Anthropic tests a Personal Finance tool that reads bank data through Plaid

Anthropic's page introducing Personal Finance in Claude records a publication date of 5 November 2026. It says a person can connect bank and card accounts and ask questions in their own words. It says access is read-only, and that Personal Finance cannot move, manage or invest money. It says the tool is not designed to give investment advice, and that Claude can make mistakes. It says the connection is made when the person signs in to their bank through Plaid, and that Claude does not ask for or see the bank password.

For the accounts a person chooses, the page says Claude sees the bank's name, each account's name, type and last four digits, balances and credit limits, and up to two years of transactions. It says conversations in the Personal Finance hub are not used to train Anthropic's models. It says that for anything shared with Claude outside the hub, the person's privacy settings apply, and that unlinking an account stops Claude from seeing that account's data. It says there are no ads or sponsored recommendations, and that Personal Finance does not offer credit cards, loans or savings accounts of its own.

The page says the tool starts rolling out in beta this week, on the Pro, Max and Ultra plans, in the US.

What it means for business: this is a US beta for consumer plans, with read-only access to accounts a person connects. Hub chats are excluded from training, on the page's account. Connecting an account still sends transaction data to the service through Plaid. This describes the page. It is not advice on linking an account.