Overview
You start Neev with a phone number, not a form full of fields. Sign in, answer four short questions about your business, and your workspace is live — ready to take orders, raise invoices, and run your counter. No installer, no consultant, no day-one data entry. The whole thing is built to finish in under 30 minutes.
Where to find it
Sign-in lives at /login. The first time you sign in on a brand-new account that has no
workspace yet, Neev sends you straight to the setup wizard at /onboard — you don't go
hunting for it. After you finish, you land inside the workspace and won't see /onboard
again.
This is a web flow (desktop or phone browser). Only the Owner who creates the business runs it — everyone else joins later by invite link and skips setup entirely.
Key concepts
- One-time password — a 6-digit code Neev sends to your WhatsApp number. Type it to sign in. There is no password to remember.
- GST Identification Number — your 15-character
GST number (e.g.
27AAACS1234F1Z5). Neev checks it against the standard 15-character format so your invoices come out GST-correct. - Owner — the role the setup gives you. The owner holds every standard permission in the workspace and can invite the rest of the team.
- Invite link — a one-use link you send a staff member. When they open it and sign in, their role is set for them automatically.
Common workflows
Open /login, enter your +91 mobile number, and tap Send WhatsApp code. Neev
WhatsApps you a 6-digit code.
Enter the 6-digit code. The form submits on its own the moment you type the sixth
digit — no Continue button to hunt for. A brand-new account is then sent to /onboard.
Step 1 of the wizard: business name, your name, city, WhatsApp number, and what kind of business you run.
Step 2: enter your GSTIN. Neev validates it against the standard 15-character format and sets you up so invoices and e-invoice come out correct.
Step 3: send invite links to your counter staff, accountant, warehouse, and delivery people. You can skip this and do it later from Settings.
Step 4: hit Open your workspace. Neev creates the business, makes you the owner, and drops you inside. Next, the team mirrors your last 90 days of data and walks you through everything on a call.
Role notes
Setup is an owner-only flow. Finishing it is what creates the Owner role — the person who completes the wizard becomes the owner of that workspace and holds every standard permission in it.
Everyone else — manager, accountant, counter operator, warehouse, delivery, sales — never runs setup. They join through an invite link you send them, sign in with their own phone number, and their role is set automatically from the invitation. They land directly in their part of the workspace.
A note on what the owner does not automatically get: the pharma, dairy, and quick-commerce Pack features are not switched on at setup. Those turn on only when the matching Pack is installed for your workspace.
Tips & time-savers
Don't have your GSTIN handy, or not registered yet? Skip the team step and move on — you can fill in GSTIN, banking, and invoice details any time later from Settings. Setup is meant to get you inside fast, not to collect everything up front.
The sign-in code arrives on WhatsApp, the same app you already keep open all day — no waiting on an SMS that may not land. And because the code auto-submits on the sixth digit, signing in is two taps and a number.
Gotchas
This is the setup flow as your team will run it with you. In the current build the Open your workspace button creates the workspace from a prefilled set of business details rather than exactly what you type into the boxes — so treat onboarding as white-glove-assisted, not fully self-serve. Your Neev contact confirms your real GSTIN, banking, and invoice settings on the onboarding call and mirrors your last 90 days of data for you.
Two more things worth knowing:
- The WhatsApp code is one-time and expires. If it's too old or wrong, use Resend code and enter the fresh one.
- An invite link is single-use. If a staff member's link says expired or invalid, ask the owner to send a fresh one — an old link can't be reused.