Neat Mobile App

15 articles

Subcategories

​Neat Mobile App Overview

The Neat Mobile App is a companion application to the Neat Web App. The Neat Mobile App allows you to: Capture items on-the-go to send them to Neat. Quickly search for items in your Neat database. Vi…

Invoicing in the Neat Mobile App

View and manage your invoices in the Neat Mobile Application! Mobile Monthly Review FAQs. How do I access my invoices in the mobile application?. Can I create new invoices in the mobile application?.…

File Cabinet in the Neat Mobile App

Access your cabinet from the Neat mobile application to share PDFs, move items, copy files, and duplicate folders. Check the FAQs below to learn more about working with your cabinet from the Neat mob…

Mobile Subscriptions

Neat now offers the option to purchase a subscription directly within the Neat mobile app. Previously, subscriptions were only available for purchase through neat.com. One of the main differences wit…

Batch Capture Documents & Receipts with the Neat Mobile App

Need to capture several receipts, documents, or other items at once? Batch uploads make it easy to capture multiple items in a row and upload them to Neat all at once.

Capture Items with the Neat Mobile App (iOS)

Learn how to capture items with your Neat Mobile App by snapping a picture with your mobile device's camera or importing images from your mobile device. Capture an Item. Capture an item directly to a…

Capture Items with the Neat Mobile App (Android)

Learn how to capture items with your Neat Mobile App by snapping a picture with your mobile device's camera or importing images from your mobile device. Capture an Item. Capture an item directly to a…

Troubleshoot Google Sign-In Issues

If you previously signed into Neat with your Google credentials and then receive an error when signing in with Google, please try the following steps to remove sign in access before trying again. Rem…

Transactions in the Neat Mobile App

You can now view and work with streamed transactions in the Neat Mobile App. A Neat plan with Automated Insights is required to access streaming transactions from your bank, credit card, or financial…

Change System Default Settings in the Neat Mobile App

Learn how to change system default settings like currency, rate/mi, and tax categories in the Neat Mobile App. Select the gear icon in the top right corner.. Select Settings.. Select System Defaults.…

Searching in the Neat Mobile App

Learn how to search within the Neat Mobile app with just a few simple clicks. Click the Search option from the Files section.. Enter the vendor, amount, name, or category of the item you are searchin…

Neat Mobile App - Forgot Password / Reset Password

Learn how to reset your Neat password if you forget it, or need to change it in the future! Help! I forgot my password. I know my password, how do I change it?. Help! I Forgot My Password. Note: Thes…

Mobile Monthly Review Experience

Please Note: You must have an active Neat subscription with the Automated Insights add-on in order to take advantage of the features in this article.. Along with Neat's new Monthly Review experience…

Accessing the Neat Web App on a Mobile Device

The Neat Mobile App is a companion application to the Neat Web App. The Neat Mobile App is the recommended method of working with Neat on your phone. It allows you to: Capture items on-the-go to send…

Biometric Sign-in

The Neat mobile app now has the option to sign in using your device's biometric verification to provide an easier, more secure way to access your Neat account. You'll need to have biometrics enabled…
Powered by HelpDocs (opens in a new tab)