Neat Reviews

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101 Reviews

- Industry: Design
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
I use it for scanning
Reviewed on 2018/09/24
I scan my files.
I scan my files.
Pros
I rarely need to scan documents or books, but it happens and I use this software. It is easy to work with and I can scan and store my files quickly. I like that it offers other features, but I don't use them for now.
Cons
Can't say, about other features, but scanning is ok, no cons until now.
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.
- Industry: Hospital & Health Care
- Company size: 51–200 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
when you no longer need it they extort you to pay to keep access to your receipts and documents
Reviewed on 2020/08/28
Worked fine but have to pay for service I don't need to keep data
Worked fine but have to pay for service I don't need to keep data
Pros
Easy to use, fast, quick accurate. Could scan receipts as I get them, and toss the paper
Cons
I have used NEAT since it was Neat Receipts. The idea is to scan documents and receipts, or photograph them, so you can be paperless.
It worked fine, and I have thousands of receipts stored. Except…….now comes “Extortion” from the company.
After Covid and retirement, I no longer need their services. So, I wanted to end my monthly subscription. However, unless I continue paying, I don’t have access to the receipts and documents I have scanned.
So, if I get an IRS audit, or need other documentation that has been scanned, I can’t access them unless I continue to subscribe to their service. So even if I don’t need their services anymore, I have to pay for them.
They offered me the option of downloading each receipt one at a time. Thousands of receipts. Not reasonable. And they cannot be downloaded in a batch.
I’ve been a client of theirs for many years, possibly over a decade or more, I purchased 3 scanners from them (no longer usable due to updates, which happens as technology progresses), but now I’m being extorted out of money for perhaps 7 years (based upon IRS rules for keeping receipts).
It is an outrage, and might I suggest that while you might feel your data is safely stored, you can’t have it once you don’t need their services anymore.
I contacted an attorney to find out if they are required by law to give me access to my data.
Thanks for listening to my warning.
Response from Neat
Thank you for submitting a review!
As stated, when you no longer pay for your subscription, you do not have access to the software. We do apologize that bulk downloading is not a feature that is currently available. Please follow the steps within this article to access any PDFs of your receipts that are store onto your computer - https://support.neat.com/smartorganizationsystem/access-local-pdfs-of-all-neat-cloud-images-offline
When signing up for a Neat subscription, you agreed to the terms and conditions which state that if you cancel your subscription with the Neat company, access to the software will be denied. We apologize for any confusion caused.
- Industry: Building Materials
- Company size: Self Employed
- Used for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Lost Data for entire years
Reviewed on 2020/01/14
Hoping to simplify data accumulation for tax reporting through scans and document recognition...
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, and even though I sent them FULL copies of all receipts that I backed up (with their proprietary software), they were unable to find the data that they lost. I spent 2 weeks with their Philippine based tech support and they could not help, and then when I sent all the data on a USB drive to their VP of operations, I did not hear from him for over 2 months, and when I finally got a hold of their "service" department, they sent me a full recap of my data but the missing years were still MISSING.
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.
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
In converting to the new software from the legacy version I lost all my scans from 2012 to...
Reviewed on 2018/05/30
I receive organized storage & recall of important documents of my enterprises for legal, accounting,...
I receive organized storage & recall of important documents of my enterprises for legal, accounting, privacy, and other business issues.
Pros
I like the ability to scan & organize my documents & papers. Parsing & saving to the cloud add to its value. 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. I like the ability to zoom in & out on docs, rotate docs & print them.
Cons
1) incessant logins required & quite maddening! 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! 3) I must repeat the entry of repetitive titles of accounts, etc. You eliminated the auto-fill feature that was soo handy! 4) I absolutely HATE the inability to add a scanned supplemental document (scan) to a previous scan that has already been saved!!! YES. We can add more pages to a scan before the batch is saved. Big Deal! 5) It takes forever for a 3 or more page scan to process. If I have multiple scans I go on to do other work between them until "processing" is done. However since I have notes, titles, dates, and categories to type in, I hate to have my train of thought & work flow flubbed up! Any wait for processing to finish invariable results in the need to sign in again....and there's no ability to save the password associated with the log on....the way I can for all my banks & investments. Today we have many ways to quickly & safely enter passwords, so how about it? The preceding was my top 5 intense dissatisfactions relative to the software. Tsk-tsk! You didn't ask about customer support.Dr
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.
- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A key business software.
Reviewed on 2022/03/28
I have used Neat since it started in business and rely on it.
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.
Response from Neat
Thank you for submitting a review!
We are happy to hear that you are enjoying NeatBooks! We Thank You for choosing Neat!
- Industry: Restaurants
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The Neat software and scanner, an outstanding asset to both our business and personal use.
Reviewed on 2018/05/27
It gives me peace of mind and a sense of security. It has inspired me to be an overall more...
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
I like the fact that it has significantly lessened my load of keeping excess paperwork. It has given me a great sense of contentment and security. All warranties, records, receipts, important documents or even articles, I have easy access to them anytime, anywhere. In business, it is imperative to always keep records, whether it would be for the government, financial statements, contracts, income receipts and employees. This program basically gives me peace of mind and lessens any stress or worry. If organization is essential to you then the Neat program is the answer.
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. You have to delete the original document and then scan both together as a multipage document.
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.
- Industry: Professional Training & Coaching
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Crappy product
Reviewed on 2021/11/15
Use to be my go to software. But now I feel like I paid alot of money for nothing
Use to be my go to software. But now I feel like I paid alot of money for nothing
Pros
Nothing. Your old version was the best. Usd to recommed to everyone. This Neat Utility is crap
Cons
Much more complicated. Can't find receipts, Can't print reports
Response from Neat
Thank you for submitting your feedback. We do apologize for any inconvenience caused while using Neat. If you are having difficulties using the Neat scanning utility, please take a look here for a simple walk through - https://support.neat.com/scanutility/neat-scan-utility-faq . Also, please provide us with your email address that is associated with Neat so we can take a deeper look at your account to better assist you. Thank you again for submitting your feedback.

