Asking people to connect their financial accounts takes trust. That’s why @perplexity_ai built Personal CFO with Plaid. We sat down with @jeffgrimes9 to talk about how it works. The full Q&A: pla.id/perplexity 🔌

Guaranteed Payments is for when you want us to make the call, and now we can say yes more often. It factors in your info about a user’s account tenure and wallet balance, refreshes risk signals on every transaction, and supports delayed release and partial guarantees. We’ll decide and cover settlement risk on anything we approve. pla.id/guaranteed

Fall Release '26 — Payments 💰 Every ACH payment comes down to making a call: approve it and eat the returns, or hold it and risk losing a good customer. We have two ways to handle it, and both just got upgrades. Plaid Signal is for when you want to make the call. It now runs on our sequential foundational model, which reads payment history in context. In testing, it prevented 26.5% more ACH returns with no increase in false flags. pla.id/signal

Make yourself at home. 📍Booth 531, @MBAMortgage Annual

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