Having the right context is what makes AI tools useful. Anthropic just launched the ability to securely use personal finance data with Claude. The company emphasizes that the feature is read-only and can’t take financial actions.
“Getting answers about your money no longer means opening every banking app and doing the math yourself,” Anthropic says. “With Personal Finance in Claude, you can securely connect your bank and card accounts and ask in your own words. Access is read-only, and Personal Finance can’t move, manage, or invest your money.”
Similar to ChatGPT’s finances feature, Claude’s new capabilities essentially give you a way to use chat as a way to make sense of your finance data. It can also present data in dashboards, calendars, and more.
Given the importance of security, here’s what Anthropic has to say regarding the new finance feature and Claude:
Claude’s access is read-only. Personal Finance helps you understand your money, and it isn’t designed to give investment advice. Claude can make mistakes in its answers, so ask which transactions are behind a number, and check important figures with your bank.
Your accounts are only connected once you sign in to your bank yourself through Plaid, a service that connects apps to banks. That’s where you agree to its terms and approve Claude’s read-only access, so Claude doesn’t ask for or see your bank password.
The feature is rolling out in the US to paid subscribers starting today. You can read the full announcement here for more details.
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