Workflows

Bookkeeping

Staying organized and keeping track of invoices, payments, receipts, and other day-to-day documents is the foundation for a successful business. Neat takes the manual data entry out of your workflow and keeps all your important documents in one easily accessible location.

STEP 1:

Import your invoice into Neat (or scan it or send it directly to Neat from your email inbox).

STEP 2:

Use Neat's flexible folder structure to organize your documents by project, company, or other category - then, add your invoices, receipts, or other documents to the appropriate folder.

STEP 3:

Neat's powerful InDocument Identification Technology™ automatically captures and parses the key information such as vendor, total, date, and more.

STEP 4:

Send your invoice to QuickBooks® Online as a bill to be paid. To protect synchronicity between Neat and QBO, your invoice will then be locked in Neat.