Anthropic adds bank-connected personal finance tools to Claude

Anthropic has introduced a Personal Finance feature for Claude that connects the chatbot to users’ bank and card accounts through the Plaid bank bridging platform. The company presents the tool as a way to use Claude for reviewing and managing personal finances.

Users can ask questions such as where their money went during the current month. Claude can then produce an overview of spending, organizing expenses into categories including rent and utilities, shopping, and food.

The feature is also designed to answer broader questions about a user’s financial position. These include which bills remain before the next payday, whether a large purchase such as a holiday trip is affordable, and how much money could potentially be saved each month. The article does not provide further details about the feature’s availability or the specific bank and card services it supports.