Send bank statements and receipts. See your spending by category, recurring charges and what changed from last month.
Google SheetsUpload a PDF, spreadsheet or CSV. Tell Neo which categories and questions matter to you.
Review a spending breakdown, recurring costs and items that need a closer look. Correct categories together.
Add the next statement and compare periods. Choose a review schedule if you want a regular check-in.
Your idea comes with you into Neo. Pick up the conversation from here.
Help me turn my statements into a clear spending dashboard.
Send a statement or CSV for the period you'd like to understand. Is this personal spending, business expenses, or both? You can start with a single month.
You have a little breathing room before your first call.
I’ve pulled the notes for your 9:30.
Get a message each morning with today's meetings, tasks and reminders. Connect your calendar and email so Neo can prepare it for you.
7h 42mLast night’s sleep
56 minYesterday’s rideA big ride yesterday. Let’s make today a little easier.
From your photoLog meals with a photo. Connect Strava and Oura so Neo can plan your training around your activity, sleep and goals.
Freshly brewed. Baked every morning.
See the menu ↗
Need a page for your services, portfolio or new idea? Describe it in chat, send your photos and get a working website you can share.