​New Neat Mobile App New Neat Mobile App Overview

New 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
  • View and match your streamed transactions
  • See your business insights (Coming soon)
     

Check out this list of FAQs for more information about the Neat Mobile App!

     

Check out our quick overview video on the Neat Mobile App menus and settings!

How do I install the Neat Mobile App?

The Neat Mobile app is supported on:

  • Android Versions: 9.0 (Pie) & 10 (Q)
  • iOS Versions: iOS 11 & iOS 12

Click here to download the Neat Mobile app and get started!

Please Note: If you have an older version of the Neat Mobile App installed, you will need to uninstall it and install this new Neat Mobile App. All your data will migrate to the new Mobile app seamlessly and instantly.

How do I login & out of the Neat Mobile App?

Log In
  1. Open the Neat Mobile App and enter your Neat account credentials and click Sign in. If you don't know your password, then you can follow the forgot password steps.
Neat Tip: Toggle Remember Me on to save and streamline the login process. Otherwise, for account security, you will be asked to login to the Neat Mobile App every time you open the application.

Log Out
  1. Click More from the bottom right corner.
  2. Select Log Out. You will be logged out of your account and brought back to the Mobile App login screen.

How do I change my account settings?

  • Change Profile Information
  • Change your Email Address
  • Change Password
    • Change Profile Information
      1. Click More from the bottom right corner.
      2. Click Settings.
      3. Click Change Profile Info.
      4. Here you can change the name on your account. Click Save to save your changes.
      Change your Email Address
      1. Click More from the bottom right corner.
      2. Click Settings.
      3. Click Change Email.
      4. Here you can change the email address on your account (The email address you login with). Click Save to save your changes.
      Change Password

      Learn how to change your password using this Help Center article.

      How do I access support?

      1. Click More from the bottom right corner.
      2. Click Support.
      3. You will be brought to support.neat.com where you can browse through our available Neat Mobile articles. Here you can start a chat to get agent support if needed.

      How do I provide feedback on the Neat Mobile App?

      We want to hear what you have to say! We encourage our customers to provide feedback and share their ideas with us via the Neat Ideas Portal. You can access the portal directly via the Neat Mobile App following these steps:

      1. Click More from the bottom right corner.
      2. Click Feedback.
      3. You will be brought to the Ideas Portal where you can share your feedback and ideas.

      How to I check my Neat Mobile App version number?

      If you encounter any technical issues while using the Neat Mobile App, the support team will need to know what Mobile version you are on in order to provide assistance. Follow the steps below to learn how to locate your version:

      1. Click More from the bottom right corner.
      2. Look for Current App Version. Provide the support representative with the full Neat Mobile Build number.

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