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What is Smoothbalance?

Smoothbalance is a financial management tool designed specifically for sole traders, limited companies, and their accountants. This cutting-edge application allows users to easily create and send quotations and invoices while efficiently tracking their expenses. It appeals to a wide array of professionals, such as plumbers, graphic designers, interior decorators, musicians, web developers, electricians, and anyone self-employed or running a small business. The main objective of Smoothbalance is to ensure timely and accurate sending of quotations and invoices, as well as precise expense tracking. By facilitating a smoother connection between small business owners and their accountants, Smoothbalance reduces the burden of excessive paperwork, enabling users to manage their invoices and receipts directly within the platform. For many small businesses, the task of managing invoices and expenses can become quite labor-intensive, and Smoothbalance effectively simplifies this process. Business owners typically find themselves either dealing with paperwork on their own or depending on an accountant or bookkeeper, which can often lead to inefficiencies. With Smoothbalance, users can maximize their time and concentrate on expanding their businesses rather than being overwhelmed by administrative duties. Ultimately, this app serves as a valuable resource for improving financial organization and efficiency in everyday business operations.

What is Neat?

Neat is a financial organization app that combines receipt tracking, expense management, tax preparation support, and digital document storage for freelancers and small businesses. It is built for users who want clarity around spending without needing to manage a complicated accounting system. The platform helps small business owners collect receipts, categorize expenses, track purchases, store invoices, organize contracts, and keep important records in one searchable digital workspace. Neat can be used to manage expenses from subscriptions, business travel, office supplies, meals, vendor purchases, and other daily operating costs. Its automatic expense categorization helps reduce manual entry while giving users a clearer view of where their money is going. Real-time spending visibility and shareable expense reports make it easier to review business activity and provide clean records to accountants. The app also functions as a digital filing cabinet, allowing users to upload, scan, store, and retrieve receipts, invoices, bank statements, and business documents from the cloud. Mobile access helps users capture receipts on the go before paperwork gets lost or forgotten. Neat supports tax preparation by keeping receipts and expense records organized, categorized, and easier to hand off at filing time. The platform emphasizes security through bank-level encryption and secure cloud storage for sensitive financial documents. With receipt scanning, expense organization, reporting, digital archiving, and tax-ready recordkeeping, Neat helps freelancers and small business owners replace paper clutter with a simpler financial workflow.

Media

Media

Integrations Supported

Integrations Supported

Google Contacts
Microsoft Outlook
Quicken
TurboTax Business

API Availability

API Availability

Pricing Information

$3.99 per month
Free Version

Pricing Information

$200/year
Free Trial Offered?

Supported Platforms

iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Smoothbalance

Date Founded

2016

Company Location

United Kingdom

Company Website

smoothbalance.com

Company Facts

Organization Name

The Neat Company

Date Founded

2002

Company Location

United States

Company Website

www.neat.com

Categories and Features

Billing and Invoicing

Contact Database
Multi-Currency
Tax Calculator

Categories and Features

Bookkeeping

Not specified

Expense Report

Multi-Currency
Receipt Management
Reimbursement Management
Spend Control

Receipt Scanner

Not specified

Tax Preparation

Not specified

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