Asking people to connect their financial accounts takes trust. That’s why @perplexity_ai built Personal CFO with Plaid. We sat down with @jeffgrimes9 to talk about how it works.
The full Q&A: pla.id/perplexity 🔌
For our final drop of Fall Release '26, we upgraded the data infrastructure that thousands of personal finance apps are built on.
📊 Transactions: improved merchant name accuracy by over 19%.
📊 Liabilities: expanded coverage to more auto loans, HELOCs, personal loans, and lines
Fall Release '26 — Onboarding 🛫
Plaid Layer, our instant onboarding experience, just got more flexible. Identity collection and bank linking can now run together or as separate steps, wherever they fit your flow.
Fall Release '26 — Payments 💰
Every ACH payment comes down to making a call: approve it and eat the returns, or hold it and risk losing a good customer. We have two ways to handle it, and both just got upgrades.
Plaid Signal is for when you want to make the call. It now runs