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.
We built NeatBooks® to simplify the accounting challenges
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 as you go
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
Finally, an invoicing tool that’s turnkey, professional, and builds branded invoices in minutes.
Fast and secure online payments
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.
The convenience of NeatBooks... anywhere
Take your business where you actually do business. Easily access saved reports, documents that need review, and more while capturing important documents into NeatBooks on your tablet or phone.
Say hello to clarity with 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.
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.
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.
Unlimited support for all your questions
We dont’s have robots talk to you, except for our very polite chatbot on our website that
connects you to human. You’ll always have unlimited access to personalized support
from a Neat expert at no additional cost.
Frequently Asked Questions
I'm not ready to make a decision. Do you offer a free trial?
Yes, Neat offers a free, 15-day trial for NeatBooks. During those 15-days, you’ll receive full access to your selected product trial. After the trial, you can decide to continue with NeatBooks.