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

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 Accounts/Transactions tab underneath of Do My Books and follow the on-screen instructions to connect your first account. For detailed instructions click here.

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.

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:

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