Less chasing the paperwork.
More running your business.
Quotes, invoices, expenses and company records, all connected. Here is how NeatBeans helps you get the everyday jobs done.
Join the list and we'll email you when we launch.
Then £19.99/month per company, inc. VATFrom a good quote to a paid invoice.
Save customer details once. Keep quotes, invoices and payment records together, so you can see what has been sent and what is still owed.
- Create branded quotes and turn them into invoices
- Email documents and keep a record of their status
- Record payments and review outstanding balances
- Set recurring invoice schedules for repeat work
Recurring drafts are generated while the app is open. Payments are recorded, not collected automatically.
Explore limited company invoicingInside NeatBeans · Invoices
Keep the receipt with the expense.
Give supplier costs and supporting paperwork a home. Keep records as you go, instead of piecing them together at the end of the month.
- Record expenses against your suppliers
- Attach receipt photos, including from your phone
- Track business mileage and capital purchases
- Enable purchase orders when your business needs them
Purchase orders are optional. When enabled, new and edited expenses must link to an eligible order for that supplier.
Explore expense and receipt trackingInside NeatBeans · Expenses
See where your business stands.
Bring your sales, spending and balances into view. Use reports to spot what needs attention and prepare for a useful conversation with your accountant.
- View Profit & Loss, Balance Sheet and draft final accounts
- Review money owed by customers and to suppliers
- Keep spending categories and assets in view
- Export reports to CSV or print them for review
Reports use your recorded data. Management Profit & Loss uses cash-basis figures, and draft accounts should be reviewed with your accountant.
Inside NeatBeans · Reports
Small business. A lot to keep together.
Banking that joins the dots
Add bank accounts, upload CSV statements and match transactions to invoices, expenses and other company movements.
A loan account for each director
Directors listed in your company details get their own loan account. Keep personal expense credits, funding and repayments in view.
VAT records & tax estimates
Review VAT summaries, Corporation Tax estimates and key dates. Keep digital records ready for review and Making Tax Digital.
More than invoices and receipts
Keep business mileage, fixed assets, dividends and dividend vouchers alongside your everyday bookkeeping.
Your records, wherever you work
Company records and receipt attachments save to your account in the cloud. The app adapts to your laptop and phone.
Records you can take with you
Download a company backup and export reports. Keep useful copies for your accountant, or before moving to another service.
Your assistant, connected to your books.
Connect a compatible AI assistant through MCP (Model Context Protocol). Add customers, record expenses, and create and email quotes or invoices from your conversation.
See an exampleConnect in Settings → Integrations. You approve access and can disconnect whenever you like.