Anthropic has added a feature called Personal Finance to Claude. You link your bank and card accounts and ask about your money in your own words: whether you can afford a trip, how much you could save each month, or which bills are coming up. It started rolling out in beta on November 5, in the US only.
What Claude sees, and what it can’t do
- Data it reads: for the accounts you choose to connect, the bank’s name, each account’s name, type and last four digits, balances and credit limits, and up to two years of transactions.
- Read-only: it can’t move, manage or invest your money. Accounts link through Plaid, so Claude never sees your bank password.
- Privacy: Personal Finance chats aren’t used for model training and aren’t added to Claude’s shared memory.
Who can use it
It’s in beta on the paid Pro, Max and Ultra plans in the US, on the web, the desktop app and the mobile apps. OpenAI added a similar finance feature to ChatGPT back in May.
My take
The idea is genuinely useful: lots of us have accounts and cards spread across several apps, and few people do the math properly at the end of the month. Read-only access and no training on these chats are the minimum I’d ask for. Still, handing two years of transactions to an AI is a personal call, and Anthropic itself reminds users that Claude can make mistakes and that important figures should be checked with the bank. AI assistants are moving fast into personal data, and Apple is heading the same way with Siri AI and App Intents.
Would you link your bank to an AI assistant? Let me know in the comments or on social media.
Sources: Official Claude blog, Claude Help Center, MacRumors, The Next Web (Plaid). As of November 8, 2026.
