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
$7.50/mo.

( $89.99 annually)
$7.58/mo.

( $90.99 annually)
$8.99/mo.
$9.99/mo.
$12.50/mo.

( $149.99 annually)
$9.99/mo.

( $119.99 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
$8.99/mo.
$9.99/mo.
$7.50/mo.
*Billed annually at $89.99
$7.58/mo.
*Billed annually at $90.99
Billed Monthly

Ideal for individuals looking to track personal expenses.
Our Best Value
Our Most Popular
Premium
$14.99/mo.
$12.50/mo.
*Billed annually at $149.99
$9.99/mo.
*Billed annually at $119.99
Billed Monthly

Ideal for small business owners with one user.
Business
$24.99/mo.
$20.83/mo.
*Billed annually at $249.99
Billed Monthly

Ideal for accounting firms and small businesses with multiple users.
 
Buy Annual &
Get 2 Months Free!
Shared Plan Users
Shared Plan Users 1 1 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®
Integrates with Quickbooks® Quickbooks Online Only
QuickBooks Desktop available for add-on fee
Quickbooks Online & Desktop
Collaboration
Collaboration
Integrates with Email Marketing for business-card contact capture
Integrates with Email Marketing for business-card contact capture
Support
Support Email Support. Phone Limited to 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      
Purchas Human Verification (NeatVerify) credits
Purchase Human Verification (NeatVerify) credits
60 credits $4.99/mo. Buy
120 credits $8.99/mo. Buy
200 credits $9.99/mo. Buy
400 credits $24.99/mo. Buy
Quickbooks® Desktop Integration
Quickbooks® Desktop Integration Upgrade Plan for $4.99/mo. Buy 1 QBD instance included.
For multiple QuickBooks Desktop instances, please contact sales support at 866-395-1457.
*available M-F between 9am-5pm EST
MultiAccount Access
MultiAccount Access Available
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