Anthropic Adds a Personal Finance Tool to Claude in a US Beta
Paid Claude users can link bank accounts through Plaid and ask where their money went, with read-only access.
Anthropic has added a Personal Finance tool to Claude, according to TechCrunch. The beta began rolling out this week and is limited to the U.S. and to Pro, Max and Ultra subscribers. The article gives no separate price.
Users connect bank and credit card accounts through Plaid, then ask questions such as "Where did my money go this month?" TechCrunch says Claude totals spending by category, answers follow-ups, flags duplicate charges, unexpected fees and steadily rising bills, and explains terms like APR. Access is read-only, so it cannot move money or invest.
On data, TechCrunch reports Claude can see each bank's name, the account name and type, the last four digits of the account number, balances, credit limits and up to two years of transactions. Anthropic says Personal Finance conversations are not used to train its models, and the tool has no ads or sponsored recommendations. TechCrunch notes OpenAI launched similar finance tools for ChatGPT in May.
This could speed up a monthly review of subscriptions and card charges. Use a personal account first, keep business books in your accounting software, and check any number Claude gives you against your bank statement.
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