The Neat Company Features

The Neat Company

Simple & easy bookkeeping automation for small business

4.01/5 (91 reviews)

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Access Control
Accounting Integration
Accounting Management
Categorization
Collaboration Tools
Data Capture and Transfer
Data Extraction
Data Import
Data Verification
Data Visualization
Document Management
Document Storage
Expense Tracking
File Management
Multiple Data Sources
QuickBooks Integration
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Single Sign On
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Access Control
Accounting Integration
Accounting Management
Categorization
Collaboration Tools
Data Capture and Transfer
Data Extraction
Data Import
Data Verification
Data Visualization
Document Management
Document Storage
Expense Tracking
File Management
Multiple Data Sources
QuickBooks Integration
Search Functionality
Secure Login
Single Sign On
Spend Analysis
Third Party Integration
Version Control
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Access Control
Accounting Integration
Accounting Management
Categorization
Collaboration Tools
Data Capture and Transfer
Data Extraction
Data Import
Data Verification
Data Visualization
Document Management
Document Storage
Expense Tracking
File Management
Multiple Data Sources
QuickBooks Integration
Search Functionality
Secure Login
Single Sign On
Spend Analysis
Third Party Integration
Version Control
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Mobile apps

iOS App


621 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


911 reviews

The Neat Company Feature Reviews

25 reviewers had the following to say about The Neat Company's features:

Kenneth Hardy

Love it

2018-02-24

Paperless file storage.

Pros

I really like the printable reports. It is a versatile product.

Cons

It is a fairly sizable program that uses a rather large amount of memory while open. It does take some effort to learn use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Neat


Hello Kenneth,

Thank you for the review. Neat is working to add additional features which many users will find as an asset and to simplify the program for ease of use. Stay tuned for what Neat has to offer next!

Read more
Lukas Disterhoft

It's just not worth it

2018-11-17

Pros

I like that you can organize and file your receipts and documents.

Cons

How limited the functionality is and the big differences between the cloud interface and functions and the software itself.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Neat


Lukas,
Thank you for taking the time out to write a review. We are glad to hear that you are able to stay organized with your receipts and documents! We do apologize for any frustration regarding the the similarities and differences between the desktop software and the cloud based software and we are currently working to improve the system even more. Within this year, we will be releasing a new product that joins the features of the desktop app and the cloud software to provide a great and seamless Neat Experience. Thank you again for choosing Neat!

Read more
Ronald Paz

Wanted a scanning system that eliminated paper clutter. The key is the software.

2017-07-22

Eliminate paper receipts and to lesser degree some documents.

Pros

NEAT is a robust database that allows receipts to stored and creates fields for easy searching.

Cons

This was lost when last year NEAT dropped the computer based software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Dr Marshall Kamena

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

2018-05-30

I receive organized storage & recall of important documents of my enterprises for legal, accounting, privacy, and other business issues.

Pros

Welcome extras include scan to computer, scan to email, email a scan, and scan to Neat Solutions software. The search feature is a plus as well.

Cons

The software times out way too quickly and requires another log-on to get back where I left off. 2) Unlike your early version I can not double click (or use any command at all) to instantly enlarge the document to full size in order to read the microscopic size characters and numbers on the scanned item therein!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Neat


Thank you for taking your time to leave your review. Your feedback is very valuable to us.

We at Neat understand the need for additional features, such as those that were available on previous versions of the software.

Neat is working hard to provide features users found beneficial and soon will be available.

Read more
Julie Britt

Good for personal or small-business needs

2019-10-09

However, if I had to use Neat often or intensively, I'd want a more sophisticated program. Its search function has no advanced features and can be downright puzzling.

Pros

I like being able to print email and online documents directly to Neat, which stores them as searchable PDF documents.

Cons

I dislike two things. 1) The search function is bad and hasn't been upgraded in all the years I've used Neat; and 2) In order to print a stored document, I have to jump through hoops.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Neat


Thank you for submitting a review!
We appreciate the feedback that you have provided. It sounds like you are utilizing our legacy desktop software that has now been retired for quite some time. With the cloud based software that the company has evolved to, a lot of features and functionalities have improved. We are happy that you have been able to utilize the product to your liking and we appreciate you for choosing Neat!

