Running an AI-powered startup means managing two critical systems at once: your banking and your AI infrastructure. Mercury keeps your finances moving, while OpenAI powers your product. With Neotask connecting them, you can automate the workflows that live between those two platforms, from tracking OpenAI API spend against your Mercury balance to generating financial summaries using your own fine-tuned models. Stop switching tabs and let Neotask handle the repetitive work.
Generate plain-language spending reports from Mercury data with AI.
Let AI classify and tag transactions without manual review.
Ask questions about your Mercury account balance in plain English.
Neotask checks your OpenAI API usage on a schedule and compares it against your Mercury account balance. Get a Slack alert or email summary when your AI costs exceed a set threshold, so you never get caught off guard at the end of the billing cycle.
When a new charge from OpenAI appears in Mercury, Neotask can automatically tag or annotate it with the corresponding project name based on your usage metadata. Keep your books clean without manual reconciliation.
Neotask pulls your OpenAI token usage and your Mercury transaction history, then produces a formatted cost report. Send it automatically to your finance lead, your Notion workspace, or a Google Sheet at the start of every month.
Set a rule: when your OpenAI prepaid credit drops below a defined level, Neotask initiates a Mercury internal transfer from your treasury account to your operating account, ensuring your API access never lapses during a critical product launch.
what you need
the automation
on autopilot
| Capability | Mercury | OpenAI |
|---|---|---|
| Account Balances | Read balances and transactions | |
| Payments | Send ACH and wire transfers | |
| Treasury | Manage treasury accounts | |
| API Usage | Monitor token and cost usage | |
| Fine-Tuning | Manage fine-tune datasets and jobs | |
| Alerts | Webhook notifications | Usage threshold alerts |
to trigger Neotask workflows in real time rather than relying on scheduled polling for faster alerts.
before connecting so Neotask can map costs to the right budget lines automatically.
like a weekly spend summary before setting up any automated transfer rules. Verify the data looks right first.
so your finance and engineering teams both receive cost alerts without needing to log into either platform.
Neotask uses secure, encrypted credential storage. Your API keys and banking tokens are never exposed in plain text or shared with third parties.
Yes. Neotask can initiate Mercury transfers as part of a workflow, but you can require a confirmation step before any payment executes for added safety.
Neotask can read your API usage statistics, billing data, fine-tune job status, and model metadata depending on the permissions you grant.
No. Just describe what you want in plain language and Neotask builds the automation for you.
Neotask links your banking and AI infrastructure so you can automate cost tracking, reporting, and treasury management without writing a single line of code.
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$50/mo
The full personal agent platform for one person.
$100/mo
One company workspace with room to add your team.
$200/mo
Multiple workspaces and capacity for larger teams.
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