NeatBooks Referral Program

How it works:

Step 1: Sign Up as a Partner

Leave us your details so we can recognize you and make sure you get rewarded every time one of your referrals signs up.

Step 2: Send Your Referrals

Complete a simple form with the information of the person or company you believe could benefit from NeatBooks.

Step 3: We’ll Take Care of the Rest

Our team will contact your referral, introduce them to NeatBooks, and guide them through the process.

Step 4: Receive Your Reward

Once your referral signs a contract, we will notify you and send your payment.


Refer and Earn with NeatBooks

Turn your connections into rewards.

When you recommend NeatBooks, you are helping friends and colleagues simplify their finances while also growing our community. For every new client who joins through your referral, you will receive a special reward as our thank you.

Invite. Refer. Earn

Copyright © 2025 Neat Books LLC • All rights reserved.

Copyright © 2025 Neat Books LLC • All rights reserved.