Claude Can Now Connect to Bank Accounts
Anthropic has begun testing Personal Finance—a feature for analyzing personal finances through connected accounts.
Anthropic has introduced Personal Finance—a section in Claude where users can link their bank and card accounts via the Plaid service and ask questions about their spending.
The assistant can categorize expenses, identify recurring charges, unexpected fees, and increased regular payments. It can also generate spending graphs, create a bill calendar, and explain financial terms.
Access is limited to reading data: Claude cannot transfer, invest, or independently manage funds. The connection is made through Plaid, so the chatbot does not receive the user’s bank password. It has access to balances, credit limits, and transaction history for up to two years.
According to Anthropic, conversations within the Personal Finance section are not used for model training. For information shared outside this section, the user’s standard privacy settings apply.
The company emphasizes that the feature is not intended for investment advice. Claude may make errors, so significant amounts should be cross-checked with bank statements. The help section also notes that account balances may display with a delay.
The beta version is being rolled out gradually and currently supports only U.S. banks. No timeline has been provided for its launch in other countries.
