Platform, Not Product
Analytics that extend the value of your business systems
Built for growing B2B companies using QuickBooks, ERPs, BSS/OSS, and industry-specific platforms.
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
Hosted Power BI Platform
Secure, managed analytics with no infrastructure or BI team required.
What Our Clients Say
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.”
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“Before implementing Neat Data, reporting relied on an outdated platform pulling data directly from an AS400 database.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.”
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.”
Pre-Built B2B Sales Analytics
Turn high-volume sales data into actionable sales insight
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
Sales rep performance visibility
Account-focused reporting
Weekly sales analysis reports
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.
Choose your platform
ENTITY RESOURCE PLANNING (ERP) PLATFORMS
Dashboard Visual Gallery
Dashboards are Power BI–native and optimized for QuickBooks Online datasets.
Contact Us
Who Neat Data is For
Distributors & wholesalers
Inventory-driven businesses
Telecom providers
Finance, operations, and sales leaders
Companies with high transaction volumes
Why Neat Data?
Native system reports
Excel & spreadsheets
Custom BI projects
Neat Data
Professional Services
Support when you need it
Services
Implementation & onboarding
Custom dashboards & KPIs
Advisory & advanced analytics