Getting started
Create a workspace, invite your team, and connect your first entity to an accounting system.
- Workspace setup and roles
- Adding your first entity
- Connecting to Xero, Sage, QuickBooks, NetSuite, or SAP
- Defining reporting boundaries
Documentation
Product documentation
In-app documentation is the source of truth for using neoeco. The public pages below are a map of what's covered. Full docs, including the REST API reference and security whitepapers, are available to signed-in customers and prospects under NDA.
Data ingestion
How ledger data flows into neoeco, what we read, and what we never touch.
- OAuth connections and permissions
- Chart of accounts mapping
- Historical data backfill
- CSV and Excel uploads
- Invoice and utility-bill OCR
Transaction matching
The AI classifier: how it scores, how to review, and how to override.
- Confidence score basics
- Reviewing the approval queue
- Overriding a match
- Custom emission factors
- Methodology choices (location vs market-based, spend vs supplier-specific)
Reports & exports
Generate framework-aligned reports for SECR, CSRD, ISSB, CDP, and GHGP.
- Choosing a template
- SECR and XBRL tagging
- CSRD ESRS export
- ISSB / IFRS S2 disclosure pack
- Custom KPIs and intensity ratios
Security & access
SOC 2 and GDPR controls, role-based access, and audit logs.
- Role-based access control
- SSO and identity providers
- Audit-log export
- Data retention and deletion
- Sub-processor list
API & developer
REST API for programmatic access. Webhooks, rate limits, and SDK samples.
- Authentication and API keys
- Reading emissions data
- Webhooks and events
- Rate limits
- Developer support