Fintech company Neat launches new app to put all-in-one financial management in the hands of small business owners

Gone are the days of small business owners staying in the same physical office, thanks to mobile apps. Today, most small business owners are always on the go. They work in multiple locations, including on the road, throughout the day.

This change has also created a new set of challenges for business owners needing to streamline day-to-day activities and run their accounting and financial applications while they are away from they’re on the road. That’s why one fintech company is on a mission to puts all-in-one financial management in the hands of small business owners.

Enter Neat, a Philadelphia-based fintech company that enables business owners to take control of their bookkeeping practices wherever they are. Neat’s all-in-one financial management platform makes it possible for business owners — with or without accounting expertise — to manage their books and keep business finances in order while on the go quickly and confidently.

Today, The Neat Company announced the launch of an iOS mobile app that complements its award-winning financial management platform. The Neat Mobile App provides small business owners with the ability to connect with their bank and credit card accounts, create and send invoices, and receive online payments from customers right from an iPhone or iPad. In addition, the Neat Mobile App can be utilized to capture and search for financial documents such as receipts, invoices, and statements while on the go.

Founded in 2002, Neat transforms the way people work by offering solutions that change the way they deal with paper and digital information. Neat helps businesses track, manage, and centralize their financial data to be prepared for tax time and stay informed about the health of their business.

Neat’s unique combination of cloud, mobile, desktop software, and hardware scanning solutions creates a comprehensive Digital FilingSystem that helps simplify everyday tasks so their customers have more time to do what matters.

Commenting on the launch, Neat President and CEO Garrett Baird said, “Based on my past experience as a small business owner, I understand how critical it is to keep finances current. With spreadsheets and dated software packages, I found bookkeeping difficult to do and almost impossible if I wasn’t at my desk. It took time away from growing my business, and I worried that I had surely done something wrong.

Baird continued, “Neat is acting on the problems I saw during those years by overcoming the limitations of homegrown spreadsheets and making the process truly mobile. Neat’s platform is comprehensive yet easy-to-use, and accessible from wherever a small business person needs to be. It will save them time, avoid headaches, and save money by getting books done faster and more efficiently right from your iPhone.”

The Neat Mobile App is built to mimic Neat’s user-friendly, intuitive, and versatile web experience, showcasing its simplicity while powerfully delivering needed help.

The new Neat mobile app comes with many features to streamline financial management for small business owners including a sign-up fearure for a Neat subscription or trial directly from the mobile app. The app also gives users the ability to completely connect business bank and credit card accounts so users can view all transactions from their mobile device

Business owners also have access to the iPhone/iPad camera to capture receipts and other documents for upload directly into Neat. The app also supports the management of uploaded documents by organizing them into the application’s file cabinet and user-customized folders, precision matching of user-imported data and physical documents, and fast and accurate full-text document search on all scanned files.

The app also enables users to balance books by matching uploaded documents to bank transactions entirely on their mobile devices. It also comes with on-the-go invoice management, including the ability to view past due and outstanding invoices, send reminders with one tap, and receive online payments quickly and securely.

The Neat Mobile App is now available for download from the Apple Store. The Neat financial management platform can be tried for free for 14 days. Users then pay only $289.99 for a yearly subscription ($24/month) with a 30-day money-back guarantee. Neat also offers a month-to-month subscription at just $29 per month.