Anthropic launched its Personal Finance beta in Claude on Nov 5 for US Pro, Max, and Ultra users. Via Plaid, Claude gets read-only access to up to 16 linked banks and cards—viewing balances, credit limits, and 2 years of transactions without seeing passwords or moving funds. It tracks spending, flags duplicate charges, calculates interest, and builds custom charts. Hub chats aren’t used for AI training and remain ad-free.

Would you trust AI with your financial history?
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