Anthropic announced on Thursday that Claude is introducing a feature called “Personal Finance,” built to assist users in monitoring their money. Through this tool, users can link their credit card and bank accountsc emphasizes that this access is strictly read-only, meaning the Personal Finance tool cannot manage, move, or invest a user’s funds
With this release, Claude is catching up to OpenAI’s ChatGPT, which debuted similar personal finance capabilities in May. Those tools also allow users to connect financial interest they have paid over the previous year.
Naturally, some individuals may have concerns regarding the security of linking financial accounts to an AI chatbot. Anthropic states that Claude’s access is restricted to the bank’s name, account type and name, the last four digits of the account number, credit limits, balances, and up to two years of transaction history.
Additionally, the company specifies that when users interact with Claude within the Personal Finance hub, those specific conversations are not utilized to train its models.
Personal Finance is beginning its beta rollout this week for users subscribed to the Max, Pro, and Ultra plans in the United States.
The introduction of this new tool arrives as Anthropic continues to expand Claude into various new verticals. For instance, Anthropic launched
