Most people don’t need more financial information. They need help making sense of it: whether to pay down the card or build a cushion, or to understand if the new apartment actually fits into the budget. Today marks another major milestone in the shift to intelligent finance. Plaid and Anthropic have come together to help people feel more confident about their money. With Plaid, U.S. consumers can securely connect their financial accounts in Claude’s new Personal Finance feature for more tailored conversations.
Millions of people around the world use Claude, and personal finance is among the most common areas where they turn to it for guidance. People can now work through everyday tasks in Claude, like managing a budget or creating a strategy to pay off debt, with their real numbers in front of them.
Bringing context to Claude
Claude is trusted by some of the world’s largest enterprises and financial services firms, and built by Anthropic with safety and security at its core. Starting today, Plaid is powering account connections for Personal Finance, a new feature in Claude, so users can get more helpful insights about their financial lives. Claude’s access to connected accounts is read-only, so it can’t move money.
Our research shows most (69%) U.S. consumers are willing to share personal information with AI in financial services when they see clear benefit. When users connect their accounts, they get tailored answers based on their real numbers.
To get started, a user can open the Personal Finance tab in Claude and start asking questions. From there, Claude will prompt a user to authenticate their financial accounts through Plaid. Plaid will share the necessary information needed to power the experience, organizing raw transaction data and refreshing the data when needed. Then, Claude can provide contextualized answers to the questions a user asks.
Claude helps users think through specific tasks like tracking spending across accounts, spotting unexpected fees, creating a strategy to pay down debt, understanding what an APR costs and more. With Claude, users can spend less time in the unknown and more time building their financial awareness.
Making intelligent finance possible for everyone
Everyone has to manage money, and expectations are shifting fast. Half of U.S. consumers already believe managing money without AI will soon feel outdated. There’s never been a better time for companies to bring more helpful financial experiences to the market.
Anthropic joins more than 800 AI companies building with Plaid. Our infrastructure helps them deliver personalized financial conversations securely and at scale, reaching people who haven't used these tools before. In the U.S., nearly two-thirds of people who connect their bank accounts to AI assistants through Plaid had never used a Plaid-powered personal finance app.
From pioneering open banking to powering intelligent finance, Plaid helps banks, fintechs, and developers turn financial data into better products. Ready to build what's next? Connect with our team to learn how Plaid can help.