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The Neat Company Adds Multi-Account Access to Streamline the Work of Accounting and Bookkeeping firms.

June 13, 2018

Accountants and bookkeepers in the Neat partner program can now efficiently manage multiple clients through a single dashboard.

Philadelphia, June 13, 2018 – The Neat Company, a recognized leader in expense tracking and bookkeeping automation solutions for small businesses, announced today the availability of Multi-Account Access. With Multi-Account Access, accountants and bookkeepers can onboard and manage an unlimited number of customers from a single dashboard within the application.

“This is a huge milestone for Neat and an essential capability as we expand our accounting and bookkeeping channel,” explained Mike Crincoli, CEO of Neat. “Until now, our partners were constrained by needing separate logins to access each client account.  Now, they can quickly manage each of their client’s accounts from the new Multi-Account dashboard. The dashboard also provides a quick view of new items that have been added or are otherwise pending review.”

The key features of Multi-Account Access include:

  • Receipt and invoice classification and processing – eliminates the need for manual data entry and processing
  • Integration with QuickBooks Desktop & Online – speeding up the bookkeeping to accounting process
  • Tax form classification and reporting – simplifying tax prep
  • Client Collaboration – share both financial and non-financial documents
  • Document Management – unlimited storage with full keyword search
  • Wholesale billing model – making it simple and profitable for firms to set up and bill clients directly for Neat subscription fees

Multi-Account Access has been in beta with a select group of Neat’s accounting advisors and will be unveiled to the industry during Scaling New Heights 2018 in Atlanta June 17th to the 20th.

Neat has been a popular solution for accountants and bookkeepers for years, and today and boasts over 10,000 accounting and bookkeeping professionals as users.  The main value proposition of Neat is that it makes it very easy for a firm’s client to upload business expenses into Neat which in-turn, automates time-consuming data-entry into QuickBooks.

Partners will enjoy a myriad of benefits from the Neat Freak program including the revenue sharing, feature on the Neat accountant/bookkeeper locator and monthly and annual contests.  Multi-Account Access is available with Neat Premium and Neat Business editions at no additional cost. To learn more about the Neat’s Neat-Freak partnership program, click here.

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About Neat®:  The Neat Company provides small businesses and sole proprietors with cloud-based expense and document management system, which streamlines the collection and retention of important financial documents, automatically extracts key information, and provides real-time insights to automate time-consuming bookkeeping tasks. Neat’s patented ID2 technology intuitively classifies documents and populates key data fields, helping small businesses organize and categorize financial information that is critical to their business’s needs. In order to manage the high, daily volume of expense transactions and financial documents, Neat gives small business owners the power to capture and access files from any device, taking productivity to the next level. By consolidating reporting and eliminating time-consuming tasks like data entry, Neat streamlines accounting and tax-related workflows, giving time back to small businesses so they can get to what matters most.

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