Neat Trial FAQ

Please review the following FAQs to find out more information about the Neat Trial Experience.


How do I start my free trial of Neat?

It’s easy - Simply navigate to, click the Try for Free button and you're on your way! OR, click here to get started!

What exactly can I do in my free trial of Neat?

You’ll have access to all the features available in the plan you selected to trial. Books trialers can stream transactions, use our reconciliation features, itemize transactions and so much more. Be sure to check out our Help Center for tutorials, videos, FAQs and other helpful material on getting the most out of your 15 days.

How long is the trial?

Your free Neat trial will last for 15 days. You can upgrade anytime and we’ll just add on those remaining days to your subscription.

What happens after the trial is over?

When your trial ends, your Neat account will automatically convert to the plan that you decided to trial for the 15 day period. At the time of conversion is when the credit crad that was used to sign up will be charged.

Can I switch to a paid plan before it’s over?

You sure can! As mentioned above, you can upgrade at any point in your trial!

Can I try all the new features? (I’m an existing/long-time Neat user) If so, how?

Absolutely! Just sign-in at, click Try NeatBooks. From there you’ll begin your FREE 15 day trial period where you can try out all of the new features.

Please Note: No migration of any kind will be required for those using any current Neat applications. For those using our retired legacy desktop application, please click here for more information.

Do I need a credit card for the free trial?

Yes, a credit card is necessary when signing up for a free trial with Neat. After the 15 day trial, you will be charged for either you NeatBooks or NeatFiles unlimited plan.

Will I have access to support during my trial?

Of course! You’ll have access to 1:1 training, live chat, phone, and best of all, our built-in Help Center where you’ll find a wealth of tutorials, FAQs, videos and more! If you’ve already started your trial, click here to launch our in-app help center.

What types of accounts can I connect to Neat to stream my transactions?

Neat allows you to connect to over 10,000 financial institutions where you can manage your bank (personal/savings etc.), credit card, and loan accounts.

Can I still use a Scanner to get my items into Neat?

Yes! You’ll just need to download our versatile, easy-to-use, FREE Scan Utility. Our Scan Utility allows you to scan your items directly into Neat or to your computer.

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