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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

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

neat.com

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Neat vs. Similar Products

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Neat Alternatives

Patriot

Score: 4.5/5

Paymo

Score: 4.7/5

Bill4Time

Score: 4.4/5

Gusto

Score: 4.5/5

Melio

Score: 4.4/5

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