Case Study: Rocket Money builds a trusted financial agent with Claude

Rocket Money grows code commits 11x with Claude

Rocket Money, a personal finance app, wanted to create an AI financial agent that could reliably act on users' behalf to save them time and money. Their challenge was to build a system that could be trusted with sensitive financial tasks and deliver 100% accuracy, moving beyond dashboards to put a financial expert in everyone's pocket.

Using the Claude Platform and Claude Code from Anthropic, the solution was a hybrid agent-workflow system. It routes user requests through specialized subagents, primarily using Claude Sonnet and Opus models via AWS Bedrock, to automate tasks and even self-heal its own code. This resulted in an 11x increase in monthly code commits and a beta with near-zero hallucinations, creating an agent reliable enough for personal finance.

Rocket Money