This checklist assumes you are using the Neat web app and that you have an active Neat Cloud subscription plan (Basic or Complete).
Step 1: Take the Neat Tour
When you login to Neat for the first time, take the Neat tour to learn about the Neat Experience.
Step 2: Connect your first account to Neat!
Connect your first financial account to Neat. Click the tansaction tab, click Connect Account and follow the on-screen instructions to connect your fist account. For detailed instructions click here.
Step 3: Check your Settings
Check your User and Account Settings to make sure your account in configured to your specifications.
- Click your name (top right hand corner), then select User Settings and Account Settings.
Step 4: Download the NeatMobile App for Android or iOS
Step 5: Take Note of your Neat Cloud Email Address
All subscriptions for the Neat Cloud Service come with a personalized Neat Cloud email address in the following format: @neatcloud.com. This email address makes it easy to forward emails such as e-receipts and other digital documents directly to your Neat account.
Click here for more information about your Neat Cloud email address.
- Click your name (top right hand corner), then select User Settings and check the Neat Cloud Email section.
Step 6: Set up your Integrations
Neat can integrate with a variety of other software tools to extend and enhance the Neat experience.
Click here to get a full list of possible integrations.
- Click your name (top right hand corner), then select Integrations.
Step 7: Start Adding Items to Neat
There are many ways to get items into Neat such as: