AI-powered Financial Intelligence
for
Faster Decisions.

Neo helps CFOs, founders, and finance teams understand performance, ask finance questions, generate reports, and forecast outcomes from structured business data.

See Neo in Action

Neural Ledger Platform Dashboard with Ask Neo AI Assistant

QuickBooks connected

Forecast updated · 2m ago

Variance detected in COGS

Board report ready

What Neo Helps You Do

Neo helps finance teams move from static reporting to real-time financial understanding. It gives leadership clearer answers, faster summaries, and better visibility into what needs attention.

Ask NEO

Ask finance questions in simple language and get answers based on your business data.
Instead of searching through reports or waiting for manual analysis, teams can ask questions like "Why did cash reduce this month?" or "Which expenses are above budget?" and get a clear finance-focused response.

BEST FOR:

CFO Questions.
Founder Updates.
Finance Manager Reviews.

Financial Dashboards

Track the numbers that actually matter to finance teams.
Neo brings cash flow, revenue, expenses, profitability, working capital, and forecast movement into one dashboard so leadership can see business performance without jumping between files.

BEST FOR:

Cash Visibility.
Management Reviews.
Business Performance Tracking.

AI Financial Explanations

Understand what changed, why it changed, and what needs review. Neo does not stop at showing a chart. It explains the movement behind the numbers, highlights the main drivers, and points finance teams toward the areas that need attention.

BEST FOR:

Variance Analysis.
Cost Movement.
Margin Changes.
Cash Flow Review.

Reporting Support

Generate finance summaries faster.
Neo helps prepare management updates, MIS summaries, variance explanations, cash flow updates, and leadership reports with less manual effort from the finance team.

BEST FOR:

Monthly Reporting.
Board Updates.
Founder Summaries.
Finance Review Packs.

Forecasting

Support forward-looking decisions with clearer projections.
Neo uses historical financial data and business assumptions to help finance teams review cash flow, revenue, expense, and runway scenarios.

BEST FOR:

Cash Forecasting.
Runway Planning.
Forecast Vs Actual Review.

Risk Visibility

Spot issues before they become bigger finance problems.
Neo helps flag delayed receivables, unusual expense increases, margin pressure, budget gaps, cash movement, and working capital risks earlier.

BEST FOR: