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What is NeatInvoices?

Ensure that no invoice remains unpaid, as you rightfully deserve to receive compensation for your hard work. Keep all your invoices and payments neatly organized in a single, easy-to-manage location. Eliminate the frustrating wait for checks to arrive in the mail and access your funds more swiftly through Neat's esteemed partner, WePay, which is a subsidiary of Chase. Your clients will find it convenient to make payments via credit/debit cards or bank transfers. There’s no obligation to upgrade to access the full suite of features—enjoy hassle-free invoicing for your services and products. Standard processing fees will only apply when customers opt to pay with credit or debit cards or through bank transfers. Delight in the benefits of using a professional and user-friendly invoicing tool without the weight of subscription fees hanging over you. You can create and send out branded invoices in mere minutes, making the process seamless. While we offer a friendly chatbot on our website, it is designed to connect you directly to a live person for any help you may need. Moreover, you will have unlimited access to tailored support from a Neat expert, ensuring your needs are comprehensively addressed without any additional charges, which provides you with peace of mind. With these resources at your disposal, you can focus more on your work and less on the financial details.

What is NeatBooks?

Easily digitize your receipts, keep an eye on your transactions, and align your financial records all from a unified interface. Welcome to a transformative age of bookkeeping, where reconciling your transactions feels effortless. With Neat, you can effortlessly pair receipts and invoices with their corresponding transactions, and our platform will even suggest matches to simplify the reconciliation process. This cutting-edge tool is crafted to assist small businesses in making a smooth transition to a world where bookkeeping is uncomplicated, efficient, and automated. We enable businesses to track, manage, and consolidate their financial data, ensuring they are prepared for tax obligations while staying informed about their overall financial health. Serving over 100,000 small enterprises across North America, we are always on the lookout for innovative ways to enhance accounting processes for our esteemed clients and boost their productivity. Our commitment is to render financial management as simple and user-friendly as possible for entrepreneurs across the globe, paving the way for greater financial confidence. By doing so, we aim to empower business owners to focus on growth and success without being bogged down by administrative tasks.

Media

Media

Integrations Supported

Microsoft Outlook
Quicken
TurboTax Business
Campaign Monitor
Constant Contact
Gmail
Google Contacts
Mailchimp
QuickBooks Online
WePay

Integrations Supported

Microsoft Outlook
Quicken
TurboTax Business
Campaign Monitor
Constant Contact
Gmail
Google Contacts
Mailchimp
QuickBooks Online
WePay

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$99.99 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Neat

Date Founded

2002

Company Location

United States

Company Website

www.neat.com/neatinvoices/

Company Facts

Organization Name

Neat

Date Founded

2002

Company Location

United States

Company Website

www.neat.com

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

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