Neat Plan FAQ
The Neat cloud service allows you to add files – or access files – from anywhere!Neat Plan FAQs
- What are the system requirements?
- How do I login and access Neat?
- How do I get my items into Neat?
- How do I provide feedback?
- Other FAQs
What are the system requirements?
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?
- Go to app.neat.com
- 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:- Snap a picture of your items with the Neat Mobile App.
- Email items directly to your Neat account using Neat’s Neat Cloud email address feature.
- Import items from your computer directly into New Neat.
- Scan items into Neat using the Desktop Scan Utility.
How do I provide feedback?
You can provide feedback and share your ideas right here in the help center:https://support.neat.com/customerservice/feedback-form
Other FAQs
Bookkeeping & Financial Management
- Transactions in Neat
- Transaction Reporting (Accounting Reporting)
- Monthly Review in Neat
- Insights in Neat
- Vendor Mapping
- Categories
- Starting Balances
- Journal Entries
- Transaction Itemization
- Suggested Transaction Matching
Settings
Database Management
- Folder Management
- Item Management
- Managing Columns
- Importing
- Exporting
- Searching for Items
- Emailing Items
- Printing Images
