Neat offers partner portal and multi-account access for firms
The Neat Company, which offers expense tracking and bookkeeping automation for small businesses, added multi-account access and a new partner portal Wednesday for accounting and bookkeeping firms.
Earlier this month, Neat announced a partner program for accountants and bookkeepers called Neat-Freak (see The Neat Company opens new accountant and bookkeeper partner program). The new features announced Wednesday can help accounting and bookkeeping firms to manage multiple clients within a main dashboard, add and manage multiple clients, as well as provide streamlined billing for participants in the Neat-Freak partner program.
Neat made its name with a series of infomercials showing how its technology can be used to scan in receipts, invoices and other documents to create a paperless office. It now claims over 10,000 accounting and bookkeeping professionals as users. The system allows a firm’s clients to upload business expenses into the software, thereby automating time-consuming data entry into Intuit's QuickBooks.
The multi-account access feature has been in beta testing with a group of accounting advisors and will officially launch during the Scaling New Heights event next week in Atlanta. Some of the main features include receipt and invoice classification and processing; integration with QuickBooks Desktop and QuickBooks Online; tax form classification and reporting; client collaboration for sharing financial and non-financial documents; document management, including unlimited storage with full keyword search; wholesale billing; and a client dashboard
The multi-account access feature is available with Neat Premium and Neat Business editions at no extra cost. For more on the Neat-Freak partners program, click here.