NeatBooks

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.