Pane

Finance

Pane links to your bank accounts, credit cards, and investments and gives Neotask's agent a read-only window into your finances. Instead of logging into three different bank apps and a brokerage site to piece together where your money went this month, you can just ask. The agent pulls balances, spending by category, recurring subscriptions, and your overall financial picture straight from Pane and answers in plain language — no spreadsheet building, no manual categorizing.

• Read-only access to linked bank, credit card, and investment accounts
• Ask about balances or spending by category without opening each account separately
• Surfaces recurring subscriptions you may have forgotten about

What you can automate

Pane	Link bank accounts, credit cards, and investments and query balances, spending by category, recurring subscriptions, and overall financial picture. Access is read-only.

Real workflows

Monthly spending check

Ask "how much did I spend on dining out this month" and the agent queries Pane for the category breakdown and gives you a direct answer.

Subscription audit

Ask the agent to list every recurring charge across your linked accounts so you can spot subscriptions you no longer use.

Frequently asked questions

Can Neotask move money or make changes through Pane?

No. Pane access through Neotask is read-only — the agent can look up balances, spending, and account activity, but it cannot initiate transfers or payments.

Does the agent see all my linked accounts at once?

Yes, once accounts are linked in Pane, the agent can pull a combined view across banks, cards, and investments in a single answer instead of checking each one separately.