Claude Personal Finance beta connects read-only bank data
Anthropic began rolling out Personal Finance in Claude, a US beta that connects bank and card accounts through Plaid and lets users query balances, spending, bills and up to two years of transactions. Claude cannot move, manage or invest funds.
Why it matters: The feature moves a general assistant into high-sensitivity financial context. Its read-only boundary limits transaction authority, but data retention, sharing, stale balances, duplicate accounts and model error still matter before users rely on any answer.