AI as CFO? Perplexity Computer can manage your finances if you give it access to your bank account

Perplexity is giving its AI agent, Perplexity Computer, the capability to not just do the work for you, but even manage your finances. The Aravind Srinivas-led startup has announced that Computer now comes with deeper integration with fintech platform Plaid. Now, the AI agent can access your bank account data, and track your loans.

Perplexity CEO Aravind Srinivas claimed that Perplexity Computer could now act as your own chief financial officer. He wrote on X, “Personal CFO.”

But how does this work? Here is everything you need to know.

What is Perplexity Computer?

Perplexity Computer is an agentic AI that can do tasks on your behalf, similar to OpenClaw, but with a key difference. While OpenClaw works locally on any device, Perplexity Computer works entirely on the cloud, something that the company claims is better when it comes to cybersecurity.

The Computer can understand the tasks it receives and then delegate it to different AI models. That is, it may use Anthropic’s Claude for reasoning and coding tasks, Google’s Gemini for research, and OpenAI models for long-context understanding.

What can Perplexity Computer do with your bank account?

The new feature allows users to link their savings, credit card and loan accounts to Perplexity Computer through Plaid’s network. Plaid is said to support over 12,000 financial institutions. The AI agent can then analyse your spending,…