Run your business on your terms, on your time.

Pay yearly
Most cost-effective
Pay monthly
Most flexible
Discount applies when you buy the yearly plan only
Billed yearly - $288
Billed monthly (Discounts Available on Yearly Plan)


  • Spend minutes, not hours, doing your books
  • Feel confident at every step with guided workflows
  • Reduce costly bookkeeping mistakes
  • Make informed decisions with real-time reporting
  • Personalized consultations and support
  • Provide your accountant access

Financial Document Management

  • Unlimited monthly storage
  • Feel comfortable saving your documents digitally with our bank-level security encryption
  • Best-in-class data capture with human verification to ensure accuracy
  • Access your organized documents anytime, anywhere
  • Personalized support


  • Custom invoicing for small businesses
  • Secure payments through WePay (a Chase company)
  • Save time with turnkey invoice building and tracking
  • Easily filter through invoices & customers
  • Standard payment processing fees apply*
*No ACH/Bank transfer fee. Visa, Mastercard, Discover: 2.9% plus 30 cents per transaction. Amex: 3.4% plus 30 cents per transaction.

How can we help?

Read our frequently asked questions or start a chat to talk with a Neat expert.

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

Yes, Neat offers a free, 14-day trial. During those 14 days, you'll receive full access. After the trial, you can decide to continue with Neat.

What are the payment processing fees with Invoicing?

Neat does not charge for ACH/Bank Transfers at all. Payment processing fees are what credit card processors and banks charge for the use of credit/debit cards. These fees are standard industry practice.

Does Neat process payments directly?

No. Neat partners with WePay (a Chase Company), to offer customers top-tier data security. WePay is a leading third-party payment processing platform.

Does Neat offer a money-back guarantee?

Yes, if you decide that Neat is not the right solution for you, Neat offers a full 30-day money-back guarantee.

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