Claude AI can plug directly into your bank account
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TL;DR
- Anthropic's Claude chatbot now offers a Personal Finance feature.
- The feature connects to bank and card accounts via Plaid with read-only access.
- Users can ask Claude about their spending, bills, affordability of purchases, and savings.
- Claude can explain financial terms and answer questions about balances and transactions.
- The feature is in beta for US subscribers of Claude Pro, Max, and Ultra plans.
- OpenAI has a similar feature for ChatGPT that also uses Plaid.