Run your business on your terms, on your time.

Pay yearly
Most cost effective
Pay monthly
Most flexible


  • Custom, free invoicing for small businesses
  • Secure payments through WePay (a Chase company)
  • Save time with turnkey invoice building and tracking
  • Easily filter through invoices & customers
  • We don't get paid until you get paid*
*No subscription cost. Standard payment processing fees apply. Visa, Mastercard, Discover: 2.9% plus 30 cents per transaction. Amex: 3.4% plus 30 cents per transaction. Bank transfers: 1%.


Billed yearly - $432 ($48 savings)
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
  • Includes everything in NeatFiles
  • Includes everything in NeatInvoices


Billed yearly - $300 ($60 savings)
Billed monthly (Discounts Available on Yearly Plan)
  • 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
  • Includes everything in NeatInvoices

How can we help?

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

Does Neat process payments internally?

No payments are processed internally. To offer customers top-tier data security, Neat partners with WePay (a Chase Company), a leading third-party payment processing platform. Neat went through extensive protocol to qualify for WePay’s software integration.

What are payment processing fees in NeatInvoices?

Payment processing fees are what credit card processors and banks charge for the use of credit/debit cards and bank transfers. While these fees are standard industry practice (every business pays them), your subscription to NeatInvoices costs nothing.

If I sign up for NeatInvoices, can I try out NeatFiles or NeatBooks?

Yes! In your account settings, you can manage your subscription plans and try NeatFiles or NeatBooks, free, for 15 days with a 30-day money back guarantee.

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. During those 15 days, you'll receive full access to your selected product trial. After the trial, you can decide to continue with NeatBooks or NeatFiles. NeatInvoices does not have a subscription fee, so you can sign up today without a credit card.

Can I upgrade to NeatBooks or downgrade to NeatFiles 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.