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. Be sure to check out our Help Center for tutorials, videos, FAQs and other helpful material on getting the most out of your 14 days.

How long is the trial?

Your free Neat trial will last for 14 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 14-day period. At the time of conversion is when the credit card 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 All of Neat. From there you’ll begin your FREE 14-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 14-day trial, you will be charged for your yearly or monthly subscription.

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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