Anthropic launches Personal Finance feature for Claude to query bank account balances

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Anthropic has launched a Personal Finance feature, allowing Claude users to connect bank accounts to track spending. The feature operates on read-only access via Plaid integration and cannot transfer or manage funds. It is currently available in beta for Pro, Max, and Ultra subscribers in the US. Conversations are not used for model training, and users can disconnect their accounts at any time. OpenAI has a similar functionality called Finances in the US.

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