Partner Programs

Become a Certified Neat Advisor!

A solution that benefits you and your clients

Join our team!

Our goal is to create a community with shared benefits, successes, and best-practices.  Our partner program is tailored to the needs of you and your clients.  It’s simple to sign-up, comes with many perks and it’s completely free. Really, its a win-win!

By partnering with Neat, you introduce to your clients products and services which provide solutions to hidden problems. Data extraction, key integrations with essential business software, and unlimited cloud-based document and expense management will be the keystones to a simplified and efficient business.

What you get:

  • A free Neat account forever
    Must join our referral program. Must have at least 5 paying Neat subscribers attributed to you as referrals.
  • Access to Neat’s partner portal
  • A live demo and ongoing dedicated support
  • The option to join Neat’s referral and/or reseller network
    This is where the discounts come in 🙂

What you have to do:

  • Fill out the form
  • Complete the certification
    (3 videos and a 40 question exam)