Perplexity and American Express launch business AI Skills

Perplexity and American Express launched 10 ready-to-use Computer Skills for eligible U.S. American Express Business Card Members with active Perplexity Enterprise subscriptions, Perplexity announced on October 1.

The package covers recurring small-business workflows across finance, marketing, operations and hiring. Its 10 tasks include cash-flow forecasting, tax-season preparation, vendor benchmarking, scenario planning, reconciliation, marketing campaign creation, demand forecasting, channel return-on-ad-spend reviews, operations performance monitoring and hiring.

Perplexity describes Skills as reusable instruction sets that tell its Computer product what information a task needs and what output to produce. Eligible card members choose a task and enter details through a form rather than writing a detailed prompt. Perplexity said members can access the collection by opening Personal CFO from its connectors page and linking an eligible American Express Business Card through Plaid. The system then checks for required data and asks users to connect missing tools, according to the company.

For cash-flow forecasting, Perplexity said the workflow uses bank balances and transaction history to generate a week-by-week forecast and flag possible shortfalls. The company said a complete forecast requires the business operating bank account to be connected through Plaid; connecting accounting software can also add invoice and bill data. The sources reviewed for this story did not independently test those output and accuracy claims.

Running the Skills requires Perplexity Computer Credits, and usage varies by task complexity, according to the company. Perplexity also tells business owners to review Skill outputs before making decisions or using generated drafts. The announcement did not disclose the collaboration’s commercial terms, expected user numbers or duration.