Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Monitor your financial priorities effortlessly with CountAbout's easy-to-use budgeting tool and personalized categories. You can conveniently transfer your data from Quicken and Mint, manage unlimited accounts, and design tailored categories within a clean, ad-free environment. We prioritize your privacy and will never disclose your information. Our platform is reliable, secure, and entirely confidential. As there is no software installation required, you can access CountAbout from any location with an Internet connection. With CountAbout’s robust budgeting features, you can discover how a minor adjustment today, such as skipping a daily coffee, can accelerate your debt repayment or expedite your journey towards savings objectives. CountAbout also streamlines your financial management by automatically retrieving transactions from all your banking, credit card, and investment accounts, enabling you to easily identify unused subscriptions or other inadvertent expenses. This comprehensive approach ensures that you stay on top of your finances without the hassle.
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
$9.99 per year
Free Trial
Yes
Free Version
Yes
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
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
Yes
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
CountAbout
Founded
2014
Country
United States
Website
countabout.com
Vendor Details
Company Name
Perplexity AI
Founded
2022
Country
United States
Website
www.perplexity.ai/cfo