Computer for professional finance

Perplexity has launched Computer for Professional Finance, a version of its platform designed to support finance teams’ research, analysis, and decision-making workflows with cited and traceable data. Users can connect licensed sources such as Morningstar, PitchBook, Daloopa, and Carbon Arc through MCP connectors or use built-in tools drawing from 14 providers, while the platform’s memory retains source preferences for future tasks. It includes 35 workflows across ten finance segments, enabling teams to create outputs such as company tearsheets, private-equity sourcing dashboards, and annotated stock charts that combine financial data, events, and news. Each numeric result links to its underlying source, including SEC filing pages and calculation details, so supporting evidence remains attached to charts, memos, dashboards, and slides. Computer is available through Microsoft Teams and the Agent API, with an Excel add-in planned, and its Finance Search Tool provides live equity, cryptocurrency, and foreign-exchange data.

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