Yoshi

Finance

Yoshi links your financial accounts — banking, investing, credit — into one place so balances, transactions, holdings, and liabilities are queryable in plain language instead of five separate app logins. Once connected through Neotask, you can ask about a specific account or a specific holding, and the agent pulls current figures from Yoshi rather than a stale snapshot. Yoshi also supports standing agents that watch for changes, so a shift in balance or a new transaction can trigger a report instead of you having to remember to check.

• Aggregates balances, transactions, holdings, and liabilities across connected accounts into one queryable view
• Answers direct questions about a specific account or investment instead of requiring a manual dashboard scan
• Supports monitoring agents that watch for account changes and generate reports automatically

What you can automate

Yoshi

Connect financial accounts to see balances, transactions, holdings, and liabilities, ask questions about them, and monitor changes.

Real workflows

Check net worth across accounts without logging into each one

Ask Neotask how your total liabilities compare to your holdings this month. The agent queries Yoshi across every connected account, totals the figures, and gives you a direct answer instead of you tallying five statements by hand.

Frequently asked questions

Does Yoshi require me to link every financial account manually?

You connect accounts through Yoshi once; after that, Neotask can query balances, transactions, holdings, and liabilities across all of them from a single request.

Can it alert me proactively instead of me asking?

Yes — Yoshi supports setting up agents that monitor account changes and generate reports on their own, so you can be notified rather than checking manually.