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Description
Eliminate the stress of financial management and bring enjoyment back into your life with our innovative finance software. Effortlessly oversee your finances while on the go with our online personal finance platform. You can download our desktop version for Windows computers and access our mobile app available for both Android devices and Apple products like iPhones and iPads. With our highly secure 2048-bit encrypted connection, you can link to your bank and download real-time transactions, or you may choose to manually upload your bank statements. Our user-friendly import feature allows you to easily transfer data from Quicken and Microsoft Money into our personal finance software. Capture receipts using the BankTree Mobile app and seamlessly sync them with your desktop, so all your receipts are conveniently available on your computer. Alternatively, utilize our online application to back up your receipts securely in the cloud, ensuring you have access to them anytime, anywhere. This comprehensive approach allows you to manage all aspects of your finances effortlessly and enjoyably.
Description
The Personal CFO feature offered by Perplexity Computer provides users with a comprehensive personal finance management experience. By linking their financial accounts through Plaid, individuals can inquire about various aspects such as balances, transactions, investments, loans, budgets, and their financial objectives. Users have the ability to request detailed analyses, construct personalized dashboards, and set up regular financial check-ins. Key activities include assessing portfolios by asset class and risk level, monitoring spending habits and net worth, strategizing budgets and savings goals, as well as simulating debt repayment scenarios and other financial decisions. This tool is capable of integrating connected account data with the latest market information to enhance financial research and strategic planning. It is important to note that account connections are strictly read-only, ensuring user security. Available in both the United States and Canada, Personal CFO is an integrated feature of Perplexity Computer, enhancing its overall functionality without operating as a standalone financial application. Users can take full advantage of these features to gain a clearer understanding of their financial situation and make informed decisions.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Pricing Details
$40 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
BankTree
Website
www.banktree.co.uk
Vendor Details
Company Name
Perplexity AI
Founded
2022
Country
United States
Website
www.perplexity.ai/cfo
