Pricing

Run your business on your terms, on your time.

NeatBooksTM

Simplify your bookkeeping—no accounting experience required.

NeatFilesTM

Organize your business
with digital file storage options.

Pay yearly
Most cost effective
Pay monthly
Most flexible

NeatFiles Unlimited

$33/month
$16.50/month
50% off for 6 months!
Billed yearly - save $99*
$49/month
Billed monthly
  • 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
  • Expense reporting: Better understand your expenses
  • Access your organized documents anytime, anywhere
  • Personalized support
  • Up to 5 users

NeatFiles

$16/month
Billed yearly
Monthly plan not available for NeatFiles
  • Scan and store up to 100 documents per month
  • Feel comfortable saving your documents digitally with our bank-level security encryption
  • Access your organized documents anytime, anywhere
  • Personalized support
  • Limited to 1 user
Pay yearly
Most cost effective
Pay monthly
Most flexible

NeatBooks

$48/month
$24/month
50% off for 6 months!
Billed yearly - save $144*
$70/month
Billed monthly
  • Feel confident at every step with guided workflows
  • Spend minutes, not hours, doing your books
  • Reduce costly bookkeeping mistakes
  • Make informed decisions with real-time reporting
  • Personalized consultations and support
  • Includes everything in NeatFiles Unlimited

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, 15-day trial for NeatBooks and NeatFiles Unlimited. During those 15 days, you'll receive full access to your selected product trial. After the trial, you can decide to continue with NeatBooks, NeatFiles Unlimited, or NeatFiles.

I’m interested in NeatFiles. Which items impact my monthly limit of 100 documents?

All financial documents including receipts, bills, invoices and statements impact your monthly limit. 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 or NeatFiles Unlimited at any time?

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

I already have a Neat account. Can I trial NeatBooks?

Yes, you can trial NeatBooks! Simply log in to Neat and click Try NeatBooks on the left-hand side. You'll have access to a free 15-day trial of NeatBooks.

*Discount Offer Details: The discount is applicable for the first year of an annual NeatBooks or NeatFiles Unlimited plan. NeatBooks Offer: The discount is calculated at a promotional rate of 6 months at $24 per month plus 6 months at a list cost of $48 per month for a total year-one cost of $432, a $144 savings off of the $576 annual list cost. NeatFiles Unlimited Offer: The discount is calculated at a promotional rate of 6 months at $16.50 per month plus 6 months at a list cost of $33 per month for a total year-one cost of $297, a $99 savings off of the $396 annual list cost. Offers are for a limited time only and are subject to change without notice.