Anthropic launches Claude Personal Finance with direct access to bank accounts

The new feature allows users to connect financial accounts through Plaid to track spending, monitor bills and analyze transactions using AI. Anthropic introduced Personal Finance in Claude on Thursday, allowing users to securely connect their bank and credit card accounts to analyze spending, monitor balances and manage personal budgets through AI. The feature uses Plaid to connect financial accounts, giving Claude read only access to balances, credit limits and up to two years of transaction history. Users can ask questions about their spending, identify recurring payments and review upcoming bills without manually reviewing multiple banking apps. Claude can also identify duplicate charges, unexpected fees and changes in recurring expenses across connected accounts. Users can generate customizable spending charts, payment calendars and financial dashboards.

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