Perplexity — Your Finance and FP&A Ultimate Guide

As many of you know, I started to do this AI Tools for Finance Guide.

And today, I will review Perplexity for Finance.

Perplexity — Your Finance and FP&A Ultimate Guide

Just a reminder first, how does this guide work?

In the coming weeks, I’ll be posting a series of guides, each dedicated to a specific tool, and I’ll also include an extra bonus guide that you won’t want to miss.

But that’s not all!

I’ll go a step further and demonstrate seven finance use cases for each of these tools.

By the end of this journey, you’ll have access to a PDF guide where I summarize the pros and cons of each tool and rate their performance in each of the tasks.

AI Tools We Will Explore:

  • Bard
  • Claude
  • Chat GPT
  • Chat GPT+
  • Perplexity
  • Microsoft Copilot

Today, we will cover Perplexity:

How to use Perplexity for Finance?

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Christian Martinez Founder of The Financial Fox

Finance Transformation Senior Manager @ Kraft Heinz | Founder of The Financial Fox