Newsletter December 2025

Community Win:  Manna Pie Sale Success!

We put on our aprons (figuratively) and joined Manna in helping sell pies for a great cause.  Our goal as a team was to sell 100 pies and help them hit their target of 8,000 pies…

We fell a little short of our personal goal, the amazing Neat community (led by our CEO) sold 61 pies, and Manna crushed their goal, selling 8,569 pies total!

If you were part of this: thank you.  If you were not, there’s always next year, and we will absolutely remind you.  You can still peek at our team page here.

Holiday Conversation Starters (So You Don’t Have to Talk About Work)

So here are some safe, funny conversation starters you can use to steer things away from politics, business advice from unqualified people, or the classic “Why aren’t you married yet?”

• “Did you know Canadians eat 350 million pounds of chocolate a year?  No follow-up questions.”
• “If you could only bring ONE condiment to a desert island, what would it be, and what kind of person would that make you?”
• “What’s the most controversial opinion you have about soup?”
• “If aliens landed tomorrow, who in this room would they take first…and why is it Uncle Gary?”
• “Be honest:  do you think Santa files taxes?”
• “What was the best thing you bought this year that cost under $20?”
• “If your pet suddenly started talking, what’s the first thing they would yell at you about?”

Use them wisely.  Or recklessly.  We trust your judgement.

Introducing the new learning center

We’ve added a new Learning Center to make it easier to find help, learn best practices, and get more value from Neat.

The Learning Center gives you quick access to:

• Live and on-demand webinars covering key workflows and new features.
• Helpful guides and articles to walk you through common tasks.
• Short videos and tutorials you can follow at your own pace.

Whether you’re just getting started or looking to go deeper, the Learning Center puts the right resources at your fingertips—right when you need them. Find it in the Help & Support menu today!

Improved Manual Accounts & Assets Tracking

We’ve made it easier to track accounts and assets that aren’t connected to a bank—so your financial picture stays complete and accurate.

With these improvements, you can:

• Track balances and activity manually for accounts that don’t support direct connections.
• Maintain clearer visibility into assets like loans, equipment, or other off-platform accounts.
• Keep reports accurate by including manually tracked accounts and assets alongside connected ones.
• Stay in control with more reliable tracking when automation isn’t an option.

These updates give you more flexibility to reflect the way your business really works, even when some accounts can’t be synced automatically. Check out the new manual account & asset types today!

From all of us at Neat…

Thank you for being part of our growing community.  This year brought a lot of change, a lot of new features, and a lot of new users joining us from all over North America.

We’re building Neat for real people doing real work, small business owners who deserve tools that actually save time, stress, and sanity.  We’re grateful you’re here.

Here’s to closing the year neatly, confidently, and maybe even with a phone full of new contacts from Receipt & Greet.

Warmly (but not in a corporate HR way),
Your Friends At Neat