How to Share your Neat Account
Learn how to share your account with your colleagues and clients to take collaboration to the next level!
How to Change your Security Questions
Learn how to update your security questions and answers in this short video.
How to Connect a Bank Account to Neat for Transaction Streaming
Connect to over 10,000 financial institutions and stream transactions into Neat realtime using transaction streaming! Check out this video on how to connect an account to Neat for transaction streaming.
Insights - What is Monthly Cash Flow?
Neat’s business health insights will provide you with the data and metrics you need to feel confident about your business – in real-time, on one screen on your Neat dashboard. Check out this video on monthly case flow insights!
How to Change your Email Address
Learn how to change the email address associated with your Neat account.
How to Change System Default Settings
Learn how to change your system default settings like your currency.
How to Email Items Directly to your Neat Account
Learn how to use your Neat Cloud email address to send your e-receipts directly to Neat.
Resetting your Neat Password
Forgot your password? Need to change it? Learn how to manage your passwords in this short video!
How to Email Items from Neat
Learn how to email your items from Neat to your colleagues and clients.
How to Show and Hide Columns in Neat
Learn how to manage and organize the columns that are most useful to you in Neat.
How to Share Folders in your Neat Account
Learn how to share folders in your Neat account with your colleagues and clients to take collaboration to the next level!