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Neo Financial Canada 🇨🇦

Fintable bank API integration powered by Plaid.

Fintable integrates with Neo Financial APIs to sync your finances to spreadsheets.

Fintable is a financial tool which automatically connects to your bank accounts and exports balances and transactions to Google Sheets or Airtable. This integration is powered by Plaid in Canada.

Neo Financial is a Canadian financial technology company offering personal credit cards, chequing and savings accounts through its digital platform. Its founders include members of the team behind SkipTheDishes. Neo's Canadian offering is for personal use rather than business banking. This Plaid connector provides access to balances and transactions, with asset and identity-related products also listed by Plaid. CAD accounts named Neo Chequing, Neo Savings and Secured Neo World Elite Mastercard were observed in connected accounts; these observations do not establish coverage of every Neo product. Access to Neo Invest, mortgages and other lending products has not been confirmed. Separate Hudson's Bay credit-card connectors also use Neo's member portal, but that shared login does not establish that this general Neo connector retrieves their card accounts.

Live Connection Health

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Connection Information

Bank API details

Login portals
Personal accounts and credit cards
Fintable Status
Supported
This connection is supported by Fintable via Plaid.
Availability
Fintable integration Fintable has an integration with Plaid.
Yes
Provider enabled Fintable has Plaid switched on for customers.
Yes
Reported working Plaid reports that this connector works.
Yes
Connector enabled Fintable offers this connector to customers.
Yes

A connector can be linked only when all four are Yes.

API Access
Accounts, balances, and transactions from Neo Financial are available programmatically via the Fintable API and the built-in MCP server for AI assistants.
Display Name
Neo Financial
PLAID Institution ID
ins_133421
Provider Domain
neofinancial.com

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Keep track of your finances with AI and spreadsheets.

Fintable syncs your Neo Financial accounts to spreadsheets and lets you analyze your data with Claude or ChatGPT. Use Google Sheets or Airtable for finance dashboards, or build your own on top of our API. Our mission is to be the most trusted, reliable and powerful DIY financial data platform in the world.

A Fintable finance template in Airtable, with bank accounts and their categories

Similar Financial Connections

Related API connections. These may be the same financial institution, or they may be different bank branches or different bank products in different countries.

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