Neat Reviews for 2025
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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
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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
User Sentiment - Neat Reviews
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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.
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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.
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Organization Efficiency
Neat effectively keeps charge card receipts in one place, simplifying the monthly breakdown of charges into categories.
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Scanning Quality
The software is capable of taking very clean scans of documents, receipts, and ID cards, which are kept neatly organized.
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No Setup Fee
Neat does not require a setup fee, which is beneficial for small businesses and individual users alike.
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Technical Issues
Some users have encountered difficulties with setting up the Neat scanner and experienced errors during the process.
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Functionality Limitations
Although the app’s functionality is generally praised, there are requests for more flexibility in customizing features, such as editing expense categories.
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User Interface
There are comments about the online categorization and storage system being less user-friendly than expected.
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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.
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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
neat.com
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