Business dashboard

How do I login to the Neat Business dashboard?
After we approve your application, you will get an e-mail that contains a link to your Neat Business dashboard as well as your login name and password. We r...
Tue, 15 May, 2018 at 10:22 AM
What is the Neat Business dashboard?
The Neat Business dashboard is an online platform that enables you to manage your company's finances. In the dashboard, you will be able to see all yo...
Tue, 15 May, 2018 at 10:23 AM
Who has access to the Neat Business dashboard?
We give full dashboard access to the person who signs up for the Neat Business account in the first place (the original "Admin"). If someone else ...
Tue, 15 May, 2018 at 10:23 AM
What is the difference between the Neat Business dashboard and app?
The Neat Business dashboard enables you to see your overall account activity. It allows you to: Check all accounts and cards balances View all incoming ...
Tue, 15 May, 2018 at 10:23 AM
Does Neat Business integrate with cloud accounting platforms?
At the moment we don't have any direct integration, but we are working on it. In the meantime you can export all the transactions in CSV from the das...
Tue, 15 May, 2018 at 10:23 AM
How do I create a new payee in the dashboard?
In this article we will describe how to: 1). Create a bank account payee 2). Create a Neat Personal Payee To create a Bank Account payee There a...
Tue, 4 Sep, 2018 at 7:16 PM