Read more
Ellis Stephens

Great product

2017-04-27

This is a great product to fet your self organized and figure out your down mamagment suystem. I feel it has helped greatly.

Pros

This is a great product to get your self-organized and figure out your own management system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Raina Alidjani

Raina's Review

2017-04-18

Been great using Neat for storing resumes. The searchable nature is awesome.

Pros

Mobile App, Searchable by key word, ease of use

Cons

Would like it if you could attach files to each other.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering The Neat Company

No.

Source: Capterra
Helpful?   Yes   No
Read more
Alice Jackson

Neat Receipts for road travelers

2009-07-25

I can't say enough good things about NeatReceipts...I use it daily to keep organized.

Pros

Everything is scanned and available for ready access when needed by file folder or even just a key word search. Great for when proof of purchase date or amount is needed.

Cons

If it's available now, I don't how to use that feature.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Lee Jones

Neat Small Business Solutions

2017-04-19

The number of times my computer 'lost' the Neat Data file is too many to count.

Pros

Scanner works very well and captures text on receipts to populate fields in the document description and database entries.

Cons

Neat Data file is lost frequently.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering The Neat Company

Seems like Neatco is isolating itself from its customer base. So difficult to contact support.

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Contracted Technical Writer (Hospital & Health Care company, 10001+ employees)
Verified Reviewer

Bring Back the Non-Cloud Version!

2016-12-19

ALL previous functionality that made Neat worth the cost are GONE, but the previous version of the software became unsupported and was no longer synching, so I had no choice but to upgrade.

Pros

Cloud backup storage

Cons

No ability to customize dashboard; must scroll through tax categories each time; no way to split an expense; no way to copy an expense; etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

0/10

Recommendations to others considering The Neat Company

Don't do it, and if you are still using the previous version of Neat, find a workaround to synching and do NOT "upgrade" to the cloud version.

Source: GetApp
Helpful?   Yes   No
Read more
Kenneth Saxe

Scanning made easy

2018-04-05

Pros

At per month month, I have not found a better cloud-based solution for scanning and saving to the cloud receipts and other important documents.

Cons

We would like to see easy integration with QuickBooks, QuickBooks Online, and Quicken in previous versions.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Occasionally

Source: Capterra
Helpful?   Yes   No

Response from Neat


Hi Kenneth, we appreciate your review and candid feedback. We are working to include feature parity with previous versions of Neat for our cloud service.

If you ever are in need of integration assistance, please let us know and we will reach out.

Read more
Frederick Russi

The Neat software and scanner, an outstanding asset to both our business and personal use.

2018-05-27

It gives me peace of mind and a sense of security. It has inspired me to be an overall more organized person in both my business and in my personal life.

Pros

All warranties, records, receipts, important documents or even articles, I have easy access to them anytime, anywhere.

Cons

Basically, if you scan a document and later on you want to add on another page to that document and scan it separately you are not able to combine it with the first scanned document.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Neat


Hi Frederick,

Thank you for the review! We are happy to tell new features are coming to Neat soon - more specifically, the ability to combine items and other ways to access and manager your data.

Read more
Kevin Stephenson

Superb for small businesses

2017-04-18

scanner function to file organization is quick and easy.

Pros

ease of use.

Cons

no cons at this time

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
William Walker

Time Saver

2017-04-19

It has been a document lifesaver.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Walter Prochorenko

Lost Data for entire years

2020-01-14

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.

Pros

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

Cons

Because of their proprietary system (before they allowed scanning into PDF) they had full control over all data that went through their system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No

Response from Neat


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.

Read more
Ginger Snook

Great if they allowed software not in the cloud

2018-10-16

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.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Neat


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.

Read more
Emily Knaub

Recycle your documents and keep an archive on your computer!

2019-07-20

It's solved storage space problems with various documents.

