Neat Data for QuickBooks Desktop

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

Automated QBO 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 QBO 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 Integration

Your QBO data syncs automatically (Invoices, Sales Receipts, Customers, Items). Your dashboards stay current—daily or hourly.

Fully Hosted & Managed

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

Our Process

Connect QuickBooks Online

Securely authorize read-only access to your QBO data.

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

Your QBO data syncs automatically (Invoices, Sales Receipts, Customers, Items). Your dashboards stay current—daily or hourly.

Distributors

Wholesale businesses

Light manufacturers

Specialty retailers

Service businesses with product revenue

Pricing That Scales with Your Business

Pricing is based on Annual Gross Sales (total of all Invoices and Sales Receipts recorded in QuickBooks Desktop).

Starter

Under $1M Gross Sales
$199/month
  •   Core dashboards
  •   12 months of history
  •   Automated sync
See Pricing Details

Growth

$1M–$5M Gross Sales
$299/month
  •   Advanced margin & trends
  •   24 months of history
  •   Customer scorecards
See Pricing Details

Pro

$5M–$25M Gross Sales
$499/month
  •   Multi-location reporting
  •   Transaction drillthrough
  •   Quarterly strategy review
See Pricing Details

Enterprise

$25M+ Gross Sales
Custom
  •   Custom dashboards
  •   Multi-entity reporting
  •   Dedicated success manager
See Pricing Details

Dashboard Visual Gallery

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

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 Online

No changes made to your QBO 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.

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