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This is Neat's newest web app and New Neat Experience. The Neat cloud service allows you to add files – or access files – from anywhere!
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Quick guide to getting started with Neat
Check out our onboarding checklist to help with getting started.
- Dashboard
Your dashboard provides you with updates about Neat and your account. Quickly access items, check your cashflow, or share ideas all from the Dashboard. - Transactions
Connect your financial accounts and stream in transactions to manage all your financial data in one place. - Reports
Review and create reports. - File Cabinet
Create your own folder structure to organize your items in Neat. - 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. - Needs Review
Check your dashboard for recently added items. - Add Item
Import, createm and check out other ways to add items to Neat. - Settings
Access various user, account, and billing settings. - Neat Tips
Check Neat Tips on your dashboard for tips on using Neat. - Quick Links
Quickly access your various item types from the Quick Links menu on your dashboard. - Release Notes
See notes on newly added functionality and features in Neat to make the most out of your experience. - Ideas Portal
Share your thoughts and feedback about Neat and your experience in the Ideas Portal! All changes in Neat are a direct result of customer feedback! - Help & Support
Quickly access the Neat Help Center articles and walkthroughs or open a case with support.
What are the system requirements for Neat?
Neat is a web-based cloud application that can be accessed using a web browser like Chrome (Recommended), FireFox, and Safari. You must have an active Neat Cloud subscription plan in order to use Neat.
How do I login and access Neat?
- Go to app.neat.com
- Enter your existing Neat user name and password credentials.
How do I get my items into 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 into New Neat.
- Scan items into Neat using the Desktop Scan Utility.
How do I provide feedback on the Neat web app?
Please visit the Neat Ideas Portal to share your ideas and feedback on the Neat web app.
Other FAQs
Settings
