Neat, which makes document and expense management software, now integrates its product with QuickBooks Desktop. Neat’s software already integrates with QuickBooks Online.

Neat with QuickBooks Desktop is designed to let accountants and their clients process reimbursable expenses, organize accounts payable, prepare tax filings for audit, manage budgets and produce spending reports for analysis.

The integration has been a year in the making, Neat’s product and channel marketing manager Stephanie Mozzillo said. The announcement for the QBD integration was made at the Scaling New Heights 2017 conference, being held in Orlando, Fla. from June 4-7. The idea for the Desktop integration came out of last year’s conference, when Neat executives realized QuickBooks Desktop was a “stickier” way to find and retain users.

“If we onboard Desktop clients, we already have them when they decide to move to the cloud,” Mozzillo said.

“Document storage and retention have always been and will continue to be a pillar of Neat’s offering for small businesses,” said Neat’s President, Michael Crincoli, in a statement. “But, we recognized that a real need for our customers was to integrate Neat’s capabilities with QuickBooks Desktop, expanding our ecosystem of accounting and business software. For loyal QuickBooks Desktop users, it’s an opportunity to incorporate Neat’s document and expense management software into their operations, streamline their accounting workflows and get to what matters most.”

Neat is available in three tiers: Essentials, Premium, and Business. Business clients will automatically get the QBD integration, with the option to add users. For more information, click here.

Register or login for access to this item and much more

All Accounting Today content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access