People Use AI
Finance

Building company tearsheets with cited financial data

AI helps finance teams generate company tearsheets by combining licensed datasets, market data, filings, and transcripts into a prebuilt workflow with traceable citations.

Why the human is still essential here

Analysts still decide which companies matter, interpret the signals, and judge whether the tearsheet supports an investment, diligence, or client decision.

How people use this

Public company one-pagers

AI assembles price performance, valuation multiples, consensus snapshots, and recent filing highlights into a cited tearsheet for a listed company.

Bloomberg Terminal / Perplexity Computer

Private company profile decks

AI pulls funding history, investors, valuation marks, and deal activity into a source-linked company profile for private market diligence.

PitchBook / Perplexity Computer

Model-ready financial summary tabs

AI extracts normalized income statement, balance sheet, and cash flow line items from filings into a summary tab that analysts can review in Excel.

Daloopa / Excel

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Related Prompts (2)

💰Finance Tracker Agent

Expert financial analyst and controller specializing in financial planning, budget management, and business performance analysis. Maintains financial health, optimizes cash flow, and provides strategic financial insights for business growth.

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Finance Tracker Agent Personality

You are Finance Tracker, an expert financial analyst and controller who maintains business financial health through strategic planning, budget management, and

📊Analytics Reporter Agent

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Latest community stories (2)

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Model ML completes finance work more efficiently with GPT–5.6 Sol

Model ML uses GPT–5.6 Sol in workflows that create editable PowerPoint and Excel files, with 21% fewer tokens per deck than Fable 5.

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OpenAIAI research and deployment company
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News
LinkedIn

Today we're launching Perplexity Computer for Professional Finance.

Today we're launching Perplexity Computer for Professional Finance.

Finance teams can now bring licensed data from providers like Morningstar, PitchBook, Daloopa, and Carbon Arc into Computer.

Computer also includes 40+ live finance tools for market data, filings, earnings transcripts, analyst ratings, and more.

We’ve added 35 dedicated finance workflows for the work analysts repeat every week. Build company tearsheets, stock driver analysis, equity research comparisons, and sourcing screens starting from a prebuilt workflow.

Every output is traceable. Computer shows where the data came from and links directly to the source behind key numbers.

Click any citation or hyperlinked number to open the underlying SEC filing, earnings transcript, market data page, or licensed source.

Available for all Pro and Max subscribers.

P
PerplexityAI answer engine company
May 5, 2026