Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Take control of your finances and avoid unnecessary expenses by establishing a budget that outlines your spending limits. Easily input your transactions to track your expenditures and understand the flow of your money. Collaborate with a partner, roommate, or any individual by sharing your budget and synchronizing transactions for better financial management. Personalize the app to fit your style by designing your own categories and selecting your preferred color themes. Additionally, organize your spending and savings accounts alongside any debts to gain a clear picture of your overall net worth. This comprehensive approach will empower you to make informed financial decisions and achieve your monetary goals.
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
Integrations
Plaid
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
Yes
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
No
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
Buddy
Website
buddy.download/
Vendor Details
Company Name
Perplexity AI
Founded
2022
Country
United States
Website
www.perplexity.ai/cfo
Product Features
Budgeting
"What If" Scenarios
No
Asset Planning
No
Balance Sheet
No
Capital Asset Planning
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Project Budgeting
No
Run Rate Tracking
No
Version Control
No