Neotask connects to Plaid so you can query real bank data, categorize transactions, and monitor balances through natural conversation.
Pull live account balances across linked banks and credit cards
Search and categorize transactions by merchant, category, or amount
Detect spending patterns and flag unusual activity automatically
What You Can Do
Account Balances
Ask for current balances across all linked accounts - checking, savings, credit cards, and investment accounts - without logging into each bank separately.
Transaction Search
Search transactions by merchant name, category, amount range, or date. Find every coffee shop charge from last month or every transaction above $500 in a single query.
Spending Analysis
Get breakdowns of spending by category, compare this month to last, or identify your top merchants by total spend over any period.
Cash Flow Monitoring
See net cash flow for the week or month - total inflows minus outflows across all linked accounts - to understand your actual financial position.
Anomaly Detection
Ask Neotask to flag transactions that look unusual: duplicate charges, unexpected subscriptions, or amounts that deviate significantly from your normal patterns.
Try Asking
"What are the current balances on all my linked accounts?"
"Show me all transactions at Amazon in the past 30 days."
"How much did I spend on dining out last month?"
"Are there any recurring subscriptions I might have forgotten about?"
"What's my net cash flow for February?"
"Flag any transactions over $1,000 from this week."
"Compare my grocery spending this month vs. last month."
"Which account has the lowest balance right now?"
Pro Tips
Plaid categorizes transactions automatically, but categories can be inconsistent across banks - ask for merchant-level breakdowns instead of relying solely on category labels for precision.
For subscription hunting, ask for "recurring charges under $50" - small forgotten subscriptions add up fast.
Balance queries reflect the last successful sync - ask Neotask when data was last refreshed if you need real-time accuracy.
Pair cash flow queries with a savings goal: "Did I net positive last month?" gives a quick health check.
Neotask can cross-reference Plaid data with your budgets in other tools - try "How close am I to my monthly dining budget?" if you have that data connected.
Never share Plaid Link credentials through chat - Neotask handles token management securely in the background.
Multiple workspaces and capacity for larger teams.
Works Well With
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