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Description
Become accustomed to creating reports and updating data feeds from Xero and QuickBooks Online. This strategy enables accountants and business owners who appreciate data to continue utilizing their personalized Excel reporting packs. By serving as a seamless conduit for transferring data from a spreadsheet to Xero and QuickBooks with just one click, along with your spreadsheet as a supporting document—be it a journal entry, invoice, bill, purchase order, or bank transaction—you can enhance your workflow. Enhance your spreadsheet's cloud functionality and maintain your established reporting pack without requiring your staff to learn new reporting systems—after all, nothing compares to Excel! Experience quicker report generation across all clients, which can lead to reduced costs and opportunities to engage new clients transitioning to cloud solutions. Furthermore, consider investing in a comprehensive reporting pack for your practice or a consolidation model for multiple companies, allowing you to easily refresh and update values using DataDear. This will not only streamline your processes but also improve the overall efficiency of your financial reporting endeavors.
Description
Neo-Capital is a comprehensive accounting solution designed for small enterprises, independent contractors, accountants, and firms specializing in financial services. Its Online version operates through a web browser, while the Desktop version is available for installation on both Windows and macOS, allowing users to manage their financial records locally without needing an internet connection. This software facilitates various tasks such as creating invoices, generating estimates, managing bills, capturing receipts, tracking mileage, and performing bank reconciliations, in addition to categorizing transactions, identifying deductions, estimating quarterly taxes, and producing financial reports. Enhanced features in the Pro and Firm versions introduce accrual accounting, a detailed chart of accounts, general ledger management, trial balance preparation, period closings, as well as functionalities for handling sales and purchase orders, inventory tracking, classifying expenses, job costing, and time management, along with maintaining an audit trail. The Firm version further extends capabilities by allowing client book management and providing read-only access to client dashboards. Users can easily import data from QuickBooks and establish connections with various financial services like banking, marketplaces, payment processors, advertising platforms, and payroll providers. Online subscription plans come with mobile access and bank feed integration, while an optional Connected service enhances the Desktop version with cloud functionalities, ensuring users can access their data seamlessly wherever they are. Ultimately, Neo-Capital aims to streamline accounting processes for its users, promoting efficiency and ease of use.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Amazon
No
Claude
No
Etsy
No
Gemini
No
Google Ads
No
Gusto
No
Meta Ads
No
Model Context Protocol (MCP)
No
OpenAI
No
PayPal
No
Integrations
Amazon
Yes
Claude
Yes
Etsy
Yes
Gemini
Yes
Google Ads
Yes
Gusto
Yes
Meta Ads
Yes
Model Context Protocol (MCP)
Yes
OpenAI
Yes
PayPal
Yes
Pricing Details
$35 per month
Free Trial
No
Free Version
No
Pricing Details
$19/month
Online plans cost $19/month or $190/year for Basic, $39/month or $390/year for Pro, and $99/month or $990/year for Firm; annual billing includes two months free. Desktop licenses are one-time purchases: $49 for Basic, $249 for Pro, and $899 for Firm. Optional Desktop Connected plans cost $15, $22, or $35 per month, depending on edition. Additional Online business books cost $9/month. Invoice card payments are subject to Stripe's standard processing fee plus Neo-Capital's 1% fee.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
DataDear
Country
Malta
Website
www.datadear.com
Vendor Details
Company Name
Neo-Capital LLC
Founded
2026
Country
United States
Website
neocapital.app
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
Yes
General Ledger
No
Government
Yes
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
Yes
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
