Automated Insights
Financial reporting made easy so you can spend time focused on where you want it.
Automated Insights cannot be purchased without a Neat subscription.
Analyze your finances with live data
Easily monitor top expense categories & cash balances
Automated Insights Features
Connect Bank Account
Manage all of your financial data in one place by importing all of your bank account(s) activity.
Pair receipts with expenses
Use Neat's mobile app to upload and match receipts to expenses as they occur. Guided workflows are provided with suggested receipt matching to make accounting easy.
Accounting Reports
Make informed decisions with automatic, real-time accounting reports such as profit and loss statements, cash flow statements, balance sheets, and transaction reports.
Download and share reports with anyone who may need to view it for accounting or record keeping purposes.
Real-time insights
Know what is going on in your business at a glance, with real-time insights - including net cash flow, top expense categories, cash balance, profit and loss, and total sales.
Custom Invoices
Send customized invoices within minutes.
Easy and efficient - now that's Neat!
Buy nowAutomated Insights cannot be purchased without a Neat subscription.Keep track with ease
Always Organized
Get into the habit of uploading important documents as soon as you get them and you’ll never have to worry about paperwork overtaking your desk again.
Creating folders and subfolders is fast and easy, letting you arrange and adapt as you go. Store your receipts in subfolders to easily create expense reports, or organize documents in folders categorized by project, client, or month. Neat gives you the freedom to organize in a way that makes sense for you.
Searchable
Reduce manual data entry with Neat’s patented technology that accurately extracts key information from your document and turns it into usable data.
Collaborate
Neat makes it easy to work with others, even if they aren’t Neat users. You can even have multiple users for one Neat account, making it perfect for small businesses or families.
Share comments, important files and folders to collaborate with your trusted partners.
Easy and efficient – now that’s Neat!
Automated Insights cannot be purchased without a Neat subscription.
Compatible Receipt &
Document Scanners.
Neat works with any TWAIN compliant scanner.
Certified Hardware Partners
Neat works with any TWAIN compliant scanner, which includes most scanners on the market today. Additionally, Neat works with most major manufacturers to ensure their devices work seamlessly with Neat’s software. Connecting these devices is covered as part of our standard support plans.
Neat Comes with Customer Support
You’ll always have unlimited email and chat support to answer any of your questions. Also, our user-friendly Help Center Knowledge Base is available to you 24/7.