Read-only money insights arrive as Anthropic upgrades Claude with personal finance feature for US subscribers — 9to5mac
Connecting financial accounts
Users connect their accounts by signing in to their bank through Plaid, a service that links apps with banks. They approve Claude’s read-only access and agree to Plaid’s terms during that process.
Anthropic says Claude does not ask for or see a bank password. The company describes the feature as a way to ask questions about connected financial data in everyday language.
What Claude can do
The feature is intended to help users make sense of their financial information without opening each banking app and calculating figures themselves. Claude can also show data in formats such as dashboards and calendars.
Anthropic says Personal Finance is not designed to provide investment advice. Its access is limited to reading account information, and it cannot take financial actions.
Availability and cautions
The feature is rolling out in the United States to paid subscribers, beginning today. Anthropic’s announcement provides further details about the launch. Anthropic warns that Claude can make mistakes. It recommends asking which transactions support a figure and checking important numbers with the user’s bank.
Key points
- Claude’s personal finance feature connects bank and card accounts through Plaid.
- Access is read-only; Claude cannot move, manage, or invest users’ money.
- The feature is rolling out to paid subscribers in the United States.
- Anthropic advises users to verify important figures with their bank.