What’s New in Neat

What’s New in Neat

New Desktop Application – in Beta

The new all-in-one desktop application allows you to scan and manage your files at the same time.

Archive Connected Financial Accounts – Released

Hide connected financial accounts you no longer want to see in your transactions. Keep the transaction history for reporting.

Delete Transaction Accounts – Released

Delete an account and its associated transactions from your active connected accounts and transaction grid.

Transaction Category Enhancements – Released

Delete, merge, and filter transaction expense categories.

Insight Filter Enhancements

Filter configurations for insights are preserved as preferences.

File Import Enhancements

File imports use the file name as the document title. A future enhancement will similarly improve email-in uploads so that the subject line of the email is used as the document title.

ScanSnap Integration

Updated integration allows you to scan wirelessly to Neat over WiFi with the iX1500 & iX1600 scanner.

Announcements & New Blog Activity

The new Announcements section highlights our webinar schedule and other product updates including access to newly released blog posts!