Anthropic is testing Personal Finance in Claude for paid subscribers on its Pro, Max, or Ultra plans in the US. Accounts connect through Plaid, which links to more than 12,000 financial institutions.

Claude can spot unexpected fees and duplicate charges, then flag monthly bills that rose over the past year. It can chart weekly spending, break down a budget, and explain unfamiliar terms.

Access is read-only. Claude cannot move money or invest it. Transaction history is limited to two years. Anthropic is exploring work with licensed professionals and regulated firms.