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Anthropic wants Claude to analyze your bank account and financial data

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Why This Matters

Anthropic is testing 'Claude Money,' a feature letting users link bank accounts directly to its Claude AI assistant, mirroring OpenAI's existing ChatGPT Finances tool. This signals a broader industry trend of AI companies pushing into personal finance management, raising questions about data privacy, security, and regulatory hurdles especially in regions like Europe.

Key Takeaways

Anthropic is testing a new personal finance feature called "Claude Money" that will allow you to connect your bank accounts directly to Claude and "understand your money."

AI companies coming after your finances is not a new thing, as OpenAI has a similar feature, and Anthropic appears to be catching up.

As spotted by TestingCatalog on X, Anthropic is testing the feature for the Claude app on iOS, where a new Money section has appeared alongside Chats, Code, Artifacts, Dispatch, and Cowork.

"Understand your money with Claude," the page reads. "Link your bank accounts and ask Claude about spending, plans, and more."

There's also a "Get started" button for connecting an account, although the feature does not appear to be rolling out to most users.

It's worth noting that Claude Money references showed up in the app ahead of the expected announcement, which is why details around it are quite limited.

We don't yet know which banks it will support, how accounts will be connected, or if the feature will be locked to the United States (or certain states in the country).

Claude Money looks a lot like ChatGPT Finances

As I mentioned, OpenAI already offers a similar feature called Finances in ChatGPT, which lets you connect bank accounts, credit cards, brokerages, and other financial accounts through Plaid.

When you connect your finances to ChatGPT, it can use your data to answer questions about spending, bills, subscriptions, savings, net worth, and investments.

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