Neat
Neat Reviews
& Product DetailsWhat 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
- 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
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Company Name
The Neat Company
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Located In
United States
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Website
neat.com
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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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.
Disclaimer
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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