Anthropic Launches Personal Finance in Claude for US Beta Users

Anthropic has announced the launch of Personal Finance in Claude, a new feature designed to simplify financial management by enabling users to securely connect their bank and card accounts and ask natural-language questions about their finances. The feature, which began rolling out in beta on November 5, 2026, is available to Pro, Max, and Ultra plan subscribers in the United States. Personal Finance in Claude allows users to link up to 16 financial accounts through Plaid, a service that facilitates secure connections between apps and banks. With read-only access, Claude can analyze balances, transactions, and spending patterns without the ability to move, manage, or invest money.

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