The Neat Firm now provides customers much more choices with respect to exporting their monetary information, and extra capabilities obtainable by way of its cellular app.
With these newest enhancements, Neat continues to try to simplify small enterprise bookkeeping by making their platform extra user-friendly, intuitive, and versatile.
Key new capabilities added to Neat embrace:
Enhanced Cell Updates. The Neat cellular app has a streamlined appear and feel, and the method of making and managing invoices from the cellular app has been made less complicated – from creating and sending an bill in only a few faucets to a one-tap reminder to pay. Prospects can now centrally view all their financial institution accounts (even throughout monetary establishments) on cellular and decide by way of a wide range of expense classes to prepare their transactions. They will additionally edit the identify of their related accounts so it is simpler to establish, assign particular distributors to every transaction, and add customized notes/reminders to their imported gadgets. This cellular app replace allows clients to higher sustain with their bookkeeping duties whereas on the go – decreasing or eliminating a pile of “to do” record gadgets at month finish.
Transactions Reporting. New transaction reviews, shortly generated from the “Experiences” Dashboard, give clients a snapshot of what has been going out and in of their accounts. As soon as run, the reviews may be shortly emailed to companions/colleagues, or its contents downloaded for additional evaluation. Different Neat accounting reviews embrace revenue and loss, steadiness sheet, money stream, expense report, spending element, tax class, spending abstract, and gross sales tax.
Picture Enhancements. Photographs of paperwork, receipts, invoices, and different uploaded gadgets can now be seen and edited in a big preview window. This makes reviewing gadgets and navigating between them quicker than ever. Prospects can now additionally view pattern variations of invoices to develop into extra conversant in the invoicing characteristic.
Report Exporting. New performance makes it even quicker to ship PDF variations of monetary reviews from Neat with a customized message to 1 or a number of recipients.
Knowledge Exporting. Transaction information may be exported as a CSV file from Neat making it simpler to see, view, and filter transactions for matching or submitting exterior of Neat.
These Neat enhancements are in assist of The Neat Firm’s mission to ship all-in-one monetary administration software program for its clients. Neat is presently priced at $288 for an annual subscription ($24/month) or $29 month to month.
