Does Neo Financial work with Hunch?
Not directly — Neo Financial isn't on Plaid's network yet. Here's how to bring in your Neo Financial data anyway, and what happens once it's in Hunch.
Does Neo Financial work with Plaid?
Not yet. Neo Financial isn't in Plaid's institution catalog as of July 30, 2026. You can still bring in Neo Financial data with a CSV or PDF import — see the export section below.
How do I export transactions from Neo Financial?
Sign in to Neo Financial's online banking and look for a Statements, Export, or Download section — most banks let you download a CSV or PDF of recent transactions. Import that file into Hunch and it's categorized the same way as a live Plaid connection — your assistant can read it exactly the same way too.
How CSV import works →Hunch can't link to Neo Financial directly through Plaid right now. You can still bring in your Neo Financial history with a CSV or PDF statement import — your assistant reads imported transactions exactly the same way as a live bank connection, once they're in Hunch.
Request Neo Financial →A bit about Neo Financial
Neo Financial was founded in Calgary in 2019 by Andrew Chau and Jeff Adamson, the co-founders of SkipTheDishes. It offers everyday spending, savings, and credit card accounts issued through partner federally regulated banks — it isn't in Plaid's network yet, so Hunch connects it through CSV import instead.
Ask your assistant about your Neo Financial accounts
Once Neo Financial is in Hunch, connecting an AI assistant is one extra step — add Hunch as a connector to any MCP-compatible assistant, and it can read balances, transactions, and spending trends. Still read-only, still revocable.
Two have a full, tested walkthrough today:
Claude walkthrough →
ChatGPT walkthrough →What your assistant can't do with your Neo Financial accounts
The connector is read-only by design — this doesn't change bank to bank.
IT CAN
- Read balances, transactions, and spending trends
- Answer questions about your budget, goals, and net worth
- See every account you've linked to Hunch, not just Neo Financial
- Be revoked in about a minute, any time
IT CAN'T
- Move money, pay bills, or start any transfer
- Change your Neo Financial settings or account details
- See your Neo Financial username, password, or PIN
- Act on your accounts without you asking it something first
How far back it can see
How much Neo Financial history your assistant can read depends on your Hunch plan, not on Neo Financial itself.
See plans →Sharing a household?
If you and a partner both link accounts to Hunch, you choose whether your assistant sees combined household data or just your own Neo Financial accounts.
How households work →Comparing budgeting apps for Neo Financial users
If you're weighing Hunch against another budgeting app for tracking Neo Financial, start here.
SWITCHING — Moving from another app? Import your export and Hunch picks up where it left off.
Neo Financial is a trademark of its respective owner. Hunch is not affiliated with, endorsed by, or sponsored by Neo Financial — this page exists to document how Hunch's Plaid-based connection to Neo Financial works.
Neo Financial + Hunch, answered
Does my AI assistant ever see my Neo Financial password?
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No. Neo Financial sign-in happens through Plaid — either a redirect to Neo Financial's own site or a form inside Plaid's widget — and Hunch only ever receives a read-only data token. Your assistant never sees a password, and neither does Hunch.
Can my AI assistant move money out of my Neo Financial account?
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No. The Hunch connector is read-only. It can't initiate a transfer, pay a bill, or change anything in your Neo Financial account — the most it can do is describe what it sees.
How far back can it see my Neo Financial transactions?
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That's set by your Hunch plan's history window, not by Neo Financial. Check the plans page for the exact number of months on each tier.
Does this work for Neo Financial credit cards too?
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Not from this specific Neo Financial connection — see the sync table above for exactly what's included today.
Does it see my Neo Financial investments?
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Not from this specific Neo Financial connection — see the sync table above for exactly what's included today.
What if Neo Financial doesn't show up when I try to connect?
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Search by the exact name shown on this page — some banks list several entries in Plaid for different products. If it still doesn't appear, import a CSV statement instead and let us know which bank you'd like added.
Does Neo Financial work with Plaid?
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Not yet — as of July 30, 2026, Neo Financial isn't in Plaid's institution catalog. You can still bring in Neo Financial transactions with a CSV or PDF import into Hunch.
How do I export transactions from Neo Financial?
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Sign in to Neo Financial's online banking and look for a Statements, Export, or Download section — most banks let you download a CSV or PDF of recent transactions. Import that file into Hunch and it's categorized the same way as a live Plaid connection.
Can chat see my bank account?
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Yes — once you connect a bank account to Hunch, any AI assistant you've added as a connector can read its balances and transactions. It can't see anything you haven't connected, and it can't move money.
Can I ask chat about my spending?
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Yes — that's the main use case. Ask things like "what did I spend on groceries last month" or "am I over budget" and it reads live from Hunch.
Does this work with chat gpt?
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Yes. ChatGPT is one of two assistants with a full walkthrough on this site — Claude is the other — but Hunch's connector is built on MCP, the open standard, so it works with any compatible assistant.
Does Neo Financial work with Hunch?
Yes — Neo Financial connects to Hunch through Plaid. Here's exactly what syncs, how to export your history, and how your assistant fits in.
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