Onboarding Checklist
Onboarding Checklist
Step 1: Take the Neat Tour
Take the Neat tour and watch our Getting Started videos!- Getting started with the Neat Base Plan in 10 minutes
- Getting started with the Neat + Automated Insights Plan in 6 minutes
Here are some other great getting started videos to watch:
- Beginner's Guide to File Organization
- Using Neat to Declutter and Get Organized
- File Management in Neat
Step 2: Connect your first account to Neat!
Connect your first financial account to Neat. Click Accounts/Transactions tab underneath of Do My Books and follow the on-screen instructions to connect your first account. For detailed instructions click here.
For more information on connecting accounts and a demonstration of the Automated Insights plan, watch this video on Automating Expense Management with accounts & transactions.
Step 3: Check your Settings
Check your User Settings and Account Settings to make sure your account is configured to your specifications.- To access these settings, click your name (top right hand corner), then select User Settings or Account Settings from the dropdown list.
Step 4: Download the NeatMobile App for Android or iOS
Scan, manage, and access all your data with the NeatMobile app.
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Watch this Neat Mobile Application video to see the Neat Mobile application in action and learn all about it!
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 finding your Neat Cloud email address.
Learn how to utilize your Neat Cloud Email-In address to add digital files to Neat + more in this video snippet: Using your Neat Cloud Email-In Address
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:- Snap a picture of your items with the Neat Mobile App.
- Email items directly to your Neat account using Neat’s Neat Cloud email address feature.
- Import items from your computer directly to Neat.
- Scan items to Neat using the Desktop Scan Utility.