Perplexity launches Personal Finance powered by Plaid

Perplexity has expanded its Plaid integration into a personal finance dashboard that can connect bank, credit card, savings, and loan accounts.

Its AI can analyze spending, liabilities, budgets, and net worth, turning the product into a natural-language money management tool.

Basic account linking is available to all users, while Pro and Max users get more advanced finance workflows.

The move pushes Perplexity beyond search into an AI-driven financial monitoring product, with trust and data-access questions still in play.