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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

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Average Ratings 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

No User Reviews. Be the first to provide a review:

Write a Review

Description

Claude Data is an AI-powered business intelligence and data visualization platform designed to help organizations analyze operational information and create interactive dashboards using natural language instructions. Developed by Anthropic and previously known as Claude Dashboards, the software connects to enterprise data sources including Snowflake, BigQuery, Amazon Redshift, ClickHouse, and Salesforce. Its conversational interface allows users to ask business questions, explore datasets, identify trends, and generate visualizations without manually developing every SQL query. Dashboard creation tools organize metrics into charts, tables, and interactive reporting components that can be customized for different departments and business objectives. Certified queries allow data teams to define approved calculations and metrics, helping maintain consistency across reports and organizational analytics. Claude Data can also transform analytical findings into structured data stories and narrated videos that communicate important business insights. Live sharing allows employees to view current dashboard results without requiring direct access to the underlying data connectors, while restricting queries to approved operations. Dashboard caching and configurable refresh schedules help improve loading performance and control how frequently connected data is updated. The platform also provides design system support, tracked changes, version rollback, and integrations with analytics tools such as Amplitude, Mixpanel, Omni, PostHog, and Sigma.

Description

Claude's Personal Finance feature is an AI-driven assistant created by Anthropic, designed to aid users in comprehending their financial situations through conversational interactions. This innovative platform enables individuals to securely link their bank accounts and credit cards via Plaid, facilitating the analysis of their financial data, including balances, transactions, spending habits, and upcoming payments. Users can inquire about their expenses, track spending trends over time, pinpoint recurring charges, and estimate their remaining funds after accounting for scheduled bills. Additionally, Claude has the ability to identify potentially suspicious transactions, duplicate payments, unexpected fees, and any increases in recurring expenses. Its robust reporting features include customizable spending graphs, payment calendars, comprehensive financial dashboards, and clarifications on financial terms. The Personal Finance functionality in Claude ensures that users have read-only access to their linked accounts and is currently being introduced in beta to subscribers in the United States who are on the Claude Pro, Max, and Ultra plans. As it continues to evolve, this tool aims to enhance financial literacy and empower users to make informed financial decisions.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Amazon Redshift Yes 
Amplitude Yes 
Claude Code Yes 
Claude Desktop Yes 
Claude Docs Yes 
Claude Duet Yes 
Claude Fable 5.2 Yes 
Claude Max Yes 
Claude Opus 5.5 Yes 
Claude Pro Yes 
Claude Sheets Yes 
Claude Sonnet 5.5 Yes 
ClickHouse Yes 
Google Cloud BigQuery Yes 
Mixpanel Yes 
Model Context Protocol (MCP) No 
Plaid No 
Salesforce Yes 
Slack No 
Snowflake Yes 

Integrations

Amazon Redshift No 
Amplitude No 
Claude Code No 
Claude Desktop No 
Claude Docs No 
Claude Duet No 
Claude Fable 5.2 No 
Claude Max No 
Claude Opus 5.5 No 
Claude Pro No 
Claude Sheets No 
Claude Sonnet 5.5 No 
ClickHouse No 
Google Cloud BigQuery No 
Mixpanel No 
Model Context Protocol (MCP) Yes 
Plaid Yes 
Salesforce No 
Slack Yes 
Snowflake No 

Pricing Details

$20/month
Included with Claude Pro ($20/month when billed monthly or $200 billed annually), Max, Team, and Enterprise plans. Claude Data use counts toward plan limits. Enterprise owners must enable the feature.
Free Trial No 
Free Version No 

Pricing Details

$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 Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Anthropic

Founded

2021

Country

United States

Website

claude.ai/

Vendor Details

Company Name

Anthropic

Founded

2021

Country

United States

Website

claude.com

Product Features

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards No 
Public Dashboards No 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

Product Features

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