NeatBooks

Small business finances made easy

Signing up takes less than 5 minutes.

Spreadsheets, be gone!

NeatBooks eliminates the manual labor—and second guessing—of what the heck to do with small business accounting and bookkeeping.

Stop wasting your time with multiple bookkeeping tools, handwritten journals, and Excel formulas. Whether you run your business by yourself or have a small team, NeatBooks is easy to use. No financial experience required.

Go Statementless

No need to wait for bank statements to know where your money goes. 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.

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 online payment processing fees apply to debit/credit card transactions and bank transfers. Visa, Mastercard, Discover: 2.9% plus 30 cents per transaction. Amex: 3.4% plus 30 cents per transaction. Bank transfers: 1%.

Fuss-free invoicing

Finally, an invoicing tool that’s turnkey, professional, and builds branded invoices in minutes. Feel awkward about follow ups? No worries, just set up automatic reminders, and you’re good to go.

Capture and access receipts, invoices, and statements anywhere

No more time-consuming work at the end of the month (or when you’re supposed to be on vacation). Scan files, capture images on mobile devices, or upload from your computer to NeatBooks to access financial documents anytime, anywhere. Give up to 5 people access to your account and set permissions according to their roles.

Say goodbye to guesswork with guided workflows

Using four categories that address common transactions, you will feel confident in managing your money without the “did I do that right?” feeling.

Suggested Matches

Optimize your time by using vendors and expense categories set up in your account to automatically suggest pairings of receipts and expenses.

Deposits

View transactions marked as deposits and pair the associated documents for your records.

Refunds and Credits

View transactions marked as refunds and credit and pair the associated documents for your records.

Other Reconciled

Isolate unique transactions to quickly pair associated documents.

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

Confidently do your books faster the first time. We built NeatBooks on extensive market and user research to simplify the accounting challenges that small businesses face every day.

Automatic accounting reports

Inform your business decisions with real-time accounting reports like profit and loss statements, cash flow statements, and balance sheets. Use these automatic reports to streamline processes and to gain an in-depth view of the most important accounting performance metrics for your business.

Additional custom reports include:

  • Expenses
  • Spending detail
  • Spending summary
  • Sales tax
  • Tax category

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

Neat has 20 years of experience in data security

In tech world years, two decades equates to centuries. With that experience comes a deep knowledge of data security. NeatBooks uses bank-standard encryption and security protocol through Yodlee, a worldwide banking solution provider that streams transactions for more than 20,000 credit unions, financial institutions, and major banks.

Convenience in your back pocket, backpack, or desk

Take your business where you actually do business, because your work is unique to you. Easily access saved reports, documents that need review, and more while capturing important documents on your tablet or phone.

1:1 Access to a Neat Bookkeeping Specialist

Used to jumping through hoops to get help? Skip the circus and access personalized support with a Neat Bookkeeping Specialist as much as you need through email, chat, and calls at no additional cost.

Signing up takes less than 5 minutes.