Who is the New Neat?

 Neat provides a SaaS bookkeeping automation solution that improves the productivity of small businesses and facilitates the interaction and integration between accounting/bookkeeping firms and their clients. The solution is designed to automate manual tasks such as expense intake and integrates with QuickBooks® and other accounting systems.

Do you have what it takes to be a Neat-Freak?

Neat will be introducing our new Neat-Freak Partner Program at Scaling New Heights.   This exciting, fun and profitable program was designed for accountants and bookkeepers and provides a wealth of benefits including:

  • Free instance of Neat
  • Contests and prizes
  • Generous revenue sharing
  • Wholesale billing and referral options
  • Listing in Neat’s “Find an Accountant” directory
  • Dedicated support
Join Neat and our co-sponsors at the main event this year

Join us at Atlanta’s coolest venue, The Tabernacle, for a good old retro 80’s party and enjoy an evening of fun with live 80’s music, food, drinks and prizes.

  • Live 80’s Cover Band – The Elegant Bachelors
  • Free Open Bar
  • Snacks and finger food
  • Raffles and prizes
  • Vacation giveaway

This event is open to all Scaling New Heights attendees. You must have a wristband and your Scaling New Heights badge to enter! Stop by the Neat booth (#36), ScanSnap booth (#29), Finagraph booth (#24) or CloudRunner booth (#39) to get your wristband. Make sure you grab your raffle tickets while you’re there.


Visit Neat and our Co-Sponsors to pick up your wristband





What’s New With Neat?

We’ve been busy!  Neat has a roadmap jam packed with new features in the coming year.  Here’s a few of the more recent items…

  • Multi-Account: access all of your clients Neat accounts from a single sign-on
  • Accountant Dashboard: know exactly where to start each day with clear visibility into updates from each of your clients
  • Mileage Tracking: create and manage mileage expenses directly in Neat
  • Partner Portal & Wholesale Billing: the ability to sign up your clients directly within the portal and the choice to manage or defer billing
  • Find an Accountant Directory: your information on our website, which gets 120K visits per month
  • Dedicated Support: you will be assigned a dedicated account manager to assist with on-boarding, sales support, and more.