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Neat

Easy-to-use bookkeeping automation for small business

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Neat Pricing, Features, Reviews and Alternatives

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

Neat pricing information

Value for money

3.7

/5

99

Starting from

288

Per year

Per Feature

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Neat features

Functionality

3.9

/5

99

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

4.1

/5

99

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

11

Pros
The ability to scan and classify, assign categories to each document is really good. It makes the work quicker and fun.
AvatarImg

Liyakat L.

Neat is an amazing product, our business is growing rapidly and Neat has helped us with filing our receipts and documents with ease.

HF

Hannah F.

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.

WS

Wanda S.

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.

WP

Walter P.

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.

MR

Michael R.

In converting to the new software from the legacy version I lost all my scans from 2012 to 2016.

DM

Dr Marshall K.

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

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Best serive EVER!

Reviewed 3 years ago

Running a bank account with a bank that is actually there for you and is extremely proactive.

Pros

I have never ever come across such a flawless experience. Their clean webpage, the efficiency of opening a bank account, the security entailed in it, the professionalism of their compliance, and most of all their exceptional service. You can reply to generic emails they send you, you can contact them on the webpage with any question and they will be there for you. They will get back to you with links and solutions etc. Again, their service is amazing and I am sure anyone will be extremely satisfied working with them. they have a deal with stripe where new startups don't pay stripe fees.

Cons

I haven't explored thier integrations yet. Once I do I will update.

Vendor response

Thank you for submitting a review! We are very happy to hear that you are enjoying Neat! Awesome to know you are utilizing our features and are enjoying the Neat experience!

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

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Recycle your documents and keep an archive on your computer!

Reviewed 3 years ago

It's solved storage space problems with various documents. We keep copies of agreements, employee paperwork, checks, and etc. We used to have huge file cabinet drawers full of various paperwork, however, once we got this software and scanner, we were able to recycle all the documents and organize everything in our computer system in the office. We have cleared up so much storage space using this...

Pros

I love the fact that it can scan double-sided documents without any more effort than single-sided documents. The fact you can scan a variety of sizes from checks, regular paper, to business cards is amazing. It doesn't take much desk space, which is a major plus. It's been helping keep our office organized and help save the planet so that we don't have to keep drawers full of papers, we can scan, recycle, and move on.

Cons

There's nothing I don't like about it. Like all other pieces of technology, you may have errors, but those are easy to fix with a re-scan or a simple reboot.

Vendor response

Thank you so much for writing a review! We are glad to hear that you have been staying Neat with us! Keeping you rganized is our goal. Thank you again!

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

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A key business software.

Reviewed 2 months ago

I have used Neat since it started in business and rely on it.

Pros

I have used Neat Books since it came out and it is key to running my business.

Cons

I always shudder when they "upgrade" the software since I then have to learn the new way of doing things. Luckily their client support is excellent.

Vendor response

Thank you for submitting a review! We are happy to hear that you are enjoying NeatBooks! We Thank You for choosing Neat!

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

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A good idea when it started, but they lost their way...

Reviewed 2 years ago

What part of Data hostage should I describe? The reports are bad, but after my legacy crashed, I tried to access my old records and they are unavailable unless I pay for a subscription. The cloud is slow for me, no solution for that, NEAT doesn't care or help. I am actively seeking a better solution, or maybe just a different solution, one that is not just marketing to large cash flows and big margins....

Pros

I like the compact scanner hardware, double sided scanning with no extra effort, ability to scan to a PDF or print a scanned PDF to NEAT. I like the ability to scan colored receipts that might not be legible in a grayscale or B/W scan. The scanner is fast, and the initialize button on the scanner itself is pretty handy when scanning a large pile of receipts. The OCR component is fairly accurate, I would say the Legacy OCR is about equivalent in accuracy to the cloud based premium version of 99%. I like that the software reminds you to backup at set intervals (obviously not an issue on the cloud system).

Cons

Neat lost their way as a cloud based service. They say safe, I say Expensive. Once you are on their cloud, if you don't pay you lose your records until you do, & they are expensive. I tried the cloud system, but b/c my internet is rural (slow), the throughput was abysmal. I tried a compromise solut'n, NEAT legacy synced to the cloud service. I did this because legacy was written so poorly that...

Vendor response

Thank you for submitting a review! We deeply apologize for any inconvenience or miscommunication that was caused. The legacy software that you are referring to has been retired for years now and has not had any updates for quite some time. Neat aslo does not hold any data hostage. All of your data can be stored directly onto your computer. If you do require any additional assistance, please take a look at our retired products community here - https://support.neat.com/retired

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Great if they allowed software not in the cloud

Reviewed 4 years ago
Pros

The scanner software is great and the documents scan well

Cons

They no longer support a software and want you to store all your scanned documents in the cloud. We only store on our firewall protected server. I'm not paying for document storage so we will use the old software until it will no longer work.

Vendor response

Hi Ginger, Thanks for your review. While we no longer provide updates for the retired software, you are certainly free to continue using it on your computer. We do want to let you know that we provide bank level encryption security for our cloud service and have focused on the cloud because it allows us to provide unlimited storage at no extra cost, access from any web browser to view and share your information, and you can scan from virtually anywhere to the cloud via the Neat mobile app included free with subscriptions to Neat's cloud service. We'll be here whenever you are ready to try Neat's cloud service.

Neat FAQs and common questions

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


Q. Who are the typical users of Neat?

Neat has the following typical customers:
Freelancers, Small Business


Q. What languages does Neat support?

Neat supports the following languages:
English


Q. Does Neat support mobile devices?

Neat supports the following devices:
Android, iPad, iPhone


Q. Does Neat offer an API?

No, Neat does not have an API available.


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


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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