Onboarding Checklist

This checklist assumes you are using the Neat web app and that you have an active Neat Cloud subscription plan (Basic or Complete).

Please Note: For the following you will need to be logged in to the Neat web app.

Onboarding Checklist

  1. Take the Neat Tour

    When you login to Neat for the first time, take the Neat tour to learn about the Neat Experience.

  2. 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.
  3. Download the NeatMobile App for Android or iOS

    Scan, manage, and access all your data with the NeatMobile app.

  4. 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.
  5. 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.
  6. Start Adding Items to Neat

    There are many ways to get items into Neat such as:

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