This checklist assumes you are using the Neat 2.0 web app and that you have an active Neat Cloud subscription plan (Lite, Premium, or Business).
Take the Neat Tour
When you login to Neat 2.0 for the first time, take the Neat tour to learn about the Neat 2.0 Experience.
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.
Download the NeatMobile App for Android or iOS
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.
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.
Start Adding Items to Neat
There are many ways to get items into Neat 2.0 such as: