Role-Based Programme
RB0193

Perplexity for Finance & Accounting

Practical AI for Financial Research, Analysis & Decision Support

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Perplexity for practical Finance and Accounting research and analysis activities.
  • Apply structured querying techniques for financial research, economic intelligence, industry analysis, benchmarking, and management reporting.
  • Use Perplexity to investigate companies, markets, regulations, economic developments, and financial topics using current source-backed information.
  • Analyse approved financial reports, accounting documents, research material, and business files alongside external information.
  • Build reusable finance-research workflows using Projects while maintaining source validation, confidentiality, numerical accuracy, professional judgement, and human approval.

Tools covered

Perplexity SearchPro SearchResearchSource CitationsFile AnalysisProjectsWeb Research & Information Synthesis

Who should attend

  • Finance Executives
  • Accountants
  • Finance Analysts
  • FP&A Professionals
  • Management Accountants
  • Financial Controllers
  • Commercial Finance Professionals
  • Budgeting & Forecasting Professionals
  • Treasury Professionals
  • Accounts & Reporting Professionals
  • Finance Shared Services Teams
  • Financial Planning Professionals
  • Finance Managers
  • Finance Team Leaders

Prerequisites & Participant Readiness

  • Basic understanding of Finance and Accounting activities
  • Familiarity with financial statements, management reports, budgets, or business-performance information
  • Basic document and spreadsheet-handling knowledge is helpful
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Perplexity experience required
  • Participants should use anonymised or organisation-approved financial information during practical exercises
  • Financial calculations, accounting interpretations, tax matters, investment decisions, and regulatory conclusions must be independently validated by authorised professionals

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform for Finance
  • Understanding the difference between general AI-generated answers and source-backed financial research
  • Identifying applications across financial research, benchmarking, economic intelligence, reporting, and decision support
  • Understanding citations, source authority, publication dates, numerical accuracy, and verification requirements
Practical activities
  • Exploring Perplexity through common Finance and Accounting research questions
  • Comparing traditional web search with structured Perplexity research
  • Reviewing citations behind a sample financial answer
  • Identifying finance activities where current external research can add value

Scenarios

Company Performance to Financial Intelligence Brief

Company / Financial Question → Perplexity Search / Research → Financial Reports & Credible Sources → Performance Trends → Peer Comparison → Key Findings → Finance Management Brief

Participants investigate a selected organisation using current source-backed financial information, compare relevant performance indicators, and convert validated findings into a concise management intelligence brief.

Economic Development to Planning Insight

Economic Development → Perplexity Research → Authoritative Data & Forecasts → Industry Impact → Potential Financial Implications → Planning Assumptions → Finance Review

Participants investigate a significant economic or market development, distinguish established evidence from forecasts, and translate validated findings into questions and assumptions for budgeting or forecasting discussions.

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