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What is Neo-Capital?
Neo-Capital is an all-encompassing accounting solution tailored for small businesses, freelancers, accountants, and firms focused on financial services. The Online variant functions via a web browser, while the Desktop version can be installed on both Windows and macOS, empowering users to manage their financial documents locally without the need for internet access. This software simplifies a range of tasks, including generating invoices, creating estimates, overseeing bills, capturing receipts, tracking mileage, and conducting bank reconciliations, along with classifying transactions, pinpointing deductions, estimating quarterly taxes, and producing various financial reports. Advanced features in the Pro and Firm versions incorporate accrual accounting, a comprehensive chart of accounts, general ledger oversight, trial balance preparation, period closing processes, and functionalities for managing sales and purchase orders, inventory oversight, expense classification, job costing, and time tracking, while also ensuring an audit trail is maintained. The Firm version takes it a step further by enabling client bookkeeping management and offering read-only access to client dashboards for better collaboration. Users can conveniently import data from QuickBooks and connect with a variety of financial services, including banks, marketplaces, payment processors, advertising platforms, and payroll providers. Online subscription plans provide mobile access and integration with bank feeds, and an optional Connected service enhances the Desktop version with cloud capabilities, ensuring that users have seamless access to their data from any location. Ultimately, Neo-Capital is designed to optimize accounting workflows for its users, fostering improved efficiency and user-friendliness, making it an essential tool for modern financial management.
Media
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Integrations Supported
Gusto
Claude for Financial Services
Clio
Integrations Supported
Gusto
Amazon
Claude
Etsy
Gemini
Google Ads
Meta Ads
Model Context Protocol (MCP)
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
Pricing Information
$19/month
Online plans cost $19/month or $190/year for Basic, $39/month or $390/year for Pro, and $99/month or $990/year for Firm; annual billing includes two months free. Desktop licenses are one-time purchases: $49 for Basic, $249 for Pro, and $899 for Firm. Optional Desktop Connected plans cost $15, $22, or $35 per month, depending on edition. Additional Online business books cost $9/month. Invoice card payments are subject to Stripe's standard processing fee plus Neo-Capital's 1% fee.
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Windows
Mac
Customer Service / Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Online Training
Training Options
Documentation Hub
Company Facts
Organization Name
PwC
Date Founded
1998
Company Location
United Kingdom
Company Website
www.pwc.com/us/en/products/insightsofficer.html
Company Facts
Organization Name
Neo-Capital LLC
Date Founded
2026
Company Location
United States
Company Website
neocapital.app
Categories and Features
Legal Billing
Not specified
Categories and Features
Accounting
Not specified