Anthropic launches Personal Finance in Claude with read-only bank links via Plaid
On November 5 (US time), Anthropic announced a Personal Finance beta in Claude, rolling out this week to US Pro, Max and Ultra subscribers. Accounts connect through Plaid with read-only access to balances, credit limits and up to two years of transactions, and Anthropic says it isn't designed to give investment advice. My take: having AI tell you where the money went is genuinely useful, but it can still get numbers wrong, so check anything important against your bank. For financial firms the signal is clear: the customer's money dashboard is drifting into the chat window.