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Title
How Rocket Money built its personal finance agent with Claude
…Explore here Ask questions about this page Copy as markdown Case study | Claude How Rocket Money built its personal finance agent with Claude Contact sales Industry: Software Company size: Large Product: Claude Platform C…
Description
Rocket Money, a personal finance app used by millions, built Rowan, a financial agent reachable by text message, on Claude via Amazon Bedrock. Rowan routes each request through a Haiku 4.5 classifier to single-responsibility subagents, with Sonnet 5 handling most tasks and Opus 5 reserved for financial tasks needing deeper reasoning, and automates routine tasks like subscription cancellation as deterministic code that an agent repairs when a website changes. During Rowan's beta the team saw near-zero hallucinations, with apparent errors tracing to source data rather than the model, while monthly code commits grew 11x from 11 in December to 128 in July as the team built the agent.
…s across Rowan's beta, with apparent errors tracing to data, not the model Rocket Money is a personal finance app used by millions of people to track spending, cancel subscriptions, negotiate bills, and automate savings. Its newest innovation, Rowan, is a financial agent built on Claude that users r…
…Large Product: Claude Platform Claude Code Partner: AWS Location: North America 11x increase in code commits from 11 in December to 128 in July, as the team built its financial agent Rowan Near-zero hallucinations across Rowan's beta, with apparent errors tracing…
Company
Rocket Money
…s across Rowan's beta, with apparent errors tracing to data, not the model Rocket Money is a personal finance app used by millions of people to track spending, cancel subscriptions, negotiate bills, and automate savings. Its newest innovation, Rowan, is a financial agent built on Claude that users r…
Industry
Technology & Software
…ude How Rocket Money built its personal finance agent with Claude Contact sales Industry: Software Company size: Large Product: Claude Platform Claude Code Partner: AWS Location:…
Region
North America
…Software Company size: Large Product: Claude Platform Claude Code Partner: AWS Location: North America 11x increase in code commits from 11 in December to 128 in July, as the team bu…
Problem
Rocket Money's users benefited from tracking spending, canceling subscriptions and negotiating bills, but that value still depended on people doing the work themselves inside an app, and many people who want to manage money well don't have the time, aptitude, or interest to sit in a dashboard. As Aaron Dignan, VP of Product & AI, put it, the kind of ongoing financial attention the wealthy get from a personal advisor had never been available to everyone else.
…inances. But that value still depended on people doing the work themselves, and a large share of those who want to manage money well don't have the time, aptitude, or interest to sit in an app. "I don't want to make anyone open a dashboard or read a graph," said Chase…
Solution
Rocket Money built Rowan, a financial agent reached by text message, running in production on Claude through Amazon Bedrock. Each incoming request is read by a Haiku 4.5 classifier and routed to a single-responsibility subagent: most run on Sonnet 5, with Opus 5 reserved for financial tasks needing deeper reasoning, and a final subagent formats every response for a consistent voice. Routine tasks like subscription cancellation are codified as deterministic scripts (Agent Skills) that an agent repairs when a website changes, and every action is auditable: structured outputs let the team run evals against deterministic results, classifier fall-throughs catch off-topic requests, and Claude classifies whether an action actually completed so failures trace back to the exact classifier or call that went wrong.
…with tools and hope it works out the sequence. Rowan is built the opposite way. A classifier running on Haiku 4.5 reads each incoming request and routes it to a subagent built to do exactly one thing. Most subagents run on Sonnet 5; for a financial task that needs real reasoning,…
…ntext tends to produce more reliable results than one call carrying everything. All of this runs in production on Claude through Amazon Bedrock. The deeper idea is what Dignan calls "third way engineering." Most people, in h…
…e. Because Rowan handles money, the architecture is also built to be auditable. Structured outputs let the team run evals against deterministic results instead of asking a model to grade itself, and classifier fall-throughs catch off-topic requests early so a conversation never drifts away from money. After Rowan takes an action, Cl…
Business value
Across Rowan's beta the team saw near-zero hallucinations, with apparent errors tracing to source data rather than the model. Monthly code commits climbed from 11 in December 2025 to 128 in July 2026, an 11x increase in seven months, partly by widening who writes code: Rowan's product manager ranked ninth of 76 PR authors across the whole repository within three months of her first commit. Rowan is now beginning a phased private rollout starting with its first paying users.
…e outcome An agent reliable enough for personal finance As Rowan came together, the team's monthly code commits climbed from 11 in December 2025 to 128 in July 2026, an 11x increase in seven months. Much of that came from widening who writes code: Rowan's product manager m…
…11x increase in seven months. Much of that came from widening who writes code: Rowan's product manager made her first commit on March 24 and, within three months, ranked ninth out of 76 PR authors across the entire Rocket Money repository. The code itself is written with Claude Code, using primarily Opus, with Fable i…
AI capabilities
Agentic AI, Conversational AI, Code Generation
…s, ranked ninth out of 76 PR authors across the entire Rocket Money repository. The code itself is written with Claude Code, using primarily Opus, with Fable in the mix as well. That velocity lets a group of about 23 people, 10 of them engineers, own and im…
Technology
Claude Platform, Claude Code, Amazon Bedrock
…finance agent with Claude Contact sales Industry: Software Company size: Large Product: Claude Platform Claude Code Partner: AWS Location: North America 11x increase in code commits from 11 in De…
…ntext tends to produce more reliable results than one call carrying everything. All of this runs in production on Claude through Amazon Bedrock. The deeper idea is what Dignan calls "third way engineering." Most people, in h…
Deployment options
cloud
…ntext tends to produce more reliable results than one call carrying everything. All of this runs in production on Claude through Amazon Bedrock. The deeper idea is what Dignan calls "third way engineering." Most people, in h…
Headline outcome
…from 11 in December to 128 in July, as the team built its financial agent Rowan Near-zero hallucinations across Rowan's beta, with apparent errors tracing to data, not the model Rocket Money is a personal finance app used by millions of people to track spen…
Use case type
Conversational assistant
…ptions, negotiate bills, and automate savings. Its newest innovation, Rowan, is a financial agent built on Claude that users reach by text message: ask a question in plain language, and Rowan does the work. With Claude, Rocket…
