Visualize how to fuel your business with trending data about your cash balance, top expense categories, total sales, and more.
Filter transactions and financial overviews
Securely sync your bank accounts and get a full overview of all the transactions in your account. Filter by vendor, category, which expenses have been matched with a receipt, and search by keyword.
Pair receipts with expenses in minutes as you go
No more time-consuming work at the end of the month (or when you’re supposed to be on vacation). Use Neat’s mobile app to upload and match receipts to expenses as they occur on your phone or tablet.
Customizable invoices built quickly
Finally, an invoicing tool that’s turnkey, professional, and builds branded invoices in minutes.
Fast and secure online payments
Eliminate the need to wait for checks in the mail. Get your money faster by enabling your customers to pay you by credit/debit card and bank transfers*. Neat partners with industry-leading WePay (a Chase company) to provide you with secure payments. Convenient and awesome? Heck yeah.
*Standard online payment processing fees apply to debit/credit card transactions and bank transfers. Visa, Mastercard, Discover,: 2.9% plus 30 centers per transaction. Amex: 3.4% plus 30 cents per transaction. Bank transfers: 1%.
The convenience of NeatBooks in your back pocket, backpack, or desk
Take your business where you actually do business. Easily access saved reports, documents that need review, and more while capturing important documents into NeatBooks on your tablet or phone.
Inform your inspiration with trends and insights
Easily understand at a glance how to fuel your business with trending data about your cash balance, top expense categories, total sales, and more.
Really, you don’t need to be a financial expert
Spend more time generating ideas that connect you with your customers. We built NeatBooks to simplify the accounting challenges that small businesses face every day.
Automatic accounting reports
Inform your business decisions with automatic, real-time accounting reports such as profit and loss statements, cash flow statements, and balance sheets.
Additional custom reports include:
Say goodbye to guesswork and hello to clarity with guided workflows
Guided workflows with suggested receipt matching make accounting easy for the veteran business owner or new entrepreneur. Know with minimum effort which tasks are open and closed with receipt-matching categories that help you understand your business better.
Set up NeatBooks in 5 minutes
Starting is as simple as creating a NeatBooks login, connecting your bank accounts, and getting back to your business. Want custom tips and tricks? Schedule a consultation with a Neat Bookkeeping Specialist.
Unlimited support for all your questions
We don’t have robots talk to you, except for our very polite chatbot on our website that connects you to a human. You’ll always have unlimited access to personalized support from a Neat expert at no additional cost.
Let’s get started
Ready for more confidence?
Try Neat today for free.
Privacy & Cookies Policy
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.