Insights in Neat

Please Note: You must be on an active Neat Books subscription or a Neat Complete subscription in order to take advantage of the features in this article.

Additionally, the features in this article are still in a beta phase and some functionality is missing.

Neat will now provide business owners with a dedicated area that highlights your Business Health (KPIs). Within Neat you can view at-a-glance into how your business is performing on a monthly and yearly basis.


Insights FAQs

What are Insights?

Insights will provide you with basic intelligence and accounting KPIs to better understand the health of your business. By interpreting expense and income data, Neat will surface prescriptive advice for users, removing the uncertainty and anxiety that can come from not knowing basic business metrics such as cash in and cash out. Neat is taking the guesswork out of running your business. With our updated dashboard, Neat will give you real-time data about key accounting metrics like net profit, sales, cash flow and more.

How do I access the Insights?

Select Insights from the left hand navigation.Once you have accessed the Insights screen, you will be able to view charts for Net Cash Flow, Top Expense Categories, Cash Balance and Total Sales.

What is Net Cash Flow?

Cash flow is the money that moves in and out of your business. You can use this chart to understand how well you are balancing this flow of money. Inflows are the total of all income (sales) accounts and outflows are the total of all categories you assign (expenses) to. When you subtract expenses from your sales, the result is net cash flow. The higher this number is, or a trend line that is moving up and to the right, the better your company is performing.


Click on the blue 'date' drop-down in the upper right of the Net Cash Flow chart to adjust the date range.

Changing the date range will also automatically update the graph on the right that shows the sum total for the selected date range.

What are Top Expense Categories?

In order to understand where your money goes, this chart shows you the top categories where you spend money. When you are looking for opportunities to save money or cut expenses, this chart will help you identify areas where you might be overspending


Click on the 'date' drop-down to change the date range and click on the blue 'category' drop-down in the upper right corner of the chart to choose which categories are included in the Top Expense Categories chart.

What is Cash Balance?

Part of practicing good cash flow discipline is understanding how much cash you have on hand, and where it is located. This chart displays your current cash balance and the accounts where you have money available to your business. Use this information to make sure you are putting your money to good use by taking advantage of accounts where you can earn interest for cash that is not immediately needed to run your business.

What is Profit & Loss

Profit & Loss Insights help you to keep track of how your business is performing month over month. With P&L Insights you can quickly compare your Gross Profit and Net Profit totals at-a-glance.

Click on the blue 'date' drop-down in the upper right of the Profit and Loss chart to adjust the date range.

Changing the date range will also automatically update the graph on the right that shows the sum total for the selected date range.

What are Total Sales?

The Total Sales chart is useful to help you determine how the market is responding to your offering. The Total Sales chart is a great place to understand which goods and services you tend to sell the most of. You can also see if there is seasonality within a product, so you can control your inventory levels better. Use this chart to manage your product/service mix. You can take advantage of high performers, and look to replace items that tend to move more slowly.



Click on the blue 'view by' drop-down to change how you view the chart and click on the blue 'date' drop-down to select a date range.

Changing the date range will also automatically update the graph on the right that shows the sum total for the selected date range.

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