Personal Finance is now live in beta for Pro, Max, and Ultra users in the US. Connect your bank, card, and financial accounts via Plaid (read-only) and ask Claude about your money in plain language.
A good first use of the Personal Finance feature is asking Claude to explain your accounts. It walks through net worth, pending charges, cash flow, credit utilization, and more using your actual numbers.
Personal Finance can be combined with other connectors, like an expense provider, to do more complex tasks. For example, it can pull your card statement, check email for travel dates, find receipts, and file expenses automatically.
Cat Wu, previously associated with Anthropic, is joining OpenAI as head of product management for Core Products. She cited respect for OpenAI's scaling work and its reach of over a billion users, and said the focus will be on building agents that keep users in control.
A Grok-generated response had explained that three key Claude Code builders (Thariq, Anthony, and Cat) left in late October under positive circumstances, with Cat subsequently joining OpenAI Core Products. Thariq replied simply calling it "a good answer," lending implicit credibility to the account.
An Anthropic team member publicly congratulated Cat Wu on her announcement that she is joining OpenAI to lead product management for Core Products.
