Neat

Look for tools that make routine work easier to complete and easier to check. Create a sample invoice, record an expense and explore the reports you use most often. Ask your team to try the same tasks. A practical workflow, clear navigation and useful integrations can matter as much as the number of features available.

Here’s a glimpse at each plan and its features and functionality:

• Lite

Look for tools that make routine work easier to complete and easier to check. Create a sample invoice, record an expense and explore the reports you use most often. Ask your team to try the same tasks. A practical workflow, clear navigation and useful integrations can matter as much as the number of features available. Look for tools that make routine work easier to complete and easier to check. Create a sample invoice, record an expense and explore the reports you use most often. Ask your team to try the same tasks. A practical workflow, clear navigation and useful integrations can matter as much as the number of features available. Look for tools that make routine work easier to complete and easier to check.

• Premium

Look for tools that make routine work easier to complete and easier to check. Create a sample invoice, record an expense and explore the reports you use most often. Ask your team to try the same tasks. A practical workflow, clear navigation and useful integrations can matter as much as the number of features available. Look for tools that make routine work easier to complete and easier to check. Create a sample invoice, record an expense and explore the reports you use most often. Ask your team to try the same tasks. A practical workflow, clear navigation and useful integrations can matter as much as the number of features available. Look for tools that make routine work easier to complete and easier to check.

• Business

Look for tools that make routine work easier to complete and easier to check. Create a sample invoice, record an expense and explore the reports you use most often. Ask your team to try the same tasks. A practical workflow, clear navigation and useful integrations can matter as much as the number of features available. Look for tools that make routine work easier to complete and easier to check. Create a sample invoice, record an expense and explore the reports you use most often. Ask your team to try the same tasks. A practical workflow, clear navigation and useful integrations can matter as much as the number of features available. Look for tools that make routine work easier to complete and easier to check. Create a sample invoice, record an expense and explore the reports you use most often.

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While add-ons and integrations are scarce on the Lite plan, the Premium and Business plans both come with a handful of powerful additions. The most notable integration is Quickbooks (the online and desktop version). If you use the desktop version, it’ll come at an extra cost. In addition to Quickbooks, you can also integrate it with Sage. Integrating either of the two will make it much easier to export data from Neat to your accounting system. Not only can you integrate it with accounting platforms, but you can also integrate it with the below tools:

• Google: Easily access your Google contacts from the Neat dashboard
• Constant Contact: Auto-populate contact information into forms
• Mailchimp: Similar to Constant Contact, reduces data entry by auto-populating data
• H&R Block: File taxes and itemize your deductions through Neat
• Outlook: Sync your address book and keep your contacts up-to-date

Consider how your team will learn the software and get help when questions arise. Explore the help centre, check the support channels and look for examples relevant to your business. An effective onboarding process should make everyday tasks clear and give you a reliable way to solve problems as your needs change. Consider how your team will learn the software and get help when questions arise. Explore the help centre, check the support channels and look for examples relevant to your business. An effective onboarding process should make everyday tasks clear and give you a reliable way to solve problems as your needs change.

Consider how your team will learn the software and get help when questions arise. Explore the help centre, check the support channels and look for examples relevant to your business. An effective onboarding process should make everyday tasks clear and give you a reliable way to solve problems as your needs change. Consider how your team will learn the software and get help when questions arise. Explore the help centre, check the support channels and look for examples relevant to your business. An effective onboarding process should make everyday tasks clear and give you a reliable way to solve problems as your needs change.