Business Profile in Neat

How are you using Neat? This information will be helpful in personalizing the experience for both Business and Personal users.

Neat Web App

When signing up with Neat, after 30 days, you will be prompted to self identify how you will be using Neat.

If the Business profile is selected, you will then be directed to complete a business profile where you will be asked the demographics of your business. Once all information is gathered, your business profile will be saved but you can also edit that information at any time.

How to Edit Business Profile on the Neat Web App

  1. Select Account Settings from the drop down menu under your name in the top left corner.
  2. Select Edit My Profile in the Business Profile section. There you will be able to edit your business profile information.

Neat Mobile App

Users accessing Neat via the mobile application will also be prompted to complete a business profile after 30 days. If you're not using Neat for business, you can toggle on I use Neat for Personal.

How to Edit Business Profile on the Neat Mobile App

  1. From the Settings page, choose Change Business Profile.
  2. Once selected, you will be able to change your demographic information.


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