Audience
Individuals and organizations using Claude for conversational assistance, research, writing, analysis, coding, and other tasks. The Personal Finance feature is rolling out to eligible U.S. Pro, Max, and Ultra subscribers.
About Personal Finance in Claude
Personal Finance in Claude is an AI-powered personal finance assistant developed by Anthropic that helps individuals understand their finances through natural language conversations. The platform allows users to securely connect bank accounts and credit cards through Plaid to analyze balances, transactions, spending patterns, and upcoming payments. Users can ask questions about their expenses, compare spending across different periods, identify recurring charges, and estimate how much money will remain after scheduled bills. Claude can also detect potentially unusual transactions, duplicate charges, unexpected fees, and increases in recurring expenses. Its reporting capabilities include customizable spending charts, payment calendars, financial dashboards, and explanations of financial terminology. Personal Finance in Claude provides read-only access to connected accounts and is initially rolling out in beta to US subscribers on Claude Pro, Max, and Ultra plans.
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Pricing
Starting Price:
$0
Pricing Details:
Claude offers a Free plan at $0. Pro is $17 per month with annual billing ($200 billed upfront) or $20 month to month. Personal Finance is rolling out in beta in the U.S. to eligible Pro, Max, and Ultra subscribers, with no separate feature price stated. Usage limits apply; taxes may apply.
Free Version:
Free Version available.
Company Information
Anthropic
Founded: 2021
United States
claude.com
Videos and Screen Captures
Mobile Personal Finance interface with Claude finance question cards and category chart.
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Product Details
Platforms Supported
Cloud
Windows
Mac
iPhone
Android
Training
Documentation
Support
Online
Personal Finance in Claude Frequently Asked Questions
Q: What kinds of users and organization types does Personal Finance in Claude work with?
Personal Finance in Claude works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Personal Finance in Claude support in their product?
Personal Finance in Claude supports these languages: English.
Q: What kind of support options does Personal Finance in Claude offer?
Personal Finance in Claude offers support via online.
Q: What other applications or services does Personal Finance in Claude integrate with?
Personal Finance in Claude integrates with: Model Context Protocol (MCP), Plaid, and Slack.
Q: Does Personal Finance in Claude have an API?
Yes, Personal Finance in Claude has an API.
Q: Does Personal Finance in Claude have a mobile app?
Yes, Personal Finance in Claude has a mobile app for iPhone and Android.
Q: What type of training does Personal Finance in Claude provide?
Personal Finance in Claude provides training in the form of documentation.
Q: How much does Personal Finance in Claude cost?
Pricing for Personal Finance in Claude starts at $0.
