Perplexity AI CFO
#15 in Enterprise CopilotsPerplexity · since 1. Oktober 2026 · 2× · last seen Oct 19, 2026
32
Momentum
"Perplexity AI CFO" is not a standalone product but a set of 10 prebuilt "Skills" within Perplexity Computer, offered together with American Express to U.S. Amex Business Card holders. The Skills (including cash-flow forecasting, tax preparation, vendor benchmarking, marketing campaigns) are started via a form; the card is linked through Plaid in read-only mode. Access requires a paid Perplexity Enterprise subscription.
Momentum trend
21.07.19.10.
Features
| Autonomy Level | Low: read-only card data access, no payments or money movement; Skills run after form input |
| Channels | Perplexity Computer (web/desktop) via 'Personal CFO' connectors page |
| License | Proprietary; only for eligible U.S. Amex Small Business Card holders with active Enterprise subscription (Corporate Card Members excluded) |
| Modalities | Form-based input (no free-form prompt); outputs include forecasts, reports, campaigns, job descriptions |
| Platform | Perplexity Computer (web/desktop, via perplexity.ai) |
| Price | No separate price; requires Enterprise Pro ($34/seat/mo annual, $40 monthly) or Enterprise Max ($271/seat/mo annual, $325 monthly) |
| Release Date | October 1, 2026 |
| Tool/MCP Integrations | Plaid (card/bank link); optional accounting tool, Google Sheets, Snowflake, spreadsheet upload |