Anthropic has introduced a new Personal Finance feature for Claude, allowing users to securely connect bank and card accounts to get answers about their money. The feature is read-only, meaning Claude cannot move, manage, or invest funds. Users can ask questions in their own words, and the AI can present data in dashboards and calendars.
Access is granted through Plaid, requiring users to sign in to their bank and approve read-only access, ensuring passwords remain secure. The rollout begins in the US today for paid subscribers. Anthropic emphasizes that Claude can make mistakes, so users should verify important figures with their bank and ask which transactions contribute to specific numbers.
The feature aims to simplify financial management by acting as a chat interface for finance data, similar to ChatGPT's finances feature. More details are available in the full announcement.
Source: 9to5Mac · Summarized by HeadlinesBriefing