Newsletter May 2026

Whats New in neat

Bulk Import for Invoicing

Save time setting up your books with new bulk import capabilities for Invoicing. You can now import customers and products/services using CSV files instead of entering them manually.

✔ Import Customers
✔ Import Products & Services
✔ Faster invoicing setup

New Receipt Number Field

Receipts in the File Cabinet now support a dedicated Receipt Number field, making it easier to organize, search, and track receipt records.

Last Modified Grid Column

Quickly identify recently updated items with the new Last Modified column available in the grid view.

Improved Sales Tax Detection

We’ve enhanced sales tax parsing to better distinguish Canadian tax formats, helping reduce false positive tax values and improving accuracy during data extraction.

Folder Details Now Available on Mobile

Folder insights are now available directly in the mobile app. You can view:

✔ Total number of items in a folder
✔ Total dollar amount of folder contents

This brings the mobile experience more in line with what’s already available in the web app.

Upcoming Webinar

What’s New In Neat (June 2026)

Join us as we explore the latest features and enhancements released in Neat this year, including updates designed to help businesses save time, improve organization, and simplify financial workflows.

📅 Wednesday, June 17, 2026
🕐 1:00 PM EDT

Reserve your spot and see what’s new in Neat

Featured

How to Track Business Expenses for Small Businesses

Most small business owners do not struggle because they lack financial information. They struggle because that information is scattered everywhere.

Receipts live in pockets and inboxes. Transactions go uncategorized. Important documents get buried until someone needs them urgently.

That is usually when expense tracking turns into stress.

The best expense tracking systems are not necessarily the most complex. They are the easiest to maintain consistently.

A simple process can make a major difference:

• Capture expenses when they happen
• Keep receipts connected to transactions
• Categorize expenses consistently
• Review records regularly instead of once a year

Small habits prevent large cleanup projects later.

Modern expense tracking tools can also reduce manual work by helping businesses centralize receipts, invoices, transactions, and reports into one searchable system.

The result is not just cleaner books. It is better visibility into where money is going and more confidence in the financial side of the business.

Neats small business playbook

Tax season tends to expose every weak spot in a financial workflow.

Missing receipts. Unorganized expenses. Last-minute searches for documents that should have been easy to find.

That is exactly why we created the 9-Step Guide to Year-Round Tax Readiness.

Instead of scrambling once a year, the guide focuses on building small habits that make staying organized easier all year long.

From receipt capture and categorization to monthly reviews and reporting, each step is designed to help small businesses reduce stress, improve visibility, and stay better prepared long before tax deadlines arrive.

Download The 9 Step Playbook

Quick Productivity tip

Create a Routine

If organizing receipts and expenses feels overwhelming, stop trying to “catch up” all at once.

Instead, create a 10-minute weekly review habit.

Use that time to:

• Capture new receipts
• Review uncategorized transactions
• Check for missing documents
• Organize invoices and expenses

Start Your Free Trial

Neat helps small businesses organize receipts, invoices, transactions, and financial documents in one searchable system.

Reduce manual work, improve visibility, and stay organized year-round with tools designed to make financial organization easier.

Start your free 14-day trial today.