NOVO BANKING AGENT
NOVO BANKING AGENT
Get help building your business with the right AI tools. Get questions answered, find what you're looking for, and let it handle things one little piece at a time.
Ask it anything.
AI that tries to be there for you when you need it and in the background when you don't.
How do Reserves work?
What are they for?
Get answers
Ask how a Novo feature works or about anything you could find in our FAQs or from our support. The answer comes from Novo's own help content and provides the source if you want to read the details yourself.
Find that business dinner. Around $150, maybe in the spring?
Find anything
Retrieve a transaction, an invoice, or the status of a support ticket. You can be specific and provide a merchant or case number, or try describing it in your own words. It will take you right to the source in the app.
I was charged for StreamBox after I canceled.
Get things done
Tell it about a charge you don't recognize and it walks you through the dispute: reason, charge, evidence, review. It can then file it for you and keep tabs on how it's being reviewed.
Is there a better way to pay off my card?
Personalize your settings
It spots patterns in how you bank and suggests a setup that fits, like figuring out the best autopay schedule for your credit card payments.
You decide what it can see.
Choose how much of your account the agent can see. Your data is always safe, never shared, and sensitive data is never shared through chat or with a model.
FREQUENTLY ASKED QUESTIONS
What the Novo Banking Agent does, and what it doesn't. Still have questions? Our team can help.
An AI agent built into your Novo account. It answers questions, finds transactions and details, suggests settings that fit how you bank, and walks you through tasks like disputing a charge.
You choose. Help content only: it answers from help articles and can't see your accounts. Help content and navigation: it can point you to the right place in your account without revealing details. All account data: it can answer about your balances, transfers, cards and invoices. You can change this anytime in settings.
No. AI can make mistakes and can't act without your approval. It suggests and prepares; nothing is set or filed until you say yes.
Yes. The agent can point you to our support team.
No. It's included with your Novo account.
Help that moves you forward
Answers from your own account
Ask in plain words, like "When did the payment from Hart & Co. land?", and get an answer drawn from your account.
Go straight there
Answers link right to the screen you need, so you can finish the task on the spot.
Up to speed on what's new
The agent knows Novo's newest features, from payroll to wires.
Our team, a tap away
If the agent can't answer, or you'd rather talk to a person, it points you to our support team.