Neo-Capital

Help Center

Guides and answers for getting Neo-Capital set up and keeping your books straight. Can't find it? Email us. A real person replies.

Quick start guide

The path from an empty file to books you can close.

  1. 1

    Install and activate

    Download the app, enter your licence key, and choose Basic, Pro or Firm.

  2. 2

    Add your accounts

    One account per real-world statement: each bank account and each credit card.

  3. 3

    Set opening balances

    The balance each account held the day your books begin, so the Balance Sheet ties out.

  4. 4

    Import your statements

    Drop a CSV, OFX/QFX or PDF onto an account and Neo-Capital reads the transactions.

  5. 5

    Categorise and review

    Anything it wasn't sure about waits on Review. Rules learn as you go.

  6. 6

    Reconcile and report

    Tick your books against a statement, then run the P&L, Balance Sheet and tax summaries.

Frequently asked questions

What is Neo-Capital?+

Accounting software built on a real general ledger, for small businesses and the accountants who serve them. You buy it once and own it: there is no subscription for the desktop app, and your books live in a file on your own machine.

Where is my data stored?+

On your computer, in your own data folder. The desktop app works fully offline. Nothing is uploaded unless you deliberately turn on Connected or use the web version.

Do I need to connect my bank?+

No. Neo-Capital imports the statements you already download from your bank: CSV, OFX/QFX and PDF for supported institutions. There is no third-party bank-linking service in the middle.

What is the difference between Basic, Pro and Firm?+

Basic covers everyday bookkeeping for one business. Pro adds the full ledger, invoicing and accounts receivable, reconciliation and the accountant tools. Firm adds multi-client workflows for practices.

What is Connected?+

The optional cloud subscription for licence owners, priced by your edition: $15/mo on Basic, $22 on Pro, $35 on Firm. It unlocks the full Neo-Capital cloud from the software you own: your books synced end-to-end encrypted across your machines, open in any browser, the mobile app, bank feeds we pay for, included email sending, and workspaces with roles. It is separate from the one-time licence, and the desktop app never requires it.

Can I move over from QuickBooks?+

Yes. There is a dedicated QuickBooks migration that brings across your chart of accounts, customers, vendors, items and transaction history.

Does it run on Mac?+

Yes. Neo-Capital ships for both Windows and macOS, and there is a browser version if you'd rather not install anything.

Do I need to know accounting to use it?+

No. Basic is written for business owners and keeps the ledger machinery out of the way. Pro exposes the full ledger for people who want it, and your accountant can work in the same file.

Contact us

Tell us what you were doing and what happened. We reply by email, usually the same day.

Quick links

The places most people are heading.

Getting started

Install, activate your licence, and set up your first set of books.

Read the guide →

User manual

The complete written guide to every screen and every report.

Open the manual →

Download & install

Latest builds for Windows and macOS, plus the web version.

Go to downloads →

Video tutorials

Short walkthroughs of the most common tasks.

Coming soon

Release notes

What changed in each version, and what's coming next.

Coming soon

Email support

A real person reads every message. Usually same-day.

Contact support →

Still need help?

Send us the details (what you were doing and what happened) and we'll get back to you, usually the same day.

Email support

help@neocapital.app