Neat Reviews for 2025

A smarter way to manage your receipts and documents.

User Score:

4.6/5

Score is based on User Sentiment from reviews and public chatter. We weight volume, recency, and consistency, then normalize to 5.

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What is Neat?

Neat is a comprehensive document and receipt management platform designed to simplify the way small businesses and individuals handle their paperwork. The software offers real-time visibility into expenses, spending, sales, and income tax, facilitating easy filing and reporting.

Neat’s patented technology extracts key information from documents, eliminating manual data entry. Users can securely upload receipts and documents using their mobile devices or scanners, making it easier to organize and access important information.

Neat also ensures data security with bank-level encryption, protecting user data from breaches. This platform is ideal for small businesses, freelancers, and individuals looking to streamline their financial management and document organization processes.

Found in these Categories

Best For

StartUps
Freelancers
Small Business

Neat Pricing

Starting From:

$ 200 /year

Pricing Model: Subscription

Neat pricing has a basic cost of $200/year. They offer add-ons that can enhance your base subscriptions. One is VIP Service which costs an extra $50/year (includes premium help from a specialized support team). The second one is Automated Insights which costs an additional $150/year and brings valuable insights into your finances with real-time accounting and expense reporting. Neat offers a free 14-day trial. During those 14 days, you'll receive full access to the standard plan.

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Free Version

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Neat Features

Account Reconciliation
Accounts Payable
ACH Payment Processing
Activity Dashboard
Billing & Invoicing
Budgeting/Forecasting
Compliance Management
Electronic Payments
Expense Tracking
Financial Management
Invoice Management
Mobile Access
Multi-Currency
Profit/Loss Statement
Reporting & Statistics
Tax Management
Access Controls/Permissions
Accounting
Accounting Integration
Archiving & Retention
Bank Reconciliation
Business Process Automation
CPA Firms
Categorization/Grouping
Collaboration Tools
Compliance Tracking
Credit Card Processing
Data Import/Export
Document Capture
Document Management
Drag & Drop
Document Storage
Expense Claims
File Management
Financial Reporting
Full-Text Search
Income & Balance Sheet
Invoice Processing
Nonprofits
Optical Character Recognition
Receipt Management
Search/Filter
Secure Data Storage
Secure Login
Single Sign On
Spend Management
Third-Party Integrations
Transaction History
Vendor Management

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Neat Integrations

QuickBooks Online

Accounting Software
H&R Block

Tax Software
Quicken

Lifestyle Software
Campaign Monitor

Email Marketing Software
MailChimp

Marketing Automation Software
Constant Contact

Email Marketing Software

User Sentiment - Neat Reviews

4.6/5

Based on 3,519 user reviews across the web

AI-powered Insight: This summary represents a comprehensive analysis of user reviews and opinions found across the web, including G2, Capterra, TrustPilot, and other review platforms. Our AI aggregates sentiment and identifies key themes from verified user feedback.

What users love most

Ease of Use and Functionality

Users appreciate the concept of scanning receipts and documents for easy categorization and storage. The software is praised for being easy to use, with a straightforward process for saving documents directly to the desktop and emailing them as needed.
Customer Support

The Neat Company is commended for its responsive customer support, offering various resources, including FAQs, how-to articles, and weekly webinars for assistance.
Organization Efficiency

Neat effectively keeps charge card receipts in one place, simplifying the monthly breakdown of charges into categories.
Scanning Quality

The software is capable of taking very clean scans of documents, receipts, and ID cards, which are kept neatly organized.
No Setup Fee

Neat does not require a setup fee, which is beneficial for small businesses and individual users alike.

Areas for Improvement

Technical Issues

Some users have encountered difficulties with setting up the Neat scanner and experienced errors during the process.
Functionality Limitations

Although the app’s functionality is generally praised, there are requests for more flexibility in customizing features, such as editing expense categories.
User Interface

There are comments about the online categorization and storage system being less user-friendly than expected.
Mobile App Experience

Users have noted that the new app’s photo-taking process is slower than preferred, with a desire for a more responsive and quicker functionality.
Value for Money

Some feedback indicates that the value for the price could be improved, suggesting that users are looking for more features or a more robust experience for the cost.

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Neat Company Details

Company Name

The Neat Company

Headquarters

United States

Website

http://www.neat.com

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Neat vs. Similar Products

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Score: 4.5/5

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Score: 4.6/5

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Neat Reviews for 2025

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