Über NeatBooks

If you're looking for a simple & easy bookkeeping automation for your small business, look no farther than Neat!

<strong>Document capture and full digitization</strong>
Capture and import images of paper documents into your Neat account through a variety of means including scanning, mobile capture, direct import and your personal NeatCloud email address. Images are automatically processed through Optical Character Recognition (OCR) to fully digitize all text characters and then parsed to assign data to corresponding fields in each new item’s data record, depending on the document type.

<strong>Retention and Organization</strong>
Neat provides the ability to quickly and easily arrange all of your captured data records and images into folders that you can name and organize as you see fit.

<strong>Access your information any time… and anywhere</strong>
All of your data and image files are maintained in a highly secured cloud-based environment providing you with direct access through the Neat mobile app or web browser from anywhere at any time.

<strong>Visual insights to the health of your business</strong>
Quickly and easily create reports to review the financial environment of your business such as spending, sales tax, tax form applicability based on the data in your account.

<strong>Get reimbursed for business expenses</strong>
Create an Expense Report for all reimbursable expenses.

<strong>Collaborate with your accountant or bookkeeper</strong>
Shared your data with anyone you choose. You can share individual files or entire folders with anyone, or add another user to your account for even better productivity. And, everyone can comment back and forth on shared items.

<strong>Send your collected financial data to your accounting software or service</strong>
If you use QuickBooks Desktop, QuickBooks Online or Sage One you can directly integrate neat with these platforms and seamlessly send transactional data you have collected in your Neat account to your accounting system.

Preisoptionen ab:

99,99 $/Jahr

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Hauptvorteile von NeatBooks

Gain Visibility with real-time visibility into the health of your business. Running out of cash is one of the top reasons small businesses fail!

Optimize Your Cash Flow by keeping track of unpaid or late bills and payments due, which can avoid disruptions in cash flow.

Reduce Your Tax Time Burden by utilizing the Income Tax classification feature. Doing so can increase your deductions and reduce the time and stress spent on preparation and filing.

Mitigate Your Tax Risk by reducing errors with automated categorization of expenses.

Collaborate with others by providing tools to connect with co-workers, customers, vendors and seamlessly interact with your accountant or bookkeeper.

Put Focus Back into Your Business by reducing the time spent managing time-consuming administrative tasks!





Vereinigte Staaten

Unterstützte Sprachen


Preisoptionen ab:

99,99 $/Jahr

  • Kostenlose Version
  • Gratis Testen
  • Abonnement


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Gesamtzahl der Funktionen von NeatBooks: 35

  • Archivierung & Aufbewahrung
  • Ausgabenanalyse
  • Ausgabenmanagement
  • Belegmanagement
  • Buchhaltung
  • Budgetierung/Prognosen
  • CPA-Firmen
  • Compliance-Verfolgung
  • Datei-Verwaltung
  • Daten-Import / -Export
  • Datenerfassung und Übertragung
  • Datenextraktion
  • Datenvisualisierung
  • Datenüberprüfung
  • Document Capture
  • Dokumentenspeicher
  • Drag-and-Drop
  • Drittanbieter-Integration
  • Einmalige Anmeldung
  • Erstattungs-Management
  • Finanzberichterstattung
  • Gemeinnützige Organisationen
  • Integration in QuickBooks
  • Integration in die Buchhaltung
  • Kategorisierung / Gruppierung
  • Kosten-Kontrolle
  • Kostenverfolgung
  • Mehrere Währungen
  • Mehrfache Datenquellen
  • Optische Zeichenerkennung (OCR)
  • Sicheres Login
  • Steuermanagement
  • Verbindlichkeiten
  • Volltextsuche
  • Werkzeuge zur Zusammenarbeit



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NeatBooks Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über NeatBooks.

NeatBooks bietet folgende Kostenpläne an:

  • Beginnt ab: 99,99 $/Jahr
  • Preismodell: Abonnement
  • Gratis Testen: Verfügbar

NeatBooks hat die folgenden typischen Kunden:

Selbstständig, 2-10, 11-50, 51-200

NeatBooks unterstützt die folgenden Sprachen:


NeatBooks unterstützt die folgenden Geräte:

Android (mobil), iPhone (mobil), iPad (mobil)

NeatBooks kann in folgende Anwendungen integriert werden:

Campaign Monitor, Constant Contact, Google Contacts, H&R Block At Home, Mailchimp, Microsoft Outlook, QuickBooks Online Advanced, Quickbooks Online, Quicken, TurboTax Business

NeatBooks bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, 24/7 Live-Support, Chat

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