The four agents, on Perplexity
Cash Flow Forecast Agent for Perplexity
It rolls your approved receivable, payable and planned cash rows into a transparent 13-week forecast: week, opening cash, inflows, outflows, closing cash and the assumption behind each line.
Setup guide →Budget Variance Agent for Perplexity
It maintains your approved budget sheet and explains budget-to-actual variance with the source row linked: account, budget, actual, variance, source, explanation.
Setup guide →Management Reporting Agent for Perplexity
It produces a period-consistent finance pack from your approved metrics: metric, period, value, source, commentary and open questions, in a Google Doc.
Setup guide →Spend Request Agent for Perplexity
It normalizes incoming spend requests and runs your policy and evidence checks: request, amount, policy check, evidence, approver and status.
Setup guide →How setup works on Perplexity
Create a Space for the job, upload the three files, and paste the setup prompt into the Space instructions. Run the setup, approve the sample-data test, and start each run in that Space. Save the agent's output where your work lives (Sheets, Docs).
Honest limits
Perplexity is research-first: it drafts and reasons well, but writes to your Google Workspace happen where you save the output. File and Space limits depend on your plan.
Questions people ask
Which AI agents for finance teams run on Perplexity?
All four: Cash Flow Forecast Agent, Budget Variance Agent, Management Reporting Agent, Spend Request Agent. Each is $19 one-time - three plain-text files that live in a Perplexity Space.
Why run finance teams agents on Perplexity?
Create a Space for the job, upload the three files, and paste the setup prompt into the Space instructions. Run the setup, approve the sample-data test, and start each run in that Space. Save the agent's output where your work lives (Sheets, Docs).
Is this affiliated with Perplexity?
No. AI Agent Skills is an independent store, not affiliated with or endorsed by Perplexity or its makers.
AI Agent Skills is an independent store, not affiliated with Perplexity or its makers.