Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
MoneyPatrol serves as a complimentary resource aimed at helping individuals keep track of their financial activities. Users have experienced an average positive financial impact exceeding $5,000 thanks to the platform. This all-encompassing application facilitates money management, budgeting, and personal accounting, making it simple to oversee income, expenses, cash flow, bills, budgets, balances, debts, net worth, and credit scores. With a wide array of features for efficient financial management, MoneyPatrol is tailored to enhance your understanding of your finances, enabling you to monitor spending habits, boost savings, decrease debts, elevate credit scores, expand investments, and raise your net worth. You can examine all transactions in detail and maintain accurate records of income, expenses, bills, and transfers, which helps in easily identifying any unauthorized or fraudulent activities. Additionally, the app provides notifications regarding your incoming and outgoing funds while offering comprehensive insights into your spending and expense trends, making it a valuable tool for anyone looking to take control of their finances.
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
Integrations
Equifax BusinessConnect
Yes
Microsoft Excel
Yes
Model Context Protocol (MCP)
No
Plaid
No
Slack
No
Zillow
Yes
Integrations
Equifax BusinessConnect
No
Microsoft Excel
No
Model Context Protocol (MCP)
Yes
Plaid
Yes
Slack
Yes
Zillow
No
Pricing Details
$1.67 per month
Free Trial
Yes
Free Version
Yes
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
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
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
MoneyPatrol
Country
United States
Website
www.moneypatrol.com
Vendor Details
Company Name
Anthropic
Founded
2021
Country
United States
Website
claude.com