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.

Pricing

Price Starts At:
$99.99 per year
Free Trial Offered?:
Yes

Screenshots and Video

NeatBooks Screenshot 1

Company Facts

Company Name:
Neat
Date Founded:
2002
Company Location:
United States
Company Website:
www.neat.com

Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Webinars
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

NeatBooks Categories and Features

Forms Automation Software

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

Expense Report Software

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

Document Management Software

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

Bookkeeping Software

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

Accounting Software

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