Advisors, and the tools and knowledge to automate processes, streamline workflows, and add more value to their clients.
Neat’s certification program consists of a three-part educational series, followed by an online exam. Throughout the education process, ProAdvisors will receive supplemental documents and resources to help them become Neat experts, as well as gain a greater understanding of how Neat’s integration with QuickBooks Online® works. Once the course is complete, Certified Neat Advisors will receive proof of certification and will be featured in Neat’s directory, while obtaining access to tools they can use to provide their clients with tailored solutions, support, and training.
Certified Neat Advisors also have the opportunity to expand their markets, diversify their offerings, and create recurring revenue opportunities by becoming Neat Resellers. Neat Reseller benefits include discounted partner pricing, volume-based rebates, and lead generation. Neat Advisors and Resellers will gain the knowledge necessary to help their clients find solutions for their document management workflows. Neat transforms receipts, invoices, business cards, and more into usable digital data by automatically extracting key elements and integrating with popular small business software. Certified Neat Advisors can help their clients leverage Neat’s Smart Organization Technology to automate expense reporting, tax preparation, contact management, and other everyday business processes.
The Certified Neat Advisor program will ultimately give small businesses of all sizes, verticals, and configurations better access to resources that make monotonous, everyday workflows more efficient, so small business owners and managers have more time to get to what matters.