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ease
features
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support

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Description

Easily scan your receipts, monitor your transactions, and reconcile your financial records all from a single interface. Welcome to the new era of bookkeeping, where reconciling your transactions becomes a breeze. With Neat, you can seamlessly match receipts and invoices to their respective transactions, and our platform will even propose matches to facilitate the reconciliation process. This innovative tool is designed to help small businesses transition smoothly into an environment where bookkeeping is straightforward, effortless, immediate, and automated. We empower businesses to track, manage, and centralize their financial information, ensuring they are ready for tax season while remaining aware of their financial health. With over 100,000 small businesses in North America benefiting from our services, we continually seek new methods to streamline accounting for our valued customers and enhance their efficiency. Our mission is to make financial management as intuitive and accessible as possible for entrepreneurs everywhere.

Description

TrulySmall Accounting is the perfect solution for small businesses, streamlining your tasks with one user-friendly software platform that maximizes efficiency. By automating your accounting tasks, you can reclaim valuable time that was previously lost to tedious bookkeeping activities. Simply link your bank account, and we will handle the automatic categorization and posting of all your transactions. You can effortlessly send invoices, monitor their statuses, and gain insights into payment timelines. Additionally, we take care of sending automated reminders to your clients when payments are due. Our software also ensures that your accounts are automatically reconciled, aligning invoices with incoming payments to eliminate any uncertainty about received payments. Say goodbye to the hassle of Excel spreadsheets; when you connect your bank to TrulySmall Accounting, you’ll have all your essential business reports ready in five minutes or less. This not only helps you understand your business's financial health better, but also prepares you for loan applications and ensures you’re ready for tax season without the last-minute rush. Ultimately, TrulySmall Accounting empowers you to focus on growing your business instead of getting bogged down by financial management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Contacts
Microsoft Outlook
Quicken
TrulySmall Expenses
TrulySmall Invoices
TurboTax Business

Integrations

Google Contacts
Microsoft Outlook
Quicken
TrulySmall Expenses
TrulySmall Invoices
TurboTax Business

Pricing Details

$99.99 per year
Free Trial
Free Version

Pricing Details

$20 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Neat

Founded

2002

Country

United States

Website

www.neat.com

Vendor Details

Company Name

TrulySmall

Country

Canada

Website

trulysmall.com/trulysmall-accounting/

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

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Alternatives

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