Automated Insights

Financial reporting made easy so you can spend time focused on where you want it.

Automated Insights cannot be purchased without a Neat subscription.

Automated Insights Features

Connect Bank Account

Manage all of your financial data in one place by importing all of your bank account(s) activity.

Pair receipts with expenses

Use Neat’s mobile app to upload and match receipts to expenses as they occur. Guided workflows are provided with suggested receipt matching to make accounting easy.

Accounting Reports

Make informed decisions with automatic, real-time accounting reports such as profit and loss statements, cash flow statements, balance sheets, and transaction reports.

Download and share reports with anyone who may need to view it for accounting or record keeping purposes.

Real-time insights

Know what is going on in your business at a glance, with real-time insights - including net cash flow, top expense categories, cash balance, profit and loss, and total sales.

Custom Invoices

Send customized invoices within minutes.

Online Payments

Stop waiting for checks in the mail. Receive safe and secure online payments by enabling your customers to pay you by bank transfers and credit/debit card*.

*No ACH/Bank transfer fee! Standard online payment processing fees apply to debit/credit card transactions. Visa, Mastercard, Discover: 2.9% plus 30 centers per transaction. Amex: 3.4% plus 30 cents per transaction.

Easy and efficient - now that’s Neat!