Neat Invoicing and Bookkeeping

172 reviews
Content rating
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About this app

Neat’s Mobile App allows you to:

Invoice On The Go
Manage invoices from the palm of your hand.
- Customize, set up and send invoices
- View past due and outstanding invoices
- Send reminders with one tap
- Receive online payments quickly and securely

Capture Receipts & Manage Your Documents
-Scan, upload and organize your business's most important documents on the go
-Quickly find what you’re looking for with a full-text search on all scanned files

Reconcile Transactions in Two-Taps
Take your bookkeeping to the next level - wherever you are - with Neat's mobile app. Balance your books on your phone, reducing the time it takes each month.

Download today for fast invoicing, seamless bookkeeping, easy receipt capture, and comprehensive document management.

The Neat Mobile App requires an active NeatBooks®, NeatFiles™, or NeatInvoices™ subscription.

This is the app for The Neat Company,
Updated on
Dec 1, 2022

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Financial info and 4 others
Data is encrypted in transit
You can request that data be deleted
172 reviews
Michael & Paulette “Crestline Refinishing”
August 26, 2022
This app is so easy to use now that I can just use my finger print. When I'm picking up supplies, it's not unusual for me to loose a receipt or two. That ads up over 365 days. W/the new app, I can easily & quickly scan the app, & choose the folder it needs to go into. My kids swear I have ADD, & they could be right. This helps me to stay organized, before I get sidetracked into the next task or 10. Just imagine how much it will help U if you don't have the attention span of a 3 yr old.
2 people found this review helpful
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The Neat Company
August 26, 2022
Thank you so much for your review! The biometric feature is a tremendous bonus allowing you to access your information quickly. Glad to hear our Neat mobile app is keeping you well organized!
James Vandross
May 30, 2020
Multiple issues thus far: 1. I can no long view my folders. I like to navigate to a particular folder, then scan items into that folder. I do not want to import to a general area without a way to move items to their proper folder. 2. There is no option to use the phone's flash for scanning. 3. The auto-scan did not accurately capture the images. I would still like the option to resize the image before saving. Hopefully we will still get to use the old app past 30 June (i.e. do not retire).
16 people found this review helpful
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Samuel Fain
May 2, 2021
What a downgrade. It has a third of the functionality of the old app without any improvements that I can see. No way to lock the app with a PIN or biometric login. It always starts at scan page, no matter what, so I always have to go through the motions to get to my current folder. In item "Edit" mode it presents a tiny fraction of fields. I can't even modify the payment type, let alone add notes. While the rest of the world goes mobile, Neat wants to force its clients to use browser on desktop.
4 people found this review helpful
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The Neat Company
May 7, 2021
Thank you for your feedback. When first opening the application, you are brought to the scanning page but you can navigate through the bottom menu to get to your desired location of the app. We do apologize for the lack of Notes that can be edited within the application but all notes can be added on desktop as well!

What's new

Minor enhancements and bug fixes.