Claude adds read-only access to users’ bank and card accounts

Anthropic is introducing Personal Finance, a Claude feature that lets users connect bank and card accounts and ask questions about their finances. Claude receives read-only access, so it cannot move, manage, or invest money. The connection is handled through Plaid, meaning Claude does not see the user’s bank password.

Users can request spending breakdowns by category, review upcoming payments, or ask whether their spending exceeds their income. Personal Finance is launching as a beta in the United States for Pro, Max, and Ultra subscribers. Anthropic says conversations in the feature will not be used to train its models, and users can disconnect their accounts whenever they choose. The company also says the feature will not include ads or sponsored recommendations. In the longer term, Anthropic plans to connect Claude with licensed financial advisers and regulated firms. OpenAI already offers a similar US feature called Finances.