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Managing money has always meant tracking accounts across multiple institutions. Most people never get a complete view unless they maintain spreadsheets. Perplexity now offers an alternative. In an expansion of its integration with Plaid, the artificial intelligence firm now lets users link bank accounts, credit cards and loans directly inside its platform.
Plaid plans to add crypto wallets and real estate to the integration next. For Perplexity, that expansion would deepen the financial picture available to users and tighten its position as the place consumers go first when they have a money question. For institutions, it narrows the gap between insight and influence.
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