Reporting Overview in Neat
Reporting in Neat helps turn your stored documents and financial data into clear, actionable insights. By running reports, you can quickly understand where your money is going, track income and expenses over time, prepare for tax season, and answer questions without digging through individual files or receipts. Whether you’re reconciling accounts, sharing information with your accountant, or keeping a closer eye on your business or personal finances, Neat reports save time by organizing your data into easy-to-read summaries that support better decisions and more confident record-keeping.This article provides an overview of all available reports in Neat, so you can easily understand which reports best meet your needs and when to use them.
Reporting Topics
Reporting Overview in Neat
In Neat, there are three reporting sections:Financial Reporting: Get a clear, accurate view of your business finances with Neat’s financial reports. Use reports like Profit & Loss, Balance Sheet, Cash Flow, and detailed transaction reports to understand income and expenses, monitor cash movement, and assess your overall financial health. These reports help you stay informed, make confident decisions, and be prepared for tax time or financial reviews. Financial reports can only be run on transactions in the Do My Books section of Neat and requires an active Neat + Automated Insights Plan type.
Spending / Tax Reporting: Spending and tax reports help you track expenses, categorize spending, and stay organized throughout the year. These reports make it easy to review where money is being spent, identify deductible expenses, and gather the information you need for tax preparation, without sorting through individual receipts or files. Spending / Tax reports can be run on both transactions in the Do My Books section and on files in the Organize My Files section of Neat.
Receivables Reporting: Neat’s receivables reports give you clear visibility into unpaid invoices and expected income. By running aging and detail reports, you can quickly see which payments are outstanding, prioritize follow-ups, and maintain healthy cash flow without manual tracking. Receivables reports can be run on both files in the Organize My Files section and invoices in the Bill My Customers section of Neat.
Financial Reporting
Get a clear, accurate view of your business finances with Neat’s financial reports. Use reports like Profit & Loss, Balance Sheet, Cash Flow, and detailed transaction reports to understand income and expenses, monitor cash movement, and assess your overall financial health. These reports help you stay informed, make confident decisions, and be prepared for tax time or financial reviews. Financial reports can only be run on transactions in the Do My Books section of Neat and requires an active Neat + Automated Insights Plan type.There are several available financial report types you can run in Neat. Check out the list of available financial reports below:
Profit & Loss Statement: Also known as an Income Statement, the Profit & Loss report provides a clear summary of your company’s income and expenses over a specific time period. Use this report to understand profitability, track financial performance, and see where money is being earned and spent.
Balance Sheet: The Balance Sheet report shows your company’s financial health at a glance. By outlining assets, liabilities, and owner’s equity, it helps you assess stability, track changes over time, and make informed financial decisions.
Cash Flow Statement: The Cash Flow Statement shows how cash moves in and out of your business over a specific time period. It summarizes cash inflows and outflows from operating, investing, and financing activities, helping you understand liquidity, manage cash on hand, and ensure your business can meet its financial obligations.
Transaction Detail: This report shows a detailed breakdown of transactions across your accounts, including money coming in and going out. It’s especially useful for reviewing activity, troubleshooting discrepancies, and supporting reconciliation or financial reviews.
For more information about Financial Reporting in Neat and for a list of How-Tos, check out our Help Center Article: Financial Reporting in Neat
Spending / Tax Reporting
Spending and tax reports help you track expenses, categorize spending, and stay organized throughout the year. These reports make it easy to review where money is being spent, identify deductible expenses, and gather the information you need for tax preparation, without sorting through individual receipts or files. Spending / Tax reports can be run on both transactions in the Do My Books section and on files in the Organize My Files section of Neat.There are several available spending/tax report types you can run in Neat. Check out the list of available spending/tax reports below:
Expense Report: The Expense Report summarizes receipts, mileage, and other expenses. This report provides you with a convenient cover sheet, line-by-line breakdown of all the expenses in the report, and source images if you choose to include them. Use this report to organize your expenses, for reimbursement requests, and maintain accurate records for accounting or tax purposes.
Neat Pro Tip: The Neat Expense report is the report type we recommend using to help prepare your tax return and maximize your tax deductions.
Spending Detail: The Spending Detail report provides a comprehensive view of your receipts, with flexible grouping options to organize data by category, date, vendor, or other criteria. Use this report to analyze spending patterns, identify trends, and gain better control over your business or personal expenses.
Spending Summary: The Spending Summary report provides an overview of your receipts, including the total transaction count and aggregated amounts. Use this report to quickly see overall spending, identify trends, and gain a high-level understanding of where your money is going.
Tax Category: The Tax Category report organizes your receipts by tax category, giving you a clear view of deductible expenses and taxable items. Use this report to simplify tax preparation, ensure accurate reporting, and easily share categorized information with your accountant.
Sales Tax: The Sales Tax report shows the sales tax collected and reported on your receipts over a specific period. Use this report to verify sales tax amounts, simplify filing, and ensure compliance with local or state tax regulations.
For more information about Spending / Tax Reporting in Neat and for a list of How-Tos, check out our Help Center Article: Spending & Tax Reporting in Neat
Receivables Reporting
Neat’s receivables reports give you clear visibility into unpaid invoices and expected income. By running aging and detail reports, you can quickly see which payments are outstanding, prioritize follow-ups, and maintain healthy cash flow without manual tracking. Receivables reports can be run on both files in the Organize My Files section and invoices in the Bill My Customers section of Neat. Check out the list of available receivables reports below:Receivables Aging: The Receivables Aging report provides a clear view of all outstanding invoices, organized by how long they’ve been unpaid. Use this report to quickly see which invoices are due or overdue, prioritize follow-ups, and stay on top of your accounts receivable to maintain healthy cash flow.
Customer Detail: The Customer Detail report provides a detailed view of each customer’s outstanding balances, payment history, and past transactions. Use this report to track what each customer owes, monitor payment trends, and manage collections more effectively.
Invoice Detail: The Invoice Detail report provides a comprehensive view of every invoice, including amounts, dates, status, and related customer information. Use this report to review invoice activity, verify accuracy, and manage billing or follow-ups efficiently.
For more information about Receivables Reporting in Neat and for a list of How-Tos, check out our Help Center Article: Receivables Reporting in Neat
