Anthropic Launches Personal Finance in Claude in Beta: Read-Only Bank Links via Plaid, Up to 16 Banks and 24 Months of Transactions, for U.S. Paid Subscribers First
Anthropic announced on November 5 that it is rolling out Personal Finance in Claude, beginning this week as a beta in the United States for subscribers on the Pro, Max and Ultra plans; the Free, Team and Enterprise plans are not included. Users can connect the bank and card accounts they choose and ask questions about their own balances and transactions in everyday language.
The access is read-only and runs through Plaid, the network that links apps to bank accounts. In Anthropic's words, Claude can't move, manage, or invest your money, and the feature isn't designed to give investment advice. Per Anthropic's help center, for each connected account Claude can see the bank, the account name and type and last four digits, balances, credit limits and up to two years, 24 months, of transactions; users can link accounts at up to 16 U.S. banks. Authentication happens through Plaid, and Anthropic says Claude never asks for or sees the user's bank password. The company also said Personal Finance has no ads or sponsored recommendations, that Anthropic offers no credit cards, loans or savings accounts of its own alongside it, and that conversations in the Personal Finance hub are not used to train its models.
The feature is available on Claude on the web, Claude Desktop and the iOS and Android apps, and is rolling out gradually, so some eligible subscribers may not see it yet; the section does not appear outside the United States. Anthropic gave no date for a general release or for expansion to other countries in the announcement.
(Source: Anthropic)
Source: Anthropic
Published by GSM · USA (original Chinese edition)
Photo: 图：英国大臣 Peter Kyle 到访 Anthropic 旧金山办公室（资料图）。CC BY 2.0，经 Wikimedia Commons。 / Photo: UK Secretary of State Peter Kyle visiting Anthropic in San Francisco (file photo). CC BY 2.0, via Wikimedia Commons.
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