NeatBooks®

Accounting software that speaks your language

Empower your business with confidence.

Big ideas start with easy-to-use bookkeeping

Visualize how to fuel your business with trending data about your cash balance, top expense categories, total sales, and more.

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Filter transactions and financial overviews

Securely sync your bank accounts and get a full overview of all the transactions in your account. Filter by vendor, category, which expenses have been matched with a receipt, and search by keyword.

Pair receipts with expenses in minutes as you go

No more time-consuming work at the end of the month (or when you’re supposed to be on vacation). Use Neat’s mobile app to upload and match receipts to expenses as they occur on your phone or tablet.

Customizable invoices built quickly

Finally, an invoicing tool that’s turnkey, professional, and builds branded invoices in minutes.

Invoice Paid and Void
Credit card processing

Fast and secure online payments

Eliminate the need to wait for checks in the mail. Get your money faster by enabling your customers to pay you by credit/debit card and bank transfers*. Neat partners with industry-leading WePay (a Chase company) to provide you with secure payments. Convenient and awesome? Heck yeah.

*Standard online payment processing fees apply to debit/credit card transactions and bank transfers. Visa, Mastercard, Discover,: 2.9% plus 30 centers per transaction. Amex: 3.4% plus 30 cents per transaction. Bank transfers: 1%.

The convenience of NeatBooks in your back pocket, backpack, or desk

Take your business where you actually do business. Easily access saved reports, documents that need review, and more while capturing important documents into NeatBooks on your tablet or phone.

Inform your inspiration with trends and insights

Easily understand at a glance how to fuel your business with trending data about your cash balance, top expense categories, total sales, and more.

Really, you don’t need to be a financial expert

Spend more time generating ideas that connect you with your customers. We built NeatBooks to simplify the accounting challenges that small businesses face every day.

Automatic accounting reports

Inform your business decisions with automatic, real-time accounting reports such as profit and loss statementscash flow statements, and balance sheets.

Additional custom reports include:

  • Expenses
  • Spending detail
  • Spending summary
  • Sales tax
  • Tax category

Say goodbye to guesswork and hello to clarity with guided workflows

Guided workflows with suggested receipt matching make accounting easy for the veteran business owner or new entrepreneur. Know with minimum effort which tasks are open and closed with receipt-matching categories that help you understand your business better.

Set up NeatBooks in 5 minutes

Starting is as simple as creating a NeatBooks login, connecting your bank accounts, and getting back to your business. Want custom tips and tricks? Schedule a consultation with a Neat Bookkeeping Specialist.

Unlimited support for all your questions

We don’t have robots talk to you, except for our very polite chatbot on our website that connects you to a human. You’ll always have unlimited access to personalized support from a Neat expert at no additional cost.

Let’s get started

Ready for more confidence?
Try Neat today for free.

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