Neo Financial

Maintain a baseline balance in your Neo Chequing or Neo Everyday account by setting up automated transfers from other Neo accounts.

Set up Auto-Refill for the Neo Chequing or Neo Everyday account

Understand how Neo processes expired or declined Interac e-Transfers.

Expired or declined Interac e-Transfer requests

Identify common transfer issues and processing times when moving funds to or from your Neo account.

Troubleshoot issues with your transfers

Link your payroll or government benefits to your Neo account to access your earnings.

Set up direct deposits to your Neo accounts

Neo does not support cheques or cheque deposits at this time.

Cheques and cheque deposits

Set up recurring bill payments from your Neo Everyday or Neo Chequing account.

Pay bills from your Neo account

Explore the various methods for moving money in and out of Neo accounts.

Move funds into Neo accounts

Authorize external entities to withdraw recurring payments directly from your Neo account.

Set up pre-authorized bill payments

Request and move funds instantly using the secure Interac e-Transfer network.

Send or receive an Interac e-Transfer®

Understand the wait times and common delays when using Interac e-Transfers.

How long do Interac e-Transfers® take?

Retract a pending e-Transfer before it has been deposited by the recipient.

Cancel an Interac e-Transfer®

International transfers are not available for Neo accounts.

International transfers with Neo accounts

Set up direct deposits, withdraw funds, or move money between your accounts.

Transfer and payments

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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.

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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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