Industries

Accounting

Accountants love the fast filing features of Neat. When a client shows up at tax time with a shoebox stuffed full of receipts, Neat will help you create an organized and efficient digital database of their expenses. In minutes, they’ll be ready for filing!

Make Data Useful

Send something to Neat and it doesn't just get filed; it gets the InDocument Identification™ treatment to bring its information to life. ID2 automatically pulls key data from your items—like dates, totals, and vendors from receipts—drastically reducing the amount of information you have to enter by hand.

A Neat Workplace

Cut down on paper, get rid of unnecessary filing cabinets, and work more efficiently with a digital workflow powered by Neat. If your office is overrun with paper, Neat can help you reclaim your space.

Easy Integrations

Neat fully integrates with many accounting apps including QuickBooks® Online, allowing you to manage expenses, bills, and other finances all with one simplified workflow. For example, you can send invoices from Neat right into QuickBooks as bills to be paid. Learn More

Organization You Can Count On

It's probably an understatement to say that accountants have a lot of data to manage, especially during tax season. QuickBooks Online and some other popular accounting software applications work directly with Neat. For example, you can send invoices from Neat right into QuickBooks to easily keep track of payments due - freeing up data entry time and eliminating unnecessary costs.

Automatic Data Entry

At the heart of Neat is InDocument Identification Technology™, which automatically reads and extracts the key information from your documents. Vendors, totals, tax, and more are pulled from receipts, virtually eliminating manual data entry.

Neat Your Way

The fully customizable folder structure of the Neat Smart Organization System lets you build your files and folders in a way that works for you. Since entire folders can be shared easily, this makes it a breeze for accountants and their clients to share information.

Built-in Tax Categories

When you enter a receipt into Neat, you can assign it a tax category to make IRS filing faster. Neat supports US and Canadian tax categories for schedules A, B, C, D, E, and F, and for various forms including 2106, 2441, and more. This helps your workflow become more efficient, as all of this information is passed to your accounting software when it’s time to start filing.

Single Sign-In Convenience

You can access Neat with your Intuit, HP Connected, and other account credentials for seamless integration with your favorite software. QuickBooks Online and some other popular accounting software applications work directly with Neat. For example, you can send invoices from Neat right into QuickBooks to easily keep track of your paid and unpaid bills - freeing up data entry time and simplifying how you work.