Claudin is a personal finance and financial education platform designed to help individuals and families build better money habits. Users can record income and expenses by messaging the service on WhatsApp, then organize transactions by category, card, and installments. The platform also supports budgets, savings goals, recurring bills, credit cards, and portfolios containing investments such as stocks, funds, cryptocurrency, and fixed-income products.

For travelers, Claudin helps track loyalty-program balances, calculate the cost of points, monitor expiration dates, and compare paying for a ticket with redeeming miles. Its tools include bank CSV imports, updated market quotes, investment screening, and tax features covering Brazilian filings and related obligations. Claudin offers web access and apps for iPhone and Android, with data synchronized across devices.

Family plans support up to five people, shared or private finances, and child profiles with allowances, tasks, missions, and a family shop, helping parents teach money skills. New accounts receive a 14-day Pro trial without a credit card.