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Neat

4.0
(100)

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Easy-to-use bookkeeping automation for small business

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(4)

Neat Pricing, Features, Reviews and Alternatives

Neat FAQs

Q. What type of pricing plans does Neat offer?

Neat has the following pricing plans:
Starting from: $288.00/year
Pricing model: Subscription
Free Trial: Available

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Q. Who are the typical users of Neat?

Neat has the following typical customers:
Freelancers, Small Business

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Q. What languages does Neat support?

Neat supports the following languages:
English

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Q. Does Neat support mobile devices?

Neat supports the following devices:
Android, iPad, iPhone

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Q. Does Neat offer an API?

No, Neat does not have an API available.

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Q. What other apps does Neat integrate with?

Neat integrates with the following applications:
Constant Contact, Microsoft Outlook, Campaign Monitor, Quicken, QuickBooks Online Advanced, Google Contacts, TurboTax Business, Quickbooks Online, Mailchimp

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Q. What level of support does Neat offer?

Neat offers the following support options:
FAQs/Forum, Email/Help Desk, 24/7 (Live rep), Chat

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Neat product overview

Price starts from

288

Per year

Per Feature

What is Neat?

Do your bookkeeping in minutes from anywhere. Neat is your all-in-one small business accounting and bookkeeping software that replaces the guesswork of spreadsheets, handwritten records, and manual invoices. Increase efficiency with real-time reporting, mobile receipt capture, fuss-free customer billing with online payments, and more. Perfect for small teams, add up to five users to one account. Access unlimited, personalized support. 30-day money back guarantee. Try for free today!

Key benefits of using Neat

Gain Visibility with real-time visibility into the health of your business. Running out of cash is one of the top reasons small businesses fail!

Optimize Your Cash Flow by keeping track of unpaid or late bills and payments due, which can avoid disruptions in cash flow.

Reduce Your Tax Time Burden by utilizing the Income Tax classification feature. Doing so can increase your deductions and reduce the time and stress spent on preparation and filing.

Mitigate Your Tax Risk by reducing errors with automated categorization of expenses.

Collaborate with others by providing tools to connect with co-workers, customers, vendors and seamlessly interact with your accountant or bookkeeper.

Put Focus Back into Your Business by reducing the time spent managing time-consuming administrative tasks!

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Email/Help Desk
24/7 (Live rep)
Chat

Training options

Live Online

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Starting from

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Per year

Per Feature

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Neat pricing information

Value for money

3.7

/5

100

Starting from

288

Per year

Per Feature

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Neat features

Functionality

3.8

/5

100

Total features

47

6 categories

Most valued features by users

Collaboration Tools
Access Controls/Permissions
Document Management
Third Party Integrations
Search/Filter
Document Storage
Activity Dashboard
Drag & Drop

Neat users reviews

Overall Rating

4.0

/5

100

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.68/10
Rating distribution

5

4

3

2

1

53

23

9

3

12

Pros
The ability to scan and classify, assign categories to each document is really good. It makes the work quicker and fun.
Neat is an amazing product, our business is growing rapidly and Neat has helped us with filing our receipts and documents with ease.
Easy to use and as long as you keep it clean it works perfect. The Neat cloud does the back-up so I know I am protected.
Cons
Eventually, the support team gave up on the problems and we were obliged to revert back to dealing with the corporate management. The data was lost and was never recovered.
Perhaps someone will either buy this company, fire all the developers, or do their own similar program. Personally I consider it the worst purchase I ever made.
In converting to the new software from the legacy version I lost all my scans from 2012 to 2016.
RT
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Ralph T.

Health, Wellness and Fitness, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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More than pays for itself

Reviewed 2 years ago

Excellent

Pros

In the age where most business is conducted through Credit Card transactions, it is vital to match charges to invoices. Often Neat has caught companies which charged us for merchandise however it never shipped. In addition, it helps filter out companies which have lousy accounting practices and try to double collect for invoices over one plus years. Just with those two scenarios alone, it more than pays for itself.

