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Guides for everyday work in neoo — from your first login to filed VAT.

Feature Overview

Everything neoo does, a line or two each. Skim it to find what you are after, then follow the link.

Getting Started

Your first hour in neoo: finding your way in, reading the dashboard, and getting colleagues access.

Setting Up a Dataset

What a new dataset needs before you can work in it: people, accounts, taxes, banks, and the look of your invoices. The order matters.

Cockpit

A bill lands in your inbox and walks itself to a payment, stopping only where you need to approve it.

Accounts Receivable

Money coming in. Billing your customers, chasing what is late, and the repeat work in between.

Accounts Payable

Money going out. Keeping vendor records straight, booking their bills, and getting them paid.

General Ledger

Hand postings and the tools that keep the ledger honest: journal entries, the full journal, batch corrections, closing the books, the audit log, and account reconciliation.

Reports

Balance sheet, income statement, open items and the Swiss VAT filing. How to read each one, and what to do about what it tells you.

Bank Integrations

Connect Amnis, Konfipay, Revolut or Wise and the bank loop runs without files — statements come in, payments go out, and you find out when the bank says no.

Shopify

Connect your Shopify store and every order is booked automatically — payments, refunds and cancellations included, with nothing double-booked.

Support

Something broken, or just stuck? Open a ticket from inside the app and follow the replies wherever you read them.

New to neoo?

Start with your start page to see how companies, access, and invitations fit together, then read the company dashboard to make sense of the figures on it. Setting up a new company? Work through Setting Up a Dataset in order.

Common tasks

Need help?

Open a support ticket without leaving the app. We answer, and you follow the thread wherever suits you: in the app or from your inbox.