Take Control of Your Bookkeeping and Organization - in Minutes Per Week!

LAUNCH SALE
NeatBooks™
(BETA)
Best For: The small business owner who’s ready to take full control of their accounting and get the full benefits of Neat - from unlimited storage to assisted bookkeeping support.
$70/month
$29/month - save $492
Billed Annually
Pay Annually
Pay Monthly
$
$70/month
Billed Monthly
Pay Annually
Pay Monthly
Seamlessly Stream your Bank Transactions

Securely connect your bank, credit card and loan accounts for seamless, automatic transaction streaming within Neat.

Do your Books with Confidence

Use your phone and our reconciliation ‘buckets’ to review and categorize your business’ transactions in minutes, not hours, per month.

Gain Insight into the Health of your Business

Gain a real-time view of your business’s performance, up-to-the-minute bank account balances, top expenses, and more!

Easily Access and Generate Accounting Reports

Easy access to your accounting, tax and expense reports.

Assisted Bookkeeping Support

1:1 access to a Neat Bookkeeping Specialist to assist with onboarding and support.

Plus All Features of NeatFiles™ Unlimited Unlimited:
  • Unlimited document storage
  • Advanced data processing with NeatVerify (Neat Books subscribers get Unlimited financial documents!)
  • QuickBooks® Online Integration
  • Up to 5 users
  • Expense Reporting
FAQs
LAUNCH SALE
NeatFiles™ Unlimited
MOST STORAGE
Best For: The small business owner who wants to eliminate their stacks of paper by securely uploading unlimited documents to Neat with advanced data processing*.
$49/month
$25/month - save $288
Billed Annually
Pay Annually
Pay Monthly
$
$49/month
Billed Monthly
Pay Annually
Pay Monthly
Unlimited document storage

Store all of your important documents in one place, accessible from a desktop computer or mobile device.

*Advanced Data Processing with NeatVerify

Best-in-class OCR and parsing that adds an additional layer of human verification to ensure advanced data processing. (*up to 250 financial documents per month)

QuickBooks® Online Integration

Send all expense data directly to your QuickBooks® account.

Up to 5 users
Expense Reporting

Track business spending and run reports on purchases necessary to run your business.

Full Customer Support

Customer service reps are here to help via phone call, email or chat.

FAQs
NeatFiles™
LESS STORAGE
Best For: Anyone who may not need unlimited storage, but still wants to safely and securely add up to 100 documents per month with standard data processing.
 
$16/month
Billed Annually
Scan and store up to 100 documents per month

Scan and store up to 100 important documents in one place, accessible from a desktop computer or mobile device.

Standard Data Processing

Industry-standard accuracy for each document that goes through OCR and parsing.

1 User
Full Customer Support

Customer service reps are here to help via phone call, email or chat.

FAQs

 

FAQs

Have questions? Start a chat or email us at support@neat.com

I’m not ready to make a decision. Do you offer a free trial?

You bet! Neat offers a free, 15-day trial. During those 15 days, you'll get full access to NeatBooks features. After the trial, you'll be able to decide whether you want to stick with Books, or sign up for NeatFiles or NeatFiles Unlimited.

I’m interested in NeatFiles. Which items impact my 100-documents/month limit?

All financial documents including receipts, bills, invoices and statements. Other items such as mileage, contacts, general documents/PDFs and checks will NOT impact your limit.

Can I upgrade to NeatBooks or downgrade to NeatFiles / Unlimited at any time?

Absolutely! You can manage your account in the billing portal area of the Neat App. We recommend doing the free, 15-day trial to get a feel for which plan makes the most sense for you and your business’ needs.

I already have a Neat account. What does this mean for me? Can I trial NeatBooks?

If you're an existing Neat customer, your account and pricing will stay the same. And yes, you can trial NeatBooks! Simply log in to Neat and click "Try NeatBooks" on the left-hand side. You'll be entered into a free 15-day trial of NeatBooks.

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