NeatBooks FAQ

This is Neat's updated web app and latest Neat Experience for managing your business. The Neat cloud service allows you to add files – or access files – from anywhere!



Quick guide to getting started with NeatBooks

Check out our onboarding checklist to help with getting started.

  1. Dashboard
    Your dashboard provides you with updates about Neat and your account. Quickly access items, check your cashflow, or share ideas all from the Dashboard.
  2. Transactions
    Connect your financial accounts and stream in transactions to manage all your financial data in one place.
  3. Reconciliation
    Take advantage of Neat's refreshed approach to account reconciliation with our reconciliation action buckets that take the guesswork out of 'what needs to be done to reconcile my books?'.
  4. Insights
    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.
  5. Reports
    Review and create classic and accounting reports.
  6. File Cabinet
    Create your own folder structure to organize your items in Neat.
  7. Net Cash Flow
    Understand the flow of money coming in and out of your business. Net Cash Flow is a result of your outflows (expenses) subtracted from your inflows (sales).
  8. Needs Review
    Check your dashboard for recently added items.
  9. Add Item
    Import, create, and check out other ways to add items to Neat.
  10. Settings
    Access various user, account, and billing settings.
  11. Neat Tips
    Check Neat Tips on your dashboard for tips on using Neat.
  12. Quick Links
    Quickly access your various item types from the Quick Links menu on your dashboard.
  13. Release Notes
    See notes on newly added functionality and features in Neat to make the most out of your experience.
  14. Learn More
    Click on Learn More in any section of Neat to learn more about that section. Get links to helpful FAQs about each section.
  15. Help & Support
    Quickly access the Neat Help Center articles and walkthroughs or open a case with support.
  16. Ideas Portal
    Share your thoughts and feedback about Neat and your experience in the Ideas Portal! All changes in Neat are a direct result of customer feedback!

What are the system requirements for NeatBooks?

Neat is a web-based cloud application that can be accessed using a web browser like Chrome (Recommended), FireFox, and Safari. You must have an active Neat Cloud subscription plan in order to use Neat.

Please Note: For the best experience, we recommend using Chrome.

How do I login and access Neat?

  1. Go to
  2. Enter your existing Neat username and password credentials.

How do I get my items into Neat?

There are many ways to get items into Neat such as:

How do I provide feedback on the Neat web app?

Please visit the Neat Ideas Portal to share your ideas and feedback on the Neat web app.


How did we do?

Powered by HelpDocs (opens in a new tab)