Claude AI can plug directly into your bank account
The Verge · Jess Weatherbed ·
Anthropic has a new pitch for managing your personal finances: let Claude do it by connecting to your bank and card accounts.
Anthropic has a new pitch for managing your personal finances: let Claude do it instead, with a new Personal Finance feature that connects it to your bank and card accounts via the Plaid bank bridging platform. You can ask the chatbot “where did my money go this month,” for example, and it’ll create an overview with a breakdown of spending by category, including rent and utilities, shopping, and food. Claude can also answer broader questions around what bills are left before your next payday, if you can afford big purchases like holiday trips, and how much money you could be saving each month.
Its access is read-only, and with Plaid facilitating the connection, Claude doesn’t see your banking passwords and your bank doesn’t have to deal with unvetted AI bots crawling around your accounts.
Claude can’t move, manage, or invest your money, according to Anthropic, and it “isn’t designed to give investment advice.”, but it can see the bank’s name, account names, account type, the last four digits of the number associated with it, your balances and credit limits, and up to two years’ worth of your transaction history.
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