Take the stress away
bookkeeping…it’s easy-to-use!

Visualize how to fuel your business with trending data about your cash balance, top expense categories, total sales, and more.

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With NeatBooks®

  • Spend minutes, not hours, doing your books
  • Feel confident at every step with guided workflows
  • Reduce costly bookkeeping mistakes
  • Make informed decisions with real-time reporting
  • Personalized consultations and support
  • Provide your accountant access

Inform your inspiration with
trends and insights

Easily understand at a glance how to fuel your business with trending data
about your cash balance, top expense categories, total sales, and more.

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Really, you don’t need to be
a financial expert

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Automatic accounting
reports

Inform your business decisions with automatic, real-time accounting reports such as profit and loss statements, cash flow statements, and balance sheets.

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Say hello to
guided workflows

Guided workflows with suggested
receipt matching make accounting
easy for the veteran business owner or new entrepreneur. Know with minimum effort which tasks are open and closed with receipt-matching categories that help you understand your business better.

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Set up NeatBooks in
5 minutes

Starting is as simple as creating a NeatBooks login, connecting your bank accounts, and getting back to your business. Want custom tips and tricks? Schedule a consultation with a Neat Bookkeeping Specialist.

Easy-to-use. Start a 15 day free trial

As an entrepreneur, you juggle all aspects of your business, from production to serving your clients and everything in between. One day you’re a marketer, and the next day you’re a bookkeeper. NeatBooks takes the guesswork out of one aspect of your business – collecting payment for your hard work.

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Filter transactions and financial overviews

Securely sync your bank accounts and get a full overview of all the transactions in your account. Filter by vendor, category, which expenses have been matched with a receipt, and search by keyword.

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Pair receipts with expenses in minutes

No more time-consuming work at the end of the month (or when you’re supposed to be on vacation). Use Neat’s mobile app to upload and match receipts to expenses as they occur on your phone or tablet.

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Customizable invoices built quickly

Create invoices that match your brand and leave an impact on your customers. Well-crafted invoices that get you paid on time.

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Fast and secure online payments

Eliminate the need to wait for checks in the mail. Get your money faster by enabling your customers to pay you by credit/debit card and bank transfers*. Neat partners with industry-leading WePay (a Chase company) to provide you with secure payments. Convenient and awesome? Heck yeah.

*Standard payment processing fees apply. Visa, Mastercard, Discover: 2.9% plus 30 cents per transaction. Amex: 3.4% plus 30 cents per transaction. Bank transfer: 1%.*

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