Anthropic rolls out Claude personal finance beta

Anthropic is rolling out a beta personal-finance feature for Claude that lets eligible U.S. subscribers connect bank and card accounts and ask questions about their finances. The feature, called Personal Finance, is available this week to customers on the Pro, Max and Ultra plans, the company said. The rollout is gradual, so some eligible users may not yet see it. Accounts connect through Plaid, and Anthropic says Claude’s access is read-only. The chatbot can review balances and transactions but cannot move, manage or invest users’ money. Anthropic also says the tool is not designed to provide investment advice. Users can ask questions about spending, bills and account activity, and Claude can explain financial terms in everyday language. The company says the feature can identify possible duplicate charges, fees and bills that have increased, and can produce spending charts, calendars and dashboards. Claude can access up to two years of transaction history, according to Anthropic. Its support information says users can connect up to 16 U.S. banks. For investment, loan and card accounts, one report on the support information says the tool reads balances and credit limits only....