Cons

The Scan to Neat has to be just a tad bit user-friendly.

Vendor response

Thank you for submitting a review! We are happy to hear that you are enjoying using the Neat website! We greatly appreciate the kind words!

CA
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Christina A.

Mechanical or Industrial Engineering, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Does what I need it to

Reviewed 6 years ago

I have had the scanner for over a year now and I am happy with it. I do wish customer support was better and free. This machine did cost a lot of money, and when I need it, I need it. I don't like having to submit a support ticket. I want to be able to talk to a real person on the phone. I would like to see the file menu more user friendly to navigate through my computer's folders when trying to scan something to the PC. It would also be neat if I could click and drag the files to where I need them (contacts, receipts, etc) Lastly, the contact menu should be easier to find. There is no tab for it. Overall, I am happy for what I use it for, these are just suggestions for improvement.

Pros

Quick and easy scanning.

Cons

The navigation through files on my computer when scanning to the computer is not easy nor quick to move through. I would like to see something that is more user friendly. Also, there is no contacts tab so it is difficult to find where I scan all my business cards.

WP
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Walter P.

Building Materials, self-employed

Used other for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Lost Data for entire years

Reviewed 3 years ago

Hoping to simplify data accumulation for tax reporting through scans and document recognition software, I used the Neat Software and Hardware for some 10-15 years. Unfortunately the errors and deficiencies caused by Neat and their reckless lack of support cost me more time than I would have spent entering data by hand over these years.

Pros

Relatively easy to scan receipts but had to use their proprietary scanners before they allowed PDF scanning.

Cons

Neat is absolutely horrible. Over a 10-15 year period, they have lost some 40% of my data. Because of their proprietary system (before they allowed scanning into PDF) they had full control over all data that went through their system. Over the years, they duplicated all my receipts for one particular year. The duplicates had to be removed one by one. They LOST 3 years worth of back up receipts,...

Vendor response

Thank you for submitting a review. We have taken a look at your case history and do see that our Head Quarters did attempt to locate any data post 2016. As stated previously, if the data from your hard drive was never backed up to our cloud environment, we would not have a record of that data. The data you backed up from the legacy version of Neat software sent on the USB does not contain any data post 2016. We apologize for any inconvenience and thank you again for submitting your review.

EG
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Elwood G.

Financial Services, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great expense tracking app

Reviewed 2 years ago

I use the app to track all my personal and business expenses. I am a believer.

Pros

I have used Neat I think since it came out and rely on it to track my expenses. I find it especially invaluable at tax time.

Cons

They recently "upgraded" the app and I was initially not that happy with the changes. I am slowly learning about the changes and getting more comfortable with them.

Vendor response

Thank you for submitting a review! We are happy to hear that you are adjusting to all of the new functionality of Neat. If you ever need assistance, please feel free to schedule a 1:1 training session with one of our support agents. We thank you for choosing Neat and we appreciate you being a loyal customer!

LL
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Linda L.

Hospital & Health Care, 11-50 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Neat Expense Tracking is a Plus

Reviewed 5 years ago

Once I understood how to use the software to improve my business and skills the overall experience was beneficial. Thus productivity increased and became a part of the operative agenda.

Pros

What I like most about NEAT is that is assists you in reducing the amount of paper accumulated for business expense tracking. It is an easy way for small business owners to vamp into using technology to organize expenses, files and anything that needs to be archived.

Cons

What I like least about the software is that I found the instructions hard to understand. As a product producer you have to be mindful that most business owners who use the software may have no other technology except a point of sale system. When you assume that the customer knows then you setting the customer up to be intimated and lose interest.

Vendor response

Linda, thank you for your very valuable feedback. We are sorry to hear that there was difficulty in understanding the product when you first began. We welcome any additional feedback you may have in how to improve a customers onboarding experience

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