Real-time collaboration between accountants and their clients

With Neat, tracking down business and expense documents from your clients, getting your questions answered, and staying organized is simple. Neat makes sense out of receipts and invoices, turning it into useable and reliable data so you can get back to what matters: growing your business.

Become a Neat Partner

Why Join Neat

  • Grow your Firm

    The Neat Community consists of over 100K small business users. As a Neat Pro, your firm will be included in our directory listing and other referral opportunities.

  • Increase Value

    Diversify your range of offerings to add value to what you provide and make yourself indispensable.

  • Unlimited Support

    Gain access to unlimited support with a Dedicated Account Manager and Priority Accountant Support

  • Exclusive Pricing

    Create a pricing structure that works for your individual clients; leverage wholesale billing or let your clients manage the billing themselves.

Plus… Free instance of Neat, Discounted software pricing, Access to Partner Resource Center, Certification Badge, and more!

Choose the plan that's right for your clients

Pricing
$6.67/mo.

( $79.99 annually)
$8.33/mo.

( $99.99 annually)
$7.99/mo.
$9.99/mo.
$9.99/mo.

( $119.99 annually)
$12.50/mo.

( $149.99 annually)
$14.99/mo.
$20.83/mo.

( $249.99 annually)
$24.99/mo.
Monthly
Annual
Buy Annual &
Get 2 Months Free!
Neat offers both Monthly and Annual Plans
Monthly
Annual
Lite
$7.99/mo.
$9.99/mo.
$6.67/mo.
*Billed annually at $79.99
$8.33/mo.
*Billed annually at $99.99
Billed Monthly

Enjoy Neat essential services.
Our Best Value
Our Most Popular
Premium
$14.99/mo.
$9.99/mo.
*Billed annually at $119.99
$12.50/mo.
*Billed annually at $149.99
Billed Monthly

Adds features to support multiple workers in your office.
Business
$24.99/mo.
$20.83/mo.
*Billed annually at $249.99
Billed Monthly

Share and collaborate with multiple users and between businesses.
 
Buy Annual &
Get 2 Months Free!
Shared Plan Users
Shared Plan Users 1 2 5
Human Verification (NeatVerify™) credits per month
Human Verification (NeatVerify™) credits per month 0 30
Receipt Verification
100
Receipt and Invoice Verification
Eligible for NeatVerify on Invoices
Eligible for NeatVerify on Invoices
Integrates with Quickbooks® Online
Integrates with Quickbooks® Online
Integrates with Quickbooks® Desktop
Integrates with Quickbooks® Desktop Add-On* **
Multi-company integration with Quickbooks® Desktop
Multi-company integration with Quickbooks® Desktop
Integrates with Constant Contact, Campaign Monitor and MailChimp
Integrates with Constant Contact, Campaign Monitor and MailChimp
Collaboration
Collaboration
Support
Support Unlimited Email Support, Phone & Chat for First 60 days Unlimited Phone, Chat & Email   Unlimited Phone & Chat & Email with Toll-Free Number and VIP Access
Email-In
Email-In
Mobile Receipt Scanning App
Mobile Receipt Scanning App
InDocument Identification (ID2®)
InDocument Identification (ID2®)
Create Expense Reports
Create Expense Reports
Spend Reporting
Spend Reporting
Export to Excel, CSV & PDF
Export to Excel, CSV & PDF
Tax Form Categorization
Tax Form Categorization
Document Import
Document Import
Export information to TurboTax and H&R Block Tax Software
Export information to TurboTax and H&R Block Tax Software
Send contact information to Google Contacts and Outlook.com
Send contact information to Google Contacts and Outlook.com
See All Features See Fewer Features
Add-on Features      
Human Verification (NeatVerify) credits per month
Human Verification (NeatVerify) credits per month
60 credits $4.99/mo. Buy
120 credits $8.99/mo. Buy
200 credits $9.99/mo. Buy
400 credits $24.99/mo. Buy
Integrates with Quickbooks® Desktop***
Integrates with Quickbooks® Desktop***
NEW CUSTOMERS
$14.99/mo. (PLAN)
+ $4.99/mo.(QBD)
For 1 QBD connection
Buy
EXISTING CUSTOMERS
$4.99/mo.(QBD)
For 1 QBD connection
Buy
NEW CUSTOMERS
$24.99/mo. (PLAN)
1 QBD connection included
Buy
EXISTING CUSTOMERS
Need additional connections? Please call 866-395-1457
*Sales support is available M-F between 9am-5pm EST
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