Anthropic launches Claude personal finance feature that can connect to bank accounts

Anthropic launched a personal finance feature for Claude that lets users link bank and credit card accounts through Plaid, enabling the assistant to analyze spending, bills, and savings. The integration is read-only—Claude cannot move, manage, or invest funds and does not offer investment advice—though it can view account balances, credit limits, and up to two years of transaction history without accessing bank passwords. The beta rolled out this week to Claude Pro, Max, and Ultra subscribers in the United States. The move pushes Anthropic into the consumer finance data space long dominated by Plaid-powered budgeting apps, expanding Claude's role beyond chat into everyday money management. What to watch next: whether Anthropic extends the feature beyond U.S. paid tiers and adds write access or advisory capabilities.