Finance Articles
Browse 40 articles about Finance.
How to Use AI Agents for Financial Analysis and Knowledge Work
Claude Opus 4.7 scores 78% on healthcare financial tasks and handles 60-page documents coherently. Here's how to apply it to real knowledge work.
Set Up Perplexity Plaid for a Single AI Financial Dashboard
Connect 12,000+ institutions through Plaid to ask Perplexity about your spending, net worth, and accounts in plain English. A setup guide and feature tour.
What Is the Perplexity Plaid Integration? How to Connect Your Financial Data to AI
Perplexity now connects to your bank accounts via Plaid for read-only financial insights. Here's what it can do and what data it actually accesses.
What Is the AI Trading Bot Challenge? How OpenClaw Performed With $10,000 Over 30 Days
Two creators gave OpenClaw $10,000 each to trade stocks for 30 days. Both bots outperformed the S&P 500 during a volatile market. Here's what happened.
How to Build an AI Stock Trading Bot With OpenClaw: Strategy, Setup, and Lessons Learned
Learn how to build an autonomous stock trading agent with OpenClaw, including strategy design, cron job scheduling, and what not to do with options.
Perplexity + Plaid: Privacy Tradeoffs of Bank-to-AI Data
Connecting Plaid to Perplexity gives an AI read-only access to your finances. A privacy-focused look at the tradeoffs and safer ways to build similar workflows.
What Is Perplexity Computer for Taxes? How AI Handles Federal Tax Returns and IRS Forms
Perplexity Computer's tax module can draft federal income tax returns on official IRS forms, review professionally prepared returns, and build tax dashboards.
AI Agent Use Cases for Knowledge Workers: What's Actually Working in 2026
From document processing to financial modeling, AI agents are reshaping knowledge work. See which use cases deliver real ROI and which are still hype.
AI for Finance: How GPT-5.4 Is Targeting Financial Workflows
OpenAI is positioning GPT-5.4 as a finance powerhouse, scoring 87% on internal banking benchmarks. See what this means for financial AI automation.
How Finance Teams Use AI to Streamline Operations
Learn how AI-driven process optimization reduces manual effort in accounts payable, auditing, budgeting, and financial reporting.
AI Agent Academy: Training Non-Technical Staff to Deploy Bots
Discover how AI agent academies help non-technical employees learn to build and deploy AI bots without programming experience.
AI Email Parsing: Automate Data Entry from Inbox to ERP
Learn how AI agents can read, classify, and extract information from emails to eliminate manual ERP data entry.
How to Use AI to Extract Data from Emails into Your ERP
Discover AI-powered automations that automatically parse incoming emails and route structured data directly into your ERP system.
AI Process Optimization Tools for Finance Teams: A Buyer's Guide
Evaluate the best AI process optimization tools designed for finance teams—covering compliance, reporting, reconciliation, and forecasting.
Automating Financial Workflows with AI: Tools & Strategies
Explore AI-powered strategies and tools that help finance departments cut costs, reduce errors, and accelerate month-end close.
Best AI Tools for Email-to-ERP Data Extraction
Compare the top AI automation platforms that specialize in extracting structured data from emails and syncing it to ERP systems.
How to Set Up an AI Model Router: An 8-Step Walkthrough
Walk through analyzing usage, defining a model pool, building routing logic, adding failover, caching, and observability for your LLM stack.
10 AI Agents for Financial Services
AI agents for finance professionals. Automate analysis, reporting, and client communications.
Time Savings vs Cost Savings: Prioritizing AI Agent Projects
How to prioritize AI agent projects. Framework for evaluating time savings versus cost reduction opportunities.
AI Agents for Professional Services: Complete Guide
AI agents for professional services firms. Automate client work, reporting, and business operations.