Neat Invoicing and Bookkeeping

The Neat Company

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, www.neat.com

Ratings and reviews

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.

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).

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.

What's new

Minor enhancements and bug fixes.