Nexafin

Nexafin connects to your bank accounts in a read-only way, so Neotask can answer questions about your finances without ever being able to move money. Ask for your current balances, what's changed in your recent transactions, which recurring bills are coming up, or how your spending breaks down by category, and it pulls the answer straight from your connected accounts.

• Check balances across connected bank accounts from a question, not a dashboard
• Review recent transactions without opening a banking app
• Track upcoming recurring bills before they're due
• See spending broken down by category, read-only and privacy-first

What you can automate

• Nexafin - Connect bank accounts to check balances, review recent transactions, track upcoming recurring bills, and analyze spending by category, in a read-only, privacy-first way.

Real workflows

Spot a spending pattern before it becomes a problem

You ask Neotask how much you've spent on dining out this month. It checks your connected accounts through Nexafin, breaks the transactions down by category, and tells you the total against last month's number.

Frequently asked questions

Can Nexafin move money or make payments?

No — the connection is read-only, so Neotask can view balances and transactions but can't initiate transfers or payments through it.

What happens to my bank data?

Nexafin is built around a privacy-first, read-only model, so it's designed to expose only what's needed to answer your question.

Plans

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