Perplexity today launched Computer for Professional Finance, a finance — tailored edition of Computer that stitches citation — first answers together with licensed data and workflow automation so analysts can produce audit — ready deliverables in one interface. The release aims to turn research, analysis and decision tasks into finished artifacts — memos, charts, dashboards and slides — with the evidentiary links attached, reducing time spent reconstructing sources and calculations.
The product supports MCP connectors to bring licensed subscriptions into sessions, including Morningstar, PitchBook, Daloopa and Carbon Arc, while its built — in finance tools draw on data from 14 providers such as Quartr and Fiscal. Sessions can include live prices alongside licensed feeds, and the system’s memory records source preferences so subsequent tasks automatically route to preferred providers.
Computer for Professional Finance ships with 35 prebuilt workflows across ten segments, including Real Estate, Private Equity and Public Equities. Workflows encapsulate a prompt, data sources and an output format so teams can avoid reconfiguring repeat tasks; supplied examples include a Company Tearsheet that can produce PDFs, slides, web apps or Computer threads, a Private Equity Sourcing Screen that generates live candidate dashboards, and an Annotated Stock Chart that marks catalysts and events.
Auditability is embedded into outputs: every numeric value links back to its origin, hovering over a data point reveals its source and timestamp, and calculations derived from SEC filings show the math and point to the specific filing pages used. That provenance travels with charts, memos, dashboards and slides so reviewers can inspect the chain from number to document without rerunning queries. Beyond individual data points, the interface preserves evidence across composite artifacts so reviewers and auditors see both the raw sources and the transformations applied. This provenance — first approach is designed to shorten verification cycles and reduce the manual reconstruction of source queries during reviews.
Computer for Professional Finance is available in Microsoft Teams and via an Agent API for developers; an Excel add-in is coming soon that will pull from connected licensed data or the product’s built — in tools and use workbook context to generate research outputs. The Agent API also exposes a Perplexity Finance Search Tool for time-sensitive lookups — live stock and crypto prices and FX rates — intended for embedding into developer workflows and internal tools.
The Perplexity Finance Search Tool inside the Agent API ranked first in FinSearchComp T1 for accuracy, cost per correct answer, and latency. For builders and finance teams, the combination of prebuilt workflows, the Agent API and upcoming Excel integration means less manual wiring of data and formats: sourcing, calculations, citations and final formatting can be automated and embedded into the interfaces teams already use.
Sources
Replies (0)
No replies in this topic yet.
