Neo Financial

Make contactless payments by adding your card to Apple Pay or Google Pay mobile wallets.

Add a card to your mobile wallet

Learn how to activate your physical card to begin making purchases in-store, online, and via mobile wallet.

Activate your physical card

Access your digital card details to make purchases online and in-store using your mobile wallet.

View your virtual card

Track your card shipment or request a replacement if your physical card is delayed.

Card didn’t arrive

Find your current PIN or set a new one to resume using your card.

Forgot the PIN for your card

Find your current card PIN in the Neo app or website.

View the PIN for your card

Update your card's PIN directly in your Neo Account.

Change the PIN for your card

Discover which accounts support additional cardholders and joint accounts.

Additional cards and joint accounts

Activate your physical card, set up Apple or Google Wallet, or view your virtual card details to make online purchases.

Getting your new card

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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