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, and industry-specific platforms.
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EXPLORE PRODUCTS
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 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—no infrastructure or BI team required.

What Our Clients Say

Real feedback from real customers

Unified data, automated reporting, better decisions

“Before partnering with Neat Data, Farmer Focus had critical business data scattered across multiple disconnected systems – leaving product managers without clear sales visibility and staff bogged down in manual reporting for farmer partners and feed suppliers. Neat Data unified everything into a single source of truth, automating the manual reporting and giving every team the visibility they needed to move faster and make better decisions.”

Renee Saylor

Director of Information Technology, Farmer Focus

From manual reports to on-demand insights

“Before implementing Neat Data, reporting relied on an outdated platform pulling data directly from an AS400 database. Support staff had to manually run reports and email them out, which consumed IT time and delayed access to business insights. Neat Data replaced that process with pre-built dashboards designed specifically for the distribution industry. Now users can log in and access sales insights on demand, suppliers can view their own performance without involving internal staff, and IT time that was once spent fulfilling report requests is freed up for higher-value work. The visibility across departments has created real operational benefits. Sales teams can quickly identify customer trends and product performance, Accounts Receivable has clearer insight into aging and collections activity, Accounts Payable can better track purchasing and vendor activity, and Inventory teams gain improved visibility into movement, turns, and stock levels to support smarter ordering decisions.”

Gregory Froio

Information Technology vCIO, On Demand Technologies

Streamlined analysis across two ERP systems

“The Neat Data dashboards offer a straightforward and comprehensive summary of our sales data, enabling us to swiftly analyze gains and losses. This capability enhances our evaluation of raw material planning. Additionally, these dashboards facilitated the integration of two separate ERP systems, consolidating historical data for streamlined analysis.”

Sales Leadership

Marcho Farms

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.

B2B Sales Analytics

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

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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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 large NCR Power Enterprise 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?

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

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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.