Perplexity has expanded its integration with the financial data network Plaid, allowing users in the US and Canada to securely link bank accounts, credit cards, and loans to their Perplexity accounts. This builds on an earlier connection that supported brokerage accounts. Through Plaid’s access to over 12,000 financial institutions, users can now view a complete picture of their finances in one place, including spending, debt, and net worth.

Once connected, Perplexity’s Computer can analyze spending patterns, create custom trackers, and generate dashboards for budgeting, debt payoff, retirement readiness, and cash flow forecasting. The integration offers read-only access, ensuring that user data never touches Perplexity’s servers. Standard users can access basic portfolio features, while Pro and Max subscribers gain access to advanced analytical tools.

Perplexity’s financial analyses draw on real-time data from sources such as FactSet, Nasdaq, and S&P Global. The company plans to extend the integration to mobile platforms and additional countries, and to include crypto wallets, real estate, and other asset types in future updates.