Automate Expense Tracking With Neat + QuickBooks

Discover how the Neat QuickBooks integration can eliminate the need to manually enter receipts.


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Neat Makes Expense Tracking Easy

With the Neat, QuickBooks will work even better for you. The Neat integration is easy to use and can help you:

  • Eliminate paper: Simply snap, scan, import, or email in expense documents into Neat to automatically export purchase data and images to QuickBooks. 
  • Automatically map expenses: Set your QuickBooks preferences and Neat will automatically categorize and map all incoming data.
  • Create reports: Neat can create reports and give you quick insights into your expenses.
  • Secure your data: Protect valuable data with bank-level 256-bit data encryption.

How Does Neat Work?

Neat is an easy-to-use document storage and expense tracking application that uses our patented InDocument Identification Technology™ to recognize and capture important information from scanned documents.

Neat quickly captures data like name, vendor, date, amount, tax, and payment type. Then it organizes that information so that you can easily find files, create reports, and share information without email attachments.

Neat improves productivity and saves time

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Many ways to get things into Neat

There are several ways to capture information with Neat that can optimize your daily workflow and save you time: 

  • Our unique desktop utility allows you to import documents or use almost any device to scan directly into Neat. 
  • Neat mobile app puts the power of Neat in your hand anywhere or anytime… you can submit receipts on the go and never misplace one again! 
  • Neat also provides you with a personalized email address to eliminate the shuffle of paper invoices between you and your vendors- simply have them email it directly into Neat!
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Organize / search and make use of your data

Now all of your important documents are securely stored and organized in Neat. As documents are captured, Neat’s patented ID2 (In document Identification) technology automatically categorizes your documents and converts information into data you can use.

  • Neat’s flexible folder structure allows you to arrange and organize your files to fit your needs.
  • Every document is now easily searchable and can be accessed from any device.
  • All of your expenses are categorized, stored and easily available at tax time.
  • ID2 extracts key information of receipts and invoices into usable data to provide you real-time reporting and reduce manual data-entry into other applications.
  • Neat’s optional NeatVerify service provides human verification when accuracy is of the utmost importance
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Analyze and gain visibility into your data

Gain visibility into your business Instantly track and organize expenses in one place. Having real-time visibility to your spending greatly reduces risk and provides you clear insights to where your money is going. You can also assign the appropriate tax category to each expense, making reporting and filing a breeze!

  • Expense Reporting – Save time tracking your receipts, and quickly and easily get reimbursed
  • Spend Reporting – Track and report spending by the customizable levels you run your business by (client, project, category, etc.)
  • Tax Reporting – Track all necessary levels of sales and income taxes for easy filing and reporting, and maximize your deductions with our schedule-level categorizations
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Integrate and share

Seamlessly integrate with popular accounting software, tax preparation software and other productivity applications to enhance the performance of your small business. You can also collaborate and share documents and folders with co-workers or employees as well as provide account access to your accountant or bookkeeper.

  • Save time by reducing manual data entry into your accounting software
  • Share tax reports with your accountant or directly integrate into tax preparation software
  • Streamline getting important information to your accountant, bookkeeper or tax professional by sharing access to your Neat account

Start 30-Day Free Trial

Free Trial Terms and Conditions – Users may access the entire Neat application with no restrictions during the initial 30-day trial period.  Users have complete access to all training, onboarding and support resources.  Users may cancel their trial at any point within the initial 30-day period and not be charged.  If you do not cancel within the 30-day window, your credit card will be billed in the amount of $119.99, the price of a Premium Annual Plan.

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