The only financial management tool for everything!
Organize Business Docs
Track Business Expenses
Manage Your Books
Send & Manage Invoices
Neat is your suite of financial tools all-in-one.
You're managing multiple things with your business day in and day out. What if you had a platform that helps you manage the financial side of your business? Stay on top of cash flow, send invoices and organize financial documents. You can access it all in Neat.
Send your own invoices & receive payments
Accept credit and debit cards securely. Get paid fast with our partner WePay (a Chase company).
Customizable invoice templates
Only pay standard processing fees* when a customer pays with debit/credit or bank transfer.
The convenience of Neat
in your back pocket, backpack,
or back office.
Take your business where you actually do business. Easily access saved reports, documents that need review, and more while capturing important documents into Neat on your tablet or phone.
Set up Neat in 5 minutes
Starting is as simple as creating a Neat login, connecting your bank accounts, and getting back to your business. Want custom tips and tricks? Schedule a consultation with a Neat Specialist.
Unlimited support for all your questions
We don’t have robots talk to you, except for our very polite chatbot on our website that connects you to a human. You’ll always have unlimited access to personalized support from a Neat expert at no additional cost.