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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:

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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.

Description

Budgeting is the first step to building wealth. Without a clear tracking system, expenses can slip through the net and financial goals remain out of reach. Waleeto allows you to take control of your finances by tracking your expenses, optimizing your budget and guiding you toward long-term financial success, no matter how many currencies that you deal with. Track, Save and Grow Your Wealth Smart Expense tracking: Automatically categorize purchases, visualize spending patterns and reduce unnecessary costs. - AI-Powered budgeting: Set up personalized budgets, and receive smart insights so you can stay on track. - Long-Term Planning: Get clear reports of income, expenses and savings so you can make informed decisions about your money. - Multi-Currency: Manage global finances through real-time updates on exchange rates and seamless international tracking. Financial clarity is the key to building wealth. Waleeto can help you master your money today!

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Model Context Protocol (MCP) Yes 
Plaid Yes 
Slack Yes 

Integrations

Model Context Protocol (MCP) No 
Plaid No 
Slack 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 

Pricing Details

$0
Free Trial No 
Free Version Yes 

Deployment

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

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Anthropic

Founded

2021

Country

United States

Website

claude.com

Vendor Details

Company Name

Waleeto

Founded

2025

Website

waleeto.com

Product Features

Product Features

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