Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Monarch Money Reviews & Ratings
    4.9 out of 5 stars 139,855 Ratings
    Company Website for Monarch Money
  • Fraxion Reviews & Ratings
    4.4 out of 5 stars 195 Ratings
    Company Website for Fraxion
  • Zahara Reviews & Ratings
    4.4 out of 5 stars 34 Ratings
    Company Website for Zahara
  • Wallester Reviews & Ratings
    4.8 out of 5 stars 277 Ratings
    Company Website for Wallester
  • FinOpsly Reviews & Ratings
    4.7 out of 5 stars 3 Ratings
    Company Website for FinOpsly
  • Cadebill Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for Cadebill
  • Gemini Enterprise Agent Platform Reviews & Ratings
    4.3 out of 5 stars 1,161 Ratings
    Company Website for Gemini Enterprise Agent Platform
  • WEX Field Service Management Reviews & Ratings
    4.6 out of 5 stars 67 Ratings
    Company Website for WEX Field Service Management
  • Xero Reviews & Ratings
    4.4 out of 5 stars 6,132 Ratings
    Company Website for Xero
  • Framnex Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for Framnex

What is Personal Finance in Claude?

Claude's Personal Finance feature, developed by Anthropic, serves as an AI-powered assistant that helps users understand their financial conditions through engaging conversations. This cutting-edge platform allows users to securely connect their bank accounts and credit cards using Plaid, enabling the review of their financial data, such as balances, transactions, spending patterns, and future payments. Users can ask questions about their expenses, monitor spending behaviors over time, identify recurring charges, and estimate their available funds after considering upcoming bills. Furthermore, Claude can detect potentially fraudulent transactions, duplicate payments, unexpected fees, and any rises in regular expenses. Its comprehensive reporting capabilities feature customizable spending graphs, payment calendars, detailed financial dashboards, and explanations of financial jargon. The Personal Finance functionality ensures that users maintain read-only access to their connected accounts and is currently being rolled out in beta to subscribers in the United States who are part of the Claude Pro, Max, and Ultra plans. As this feature develops, it seeks to improve users' financial literacy and empower them to make well-informed financial choices while offering ongoing support and guidance as their financial situations evolve.

What is Maxint?

Maxint serves as an all-encompassing personal finance tool that acts as your virtual financial advisor. By aggregating data from over 5,000 financial institutions, it keeps track of your income, spending, assets, and debts while offering real-time updates on your overall net worth and organizing your transactions based on merchant, location, tags, or personalized classifications. The application features intuitive budgeting tools that enable you to set financial goals and provides customized recommendations for deposit accounts and credit cards. Prioritizing security, it employs multi-factor authentication and end-to-end encryption to protect user data, and it ensures a consistent experience across different devices. Additionally, Maxint is designed with a hardware-accelerated interface and an adaptive layout, which facilitates smooth functionality on both mobile and desktop systems. Its AI-powered insights not only uncover spending trends but also send alerts for upcoming bills and draw attention to any erosion of purchasing power due to unutilized cash. Ultimately, Maxint offers a centralized view of your financial landscape, improves automation, and provides actionable advice to enhance your financial management. This empowers users to confidently navigate their financial journeys with clarity and informed decision-making, fostering a proactive approach to personal finance.

Media

Media

Integrations Supported

Model Context Protocol (MCP)
Plaid
Slack

Integrations Supported

Amazon Web Services (AWS)
Cloudflare
NVIDIA DRIVE

API Availability

Has API

API Availability

Has API

Pricing Information

$0
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

Pricing Information

Free
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Anthropic

Date Founded

2021

Company Location

United States

Company Website

claude.com

Company Facts

Organization Name

Maxint

Date Founded

2020

Company Location

United States

Company Website

www.maxint.com

Categories and Features

AI Tools

Not specified

Personal Finance

Not specified

Categories and Features

Personal Finance

Not specified

Popular Alternatives

Monarch Money Reviews & Ratings

Monarch Money

4.9 out of 5 stars

Popular Alternatives

ChatGPT Reviews & Ratings

ChatGPT

OpenAI
4.7 out of 5 stars
Credit Karma Reviews & Ratings

Credit Karma

Intuit
5.0 out of 5 stars