Perplexity launches Personal CFO, a Plaid-connected financial assistant in Computer

Perplexity launches Personal CFO, a financial assistant that connects to users' financial accounts through a Plaid connector inside its Computer product, according to Perplexity CEO Aravind Srinivas on X. Srinivas says users set up the Plaid connector inside Computer to use the assistant.

Plaid published a Q&A with Perplexity engineer Jeff Grimes on how the connection works and how it handles user trust. The reports do not give pricing, availability limits or details on data handling beyond that Q&A.