Claude by Anthropic
A family of foundational AI models
5.0•1.1K reviews•99K followers
A family of foundational AI models
5.0•1.1K reviews•99K followers
We're an AI research company that builds reliable, interpretable, and steerable AI systems. Our first product is Claude, an AI assistant for tasks at any scale.
This is the 46th launch from Claude by Anthropic. View more
Claude Personal Finance
Launching today
Personal Finance in Claude lets you connect bank and card accounts through Plaid and ask questions about your money in plain language. Claude totals spending by category, compares it with prior months, flags duplicate charges and rising bills, and builds charts and dashboards. Access is read-only: it can’t move or invest money, and chats in the hub aren’t used for training. US only, in beta, on Pro, Max and Ultra plans.
Launch tags:Artificial Intelligence
Launch Team
Render Sandboxes: a computer for every agentIsolated compute, persistent state and a real filesystem
Promoted
Codex 3.0 by OpenAI
ChatGPT by OpenAI
Personal Finance in Claude lets you connect your bank and card accounts and ask Claude questions about your money in plain language.
Problem: Your money is spread across accounts and statements, and answering a simple question like “where did my money go this month?” usually means exporting data or building a spreadsheet
Solution: Connect your accounts through Plaid, then ask. Claude answers from your balances and transactions, explains unfamiliar financial terms, and can build charts, bill calendars and adjustable dashboards.
What makes it different: It’s built into Claude, so you can ask follow-ups in a normal chat. Per Anthropic, access is read-only and it can’t move, manage or invest your money, and chats in the Personal Finance hub aren’t used to train models.
Key features:
Spending totals by category, compared with prior months
Flags for possible duplicate charges, unexpected fees and bills that have risen over time
Interest cost calculations and a projection of what’s left before payday
Weekly charts, bill calendars and adjustable dashboards
You sign in to your bank through Plaid, and Claude never sees your bank password
Claude can see bank and account names, last four digits, balances, credit limits and up to two years of transactions
You can unlink an account at any time
What it doesn’t do: It doesn’t offer credit cards, loans or savings accounts, show ads or sponsored recommendations, or give investment advice. Anthropic also notes Claude can make mistakes, so check important figures with your bank.
Who it’s for: People who want a plain-language way to understand their spending and bills, without building spreadsheets.
Availability: It’s a beta, rolling out to Pro, Max and Ultra plans in the US.