Take Control of Your Bookkeeping and Organization - in Minutes Per Week!
Securely connect your bank, credit card and loan accounts for seamless, automatic transaction streaming within Neat.
Use your phone and our reconciliation ‘buckets’ to review and categorize your business’ transactions in minutes, not hours, per month.
Gain a real-time view of your business’s performance, up-to-the-minute bank account balances, top expenses, and more!
Easy access to your accounting, tax and expense reports.
1:1 access to a Neat Bookkeeping Specialist to assist with onboarding and support.
- Unlimited document storage
- Advanced data processing with NeatVerify (Neat Books subscribers get Unlimited financial documents!)
- QuickBooks® Online Integration
- Up to 5 users
- Expense Reporting
Store all of your important documents in one place, accessible from a desktop computer or mobile device.
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)
Send all expense data directly to your QuickBooks® account.
Track business spending and run reports on purchases necessary to run your business.
Customer service reps are here to help via phone call, email or chat.
Scan and store up to 100 important documents in one place, accessible from a desktop computer or mobile device.
Industry-standard accuracy for each document that goes through OCR and parsing.
Customer service reps are here to help via phone call, email or chat.
FAQs
Have questions? Start a chat or email us at support@neat.com
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.
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.
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.
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.
The Neat Company