Neat Mobile App

13 articles

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​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…

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…

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 allows you to: Capture items on-the-go to send them to Neat. Quickly search for items in your Neat database. Vi…

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…

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…

Capture Items with the Neat Mobile App

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…

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 btop left corner.. Select Settings.. Select System Defaults.…

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 Monthly Review Experience

Please Note: You must be on an active Neat (Yearly) or Neat (Monthly) subscription in order to take advantage of the features in this article.. Along with Neat's new Monthly Review experience in the…

Invoicing in the Neat Mobile App

View and manage your invoices in the Neat Mobile Application! NOTICE: As of October 31, 2023, Neat will no longer process online payments through the invoicing feature. This means that credit card an…

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…

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…

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…
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