What is this beta program?

We are testing new features that represent the next steps of Neat’s evolution to becoming your preferred bookkeeping tool.

This beta program will be broken down into two parts:


Cash Flow Beta

First 30-45 days

We will introduce a new way to reconcile your business’ books that will reduce the amount of time you spend reviewing and categorizing transactions from hours per month to minutes per month.

This beta will include:

  • Automated stream of all bank, credit card, and loan transactions
  • Reconciliation without the need of a bank statement
  • Simplified Chart of Accounts (Income & Expense only)
  • Reconcile on-the-go with an enhanced mobile experience that includes ‘2 tap reconciliation’
  • Introduction to Neat’s reconciliation ‘buckets’
    • Detecting more challenging transaction types - such as batched deposits - and isolating them in their own workspace that will allow you to focus your effort.
  • Reconciliation progress bars
    • You’ll always know how much work is remaining to close a period. Our progress bars will tell you exactly how much you have to reconcile on a per-account basis.
  • Enhanced Insights
    • Experience our new Net Cash, top expense, and top sales charts

Full Bookkeeping Beta

Second 30-45 days

We expect to deliver the remaining functionality to complete the Neat Bookkeeping experience.

This beta will include:

  • Simplified full Chart of Accounts (Income, Expense, Assets, Liabilities, Equity)
  • Completely overhauled reporting experience
    • To include accounting reports including P&L, Balance Sheet, and Cash Flow Statement
  • Expanded Business Health Insights:
    • Fully configurable insights dashboard
    • Business performance trends over time: sales, gross profit, operating expenses, net profit.
    • Expense control insights and in-app advice
    • Cash flow insights, warnings and in-app advice
    • Debt capacity evaluation and recommendations
  • Invoicing and online payments

How do I sign up?

Log in to Neat now and click “Yes” when prompted to sign up. The first 100 people to sign up will have access to the first beta.

What if I don't get in?

Don’t worry if you don’t get into the first beta group! If you opt-in today, you’ll be added to the next group sometime in the next 30 days or so. We expect beta participants to have access to the new features the week of October 19th.

How do I provide feedback?

All feedback and ideas should be provided on our dedicated Beta Ideas Portal here: