Neat Data for QuickBooks Desktop

See your business clearly—without spreadsheets, exports, or custom builds.

Automated QB sync (Invoices, Sales Receipts, Customers, Items)
Hosted Power BI dashboards (no setup)
Always up to date (daily or hourly refresh)

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Stop Working Around QuickBooks Desktop

QuickBooks Desktop is great for accounting—but limited for decision-making. Most QB companies end up exporting data, rebuilding reports, and still missing margin and trend clarity.

CLARITY

No clear view of margin by customer or item

FLEXIBILITY

Manual exports to Excel

CONSISTENCY

Inconsistent reporting month to month

TREND ANALYSIS

Limited historical trend/seasonality analysis

GROWTH

Dashboards that break as data grows

Pre-Built Power BI Dashboards

Professionally designed dashboards for sales, customer profitability, item trends, margin analysis, and seasonality—ready to use.

Automated QuickBooks Desktop Integration

Your QB data syncs automatically (Invoices, Sales Receipts, Customers, Items). Your dashboards stay current, daily.

Fully Hosted & Managed

We host and manage the Power BI environment, updates, and ongoing improvements. No servers. No BI maintenance.

Our Process

Connect QuickBooks

We work with you to connect to your QuickBooks Desktop.

We Handle the Rest

We ingest, model, and optimize the data automatically.

Log In and Use it

Access interactive dashboards that stay updated over time.

Who This Is For

Designed for product-based and B2B companies using QuickBooks that need better visibility into sales, margin, and customer performance.

Distributors

Wholesale businesses

Light manufacturers

Specialty retailers

Service businesses with product revenue

Pricing That Scales with Your Business

Base pricing with add-ons to turbo charge your business.

Sales Analytics

Base Offering
$7k/year
  •   Core dashboards
  •   36 months of history
  •   Automated daily sync

Goals Tracking

Optional Add-On
$4k/year
  •   You configure goals
  •   Track actuals to goals
  •   Continous comparisons

AI Sales Coach

Optional Add-On
$4k/year
  •   Plan for each account
  • Cross-selling
  • Customer segmentation

Additional File

Optional
$4k/year
  •   QuickBooks Desktop file
  •   Additional company file
  •   Combined on dashboards

Why Neat Data (Instead of Building It Yourself)?

OPTION
REALITY

Excel / Google Sheets

Breaks at scale, manual, error- prone

Custom Power BI build

Expensive, slow, hard to maintain

Hiring an analyst

$80k–$120k+ per year

Neat Data

Live in days. Fixed monthly cost. Zero maintenance.

Built by Analytics Experts

Neat Data is built by a team that has delivered analytics for distributors, inventory-driven businesses, and high-volume transactional environments.

Security & Trust

Read-only access to QuickBooks

No changes made to your QB data

Secure cloud infrastructure

Designed for finance and operations teams

Ready to See Your Data Clearly?

Stop exporting. Stop guessing. Start making decisions with confidence.

REQUEST A DEMO
VIEW PRICING
If you can see it clearly, you can run it better.