Claude AI can plug directly into your bank account
Anthropic launches Personal Finance feature for Claude that connects to bank accounts via Plaid.
Anthropic introduced Personal Finance for Claude allowing read-only access to bank and card accounts through Plaid. Users can query spending by category, remaining bills before payday and affordability of purchases. Claude explains financial terms and flags issues like duplicate charges. Access includes account names, balances and up to two years of transactions. Feature rolls out in beta to Pro, Max and Ultra subscribers in the US.
- Read-only bank account access
- Beta rollout to Claude Pro Max Ultra
- Up to two years transaction history
- No money movement or investing
- Vendors
- Anthropic
- Products
- ClaudePersonal Finance
From the original article
2 min read at theverge.com
Anthropic has a new pitch for managing your personal finances: let Claude do it instead, with a new Personal Finance feature that connects it to your bank and card accounts via the Plaid bank bridging platform. You can ask the chatbot "where did my money go this month," for example, and it'll create an overview with a breakdown of spending by category, including rent and utilities, shopping, and food.
By Jess Weatherbed · theverge.com
A short excerpt; the article and its images belong to the publisher. Summary, key facts and assessment above are AI-written from the article and can be wrong.