Video: Create Reports

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Part of having full control over your information is the ability to generate a whole slew of useful reports. Here's how you do it in Neat 5.

Whether you want to create expense reports for reimbursement, follow spending in various categories, or track tax-deductible expenses, it’s all a jiff with Neat 5 software for PC.

Neat 5 provides you with summary and detailed views. It gives you options for organizing your report by specific fields such as date range. It provides numerous options for formatting your report the way you like. Neat 5 even lets you associate tax categories for various expenses and tax-related documents throughout the year.

It is a quick and easy process to generate a whole range of reports – another facet of Neat 5’s brilliant capabilities that make it easier than ever to use your information the way you want.


Cloud + Mobile + Desktop
One ecosystem for all your important information – on your desktop, in the cloud, and with mobile.

Neat transforms your digital and paper documents into useful, organized information. Our integrated system of software, hardware, cloud service, and mobile app makes it easy to acquire, search, share, and access your most important information - anywhere, anytime.

Organize your information, simplify your life.