Plaid

Anthropic added the beta 'Personal Finance' feature to Claude, allowing users to link bank accounts via Plaid to perform natural language spending analysis.

• •Users can link bank and card accounts via Plaid to categorize expenses and analyze household finances using natural language.
• •The data is read-only, preventing fund transfers and ensuring it is not used for model training.
• •The feature is being rolled out sequentially to paid plan users in the United States.

The new Personal Finance tool in Claude allows users to connect bank and card accounts via Plaid and ask questions about their finances.

• •Users can connect their bank and card accounts to Claude through Plaid.
• •Users can ask questions about their finances based on the connected data.
• •The Personal Finance tool has been added as a new feature in Claude.

Anthropic announced a Personal Finance feature that connects Claude to bank and card accounts via the Plaid platform to create spending overviews.

• •The new Personal Finance feature connects to bank and card accounts via the Plaid bank bridging platform.
• •Users can ask "where did my money go this month" to generate an overview of their spending.
• •Anthropic is pitching Claude as a replacement for managing personal finances.