Platform, Not Product

Analytics that extend the value of your business systems

Neat Data delivers pre-built, hosted Power BI dashboards that turn transactional data into clear, actionable insight – without custom BI projects, spreadsheets, or internal analytics teams.

Built for growing B2B companies using QuickBooks, ERPs, BSS/OSS, and industry-specific platforms.

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Neat Data for NCR Power Enterprise
Works with your existing systems. No migration required.

What Neat Data does

From raw transactions to real decisions

Accounting systems and ERPs are great at recording transactions – but poor at explaining what’s happening in the business. Neat Data sits on top of your existing systems and transforms operational data into pre-built interactive dashboards, trends, and insights your team can actually use.

Pre-Built
Analytics

Dashboards designed for sales, margin, inventory, and operations – ready to use out of the box.

Automated Data
Pipelines

Your data refreshes automatically. No exports. No manual work.

Hosted Power BI Platform

Secure, managed analytics with no infrastructure or BI team required.

Pre-Built B2B Sales Analytics

Turn high-volume sales data into actionable sales insight

B2B companies generate thousands – or millions – of sales transactions across customers, products, and time. Managing that volume while supporting a sales team requires more than static reports.
Neat Data delivers sales analytics designed specifically for B2B selling models, combining transaction-scale reporting with AI-driven insight for sales teams and leadership.

What sales teams get

Customer-level insight at scale

Automatically segment customers based on buying behavior, product mix, and trends – without manual analysis.

AI-driven cross-sell recommendations

Identify product gaps, buying patterns, and expansion opportunities across customer accounts.

Sales rep performance visibility

Each rep sees a personal sales dashboard focused on their accounts, performance, and trends.


Account-focused reporting

Sales reps and managers can analyze sales activity by customer, product, and time – drillable down to transaction detail.


Weekly sales analysis reports

Automatically generated, detailed weekly reports delivered to reps – highlighting changes, risks, and opportunities.

Built for real B2B sales operations

Neat Data supports:

Large transaction volumes

Multi-rep account ownership

Long customer relationships

Product-based and contract-based selling

Sales analytics that scale with the business—without creating reporting overhead.

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Choose your platform

Neat Data works with the systems you already use.
ACCOUNTING PLATFORMS

Neat Data for

QuickBooks Online

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Neat Data for

QuickBooks Desktop

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ENTITY RESOURCE PLANNING (ERP) PLATFORMS

Neat Data for

Epicor P21

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Neat Data for

NCR Power Enterprise

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Neat Data for

General ERPs

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E-COMMERCE PLATFORMS
Neat Data for

Rave Retailer

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INDUSTRY PLATFORMS

Neat Data for

Telecommunications

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Dashboard Visual Gallery

Dashboards are Power BI–native and optimized for QuickBooks Online datasets.

Who Neat Data is For

Built for growing B2B companies

Distributors & wholesalers

Inventory-driven businesses

Telecom providers

Finance, operations, and sales leaders

Companies with high transaction volumes

From $1M SMBs to enterprise operations.

Why Neat Data?

Why companies choose Neat Data?
OPTION
REALITY

Native system reports

Limited, static, accountant-focused

Excel & spreadsheets

Manual, fragile, inconsistent

Custom BI projects

Expensive and slow

Neat Data

Fast, fixed-cost, purpose-built

Professional Services

Support when you need it

Professional services help customers implement, customize, and operationalize analytics across teams—without turning Neat Data into a consulting engagement.

Services

Implementation & onboarding


Custom dashboards & KPIs


Advisory & advanced analytics

Designed for finance and operations teams

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See what your data has been trying to tell you

Neat Data gives you modern analytics without forcing a system change.
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If you can see it clearly, you can run it better.