Pros

I love the fact that it can scan double-sided documents without any more effort than single-sided documents.

Cons

Like all other pieces of technology, you may have errors, but those are easy to fix with a re-scan or a simple reboot.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Neat


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!

Read more
Anonymous
A verified reviewer

Works well, but you cannot change the user

2018-06-27

Pros

It is great quality, makes the pdf's searchable and great to have it cloud based.

Cons

The desktop to website is slow and clunky. Also we messed up one letter on the email, stuck with it now, cant change it according to support.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Neat


Thanks for the feedback! We understand the need to change the email, while this can be done, it would require the assistance of our technical support department as the sync is associated with your email address. If you are able to provide us with additional information regarding your recent interaction with one of our agents such as case number, or the incorrect email address we can have an agent reach out to provide assistance

Read more
Anonymous
(Construction company, 11-50 employees)

easy & good for home use

2018-04-04

Pros

We used this program to scan all our documents into digital files. Inexpensive.

Cons

The Neat Scanner did have some gliches with shutting down. Customer service was not the most greatest! Very difficult to get speak to someone about issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Neat


Thank you for the feedback. Customer care is always available to assist via email, chat and phone. We also host a variety of online support articles to also answer Neat related questions.

Visit the following link to find out more: https://support.neat.com/

Read more
Petya Mihaylova

I use it for scanning

2018-09-24

I scan my files.

Pros

It is easy to work with and I can scan and store my files quickly.

Cons

Can't say, about other features, but scanning is ok, no cons until now.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Neat


Petya, thank you for taking the time to leave a review of your experience. We are pleased to hear that that you are happy with the software. Feel free to reach out to our technical support team if you have any questions or concerns.

Read more
gloria setterlund

Have to pay a fee now just to be able to access all of my scanned documents

2017-03-04

Still can't get it to work but I do have access to my scanned documents.

Pros

It used to be easy to use for the most part.

Cons

I can no longer access any of my saved documents unless I pay a yearly fee for it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Crystal Ballance

Awesome tool for the office

2017-04-19

This tool works reat with Quickbooks and helps to effectively track all receipts and properly classify the expenses

Pros

Reads receipts easily and it is compatible with Quickbooks which fulfills the needs of the office effectively

Cons

I only purchased the mobile scanner due to space issues but would love to get the larger version later on

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering The Neat Company

Buy it and use with Quickbooks for accuracy and efficiency and you will keep professional records easily

Source: Capterra
Helpful?   Yes   No
Read more
Sarah Marathe

A hassle to use

2018-06-06

It takes very clean scans of Documents, receipts, and ID cards and keeps them neatly organized.

Pros

Being able to rearrange my scans after scanning is complete is a really nice feature.

Cons

Needs constant updates, Having to log in after a 5 minute timeout, when I need to constantly scan all day is a real pain.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Neat


Hi Sarah,

Thank you for your review. We are working on changes to allow users to streamline their workflow. Stay tuned!

Read more
Liyakat Lal

Just okay scanning software!

2018-04-21

Pros

The ability to scan and classify, assign categories to each document is really good.

Cons

Unable to combine files into one PDF.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Neat


Thank you for the feedback, Liyakat. We strive to constantly improve our products and services. We agree, the ability to combine multiple files into a single .pdf file is important. The plan is is to include feature parity with previous versions of Neat which would allow for this function. There is no firm timeframe when this feature will be available, but it is on the horizon.

Read more
Thom Dennis

Neat took a huge backward step when they did away with their desktop version

2018-01-18

Pros

Scanning to a database and having receipts associated with the data. When you do get to work with an actual support person, they're really helpful within the hopeless constraints of the program

Cons

Current version is unstable, functionality is hopeless, support appears designed to prevent users access.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Neat


Hi Thom,

Thank you for the feedback. While we do admit the most recent version of Neat would be best with feature parity - we are currently working on some product improvements we expect our customers will enjoy.

If you ever need assistance, please reach out to support@neat.com and we will contact you right back. Again, we appreciate letting us know how you experience has been thus far.

Read more