Take the stress away
Visualize how to fuel your business with trending data about your cash balance, top expense categories, total sales, and more.
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.
Really, you don’t need to be
a financial expert
Inform your business decisions with automatic, real-time accounting reports such as profit and loss statements, cash flow statements, and balance sheets.
Say hello to
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.
Set up NeatBooks in
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.
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.
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.
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.
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.
Let’s get started
Ready for more confidence? Try Neat today for free.
*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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