It’s time to take the guesswork out of running your business.

Now Live!: Neat’s Business Health Insights* will provide you with the data and metrics you need to feel confident about your business – in real-time, on one screen on your Neat dashboard.

*Business Insights are only available with Neat’s Complete Plan.
Click here to learn more.

It’s time to take the guesswork out of running your business.

Coming Soon: Neat’s Business Health Insights will provide you with the data and metrics you need to feel confident about your business – in real-time, on one screen on your Neat dashboard.

Here are some of the insights we’ll be releasing in 2020…

Now Live!: Net Profit

Neat’s Net Profit insight will allow you to see monthly Net Profit values at-a-glance on your Neat Dashboard upon login. You’ll be able to quickly see how your business is performing and identify any unexpected expenses or cash flow issues. We expect this Net Profit to be released by April 1st.

Next Up: Full Income Statement (P&L) Insights

Neat’s P&L insights will provide you with a snapshot of your company’s assets and expenses and are expected to be released by the end of 2020.

  • Cash Balance – Understand how much money you have on hand on a daily basis. 

  • Net Cash – See how much cash your business has on hand minus any liabilities. This will help you determine the amount of cash remaining after certain charges and deductions.

  • Top Expense Categories – See where you’re spending most of your money in any given week so you can make relevant adjustments as needed.

  • Cash Flow – The net amount of cash that you are receiving and disbursing over a week. 

  • Total Sales – The total value of all invoices during a month before adjustments in the form of customer discounts, refunds and returns. 

  • Income Statement – You might also call this your profit and loss (P&L Statement), Statement of Earnings or Statement of Operations. This will show your profit and loss over a specific period.

  • Gross Profit – This will appear on your income statement and is the profit you make after deducting the costs associated with making and selling your products or the costs with providing your service.

  • Operating Expenses – Think: all the expenses that don’t have to do with making your product or delivering your service. Things like rent, equipment, inventory costs, marketing, payroll and insurance are all operating expenses. 

Keep checking back as we continue to update this page with new insights to help you confidently run your business.