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Neat Reviews

& Product Details

What is Neat?

Neat is an easy-to-use accounting and bookkeeping software for small businesses. It replaces the guesswork of handwritten records, spreadsheets, and manual invoices with real-time reporting, mobile receipts, customer billing, online payments, and more.

It provides cloud-based solutions to bring financial order to small businesses and solopreneurs. Some features included are expense data & document consolidation, retention & processing, automated categorization of expenses, and more.

The key benefits of using Neat are:

  • Gain visibility
  • Optimize your cash flow
  • Tax classification
  • Reduce errors
  • Collaborate with co-workers, customers, vendors
  • Reduce the time spent managing administrative tasks

Found in these Categories

Best For

A smarter way to manage your receipts and documents.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    The Neat Company

  • Located In

    United States

  • Website

Starting from:

$200 /year

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

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.

  • 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

Additional Features

  • 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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Global Average Score
  • 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​.

    1. (Software Advice)​.
    2.  (TrustRadius)​.
    3.  (Software Advice)​.
  • 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.

  • 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​.


Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.

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