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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