Neotask automates your global treasury operations through Airwallex - managing accounts, FX, transfers, and billing without touching a dashboard.
Global cash positions are always visible - your agent checks balances across all accounts and currencies, flagging when action is needed
Cross-border payments execute on schedule - your agent creates transfers, grabs live FX quotes, and routes money at the best available rates
Billing operations run themselves - product catalogs, pricing tiers, and checkout sessions get created and managed by your agent automatically
What You Can Do
Your AI agent turns Airwallex into an automated treasury and payments operation. Monitor global accounts, execute transfers, manage FX, and run billing - all through conversation or on a schedule.
Treasury Visibility
Your agent checks account balances across every currency and entity in real time. It lists global accounts, simulates deposits for testing, and flags when balances cross thresholds you set. Morning cash position reports generate automatically.
Payment Execution
Create transfers with approval gates so your agent prepares payments and you review before they settle. Get live FX quotes before committing to cross-border transfers. Manage payment links for customers and track their status.
Billing Automation
Your agent creates billing products, sets up pricing tiers, generates checkout sessions, and manages the full billing lifecycle. New product launches get their billing infrastructure set up in minutes, not hours.
Every action runs autonomously or requires your approval - you decide.
Try Asking
"What's our current balance across all global accounts? Flag anything below $10,000"
"Get an FX quote for converting 50,000 EUR to USD right now"
"Create a transfer of $25,000 to our UK supplier - use the best available rate"
"Set up a new billing product called 'Enterprise Plan' at $499/month"
"Generate a payment link for our new client's first invoice"
"List all transfers from this month and summarize by currency"
"Create a checkout session for the Pro tier with a 14-day trial"
Pro Tips
Always use approval gates for transfers above your comfort threshold - your agent prepares everything, you just confirm
Schedule a daily treasury report that checks all global account balances and FX exposure
Use multi-agent teams for finance operations: one agent handles payments, another manages billing, a third monitors balances
Pair Airwallex with your accounting integration so transfers automatically reconcile
Test new billing configurations in sandbox mode before going live - use simulate_global_account_deposit for testing flows
Budget enforcement prevents runaway transfer creation during automated workflows
Multiple workspaces and capacity for larger teams.
Works Well With
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