- Industry: Information Technology & Services
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
I like Neat Receipts -their customer service needs improvement. Very hard to get them on the...
Reviewed on 2018/07/19
I love the fact that i don't have any paper receipts all over my office.
I love the fact that i don't have any paper receipts all over my office.
Pros
I can scan receipts easily. I can find a receipt when I need it. I record expenses easily. It gets rid of having paper receipts all around.
Cons
Their customer service needs improvement. They are not easily available to help with technical support. I pay per month for cloud service and sometimes I need help
Response from Neat
We are sorry to hear that you had difficulties in reaching our technical support department. Our Tech support department is available M-F 9am . - 8pm eastern time. Please note that our automated system will attempt to look you up by telephone number first, so to make it easier to reach technical support please make sure you provide the telephone number that you registered with. We also offer support via email and chat.

- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
BEST product ever!
Reviewed on 2018/12/14
I have a small business and every receipt and document that is important I know I can save on my...
I have a small business and every receipt and document that is important I know I can save on my desktop and have it there to be emailed to my accountant or anyone. I have stored everything I've need for the past 2 years since becoming self employed
Pros
what I love the most about the neat is that I'm able to save the document right to my desktop and email right away.
Cons
I can't really say I have anything negative about the neat.. I love how fast and simple it is.
Response from Neat
Maria,
Thank you for writing an awesome review. We really appreciate the support and the fact that you have chosen The Neat Company to keep you organized while running your business! If you ever need any assistance with the software, please do not hesitate to ask.

- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used for 1-5 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 1.0 /10
Very disappointed with his software!
Reviewed on 2019/04/30
Pros
The idea of Neat is wonderful, the execution of the concept is lackluster.
Cons
Where to start? Uploading a simple document with Neat is extensive and time consuming. This software is not built for efficiency.
Response from Neat
Thank you for submitting a review. We do take each review very seriously and would like to resolve the issues that you are experiencing. We have attempted to take a look at your account but could not locate one using your name. We suggest reaching out to our highly skilled support team at 888-898-3253 for assistance with your concerns about uploading documents. We greatly apologize for any inconvenience this may have caused
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Neat Scanner in the Office
Reviewed on 2018/07/12
Pros
Was able to process 500 business cards in no time to vcards, scan receipts on daily basis, scan documents for clients all the time. This machine is so easy to use. You can change it from 2 sided scan, to a one sided, from color to b/w with just a click of a button. Scans go quickly and easily. On the off-chance one gets hung up the front opens easily and has never shredded my items. Also, love the feature we use at the end of the year to get the sales tax report. Very cool
Cons
No cons at this time.
Response from Neat
Thank you for taking the time leave us review. We are happy to hear that the scanner has streamlined your processes
- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great expense tracking app
Reviewed on 2020/12/22
I use the app to track all my personal and business expenses. I am a believer.
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.
Response from Neat
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!
- Industry: Hospital & Health Care
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Neat Expense Tracking is a Plus
Reviewed on 2018/10/01
Once I understood how to use the software to improve my business and skills the overall experience...
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.
Response from Neat
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
- Industry: Computer Software
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Bad choice after bad choice from struggling company
Reviewed on 2017/02/10
The latest version of the desktop software from Neat (5.7) is not longer supported, so it's on the...
The latest version of the desktop software from Neat (5.7) is not longer supported, so it's on the death row. Instead, it was replaced by much less potent cloud version. While I believe some may find cloud solution appealing, many small shops don't want to hear about cloud and were happy with desktop version. It allowed to categorize receipts, export into numerous software choices (excel is one of the most popular one, but quicken and quickbooks are there too) Now, that desktop version is no longer supported/developed, they left many customers in shocking state looking around for alternatives, like Fujitsu's SnapScan Receipts and Mariner Software's Paperless (both are excellent alternatives, by the way) It's a shame the company follows some internal misguidance instead of listening to the customers, but I guess this is how software business works these days. Everybody wants buzzword cloud.
Pros
- Allows to categorize receipts and provide instant summary (e.g. Meals Receipts) of the amounts for the accountant.
- Distinguishes between documents, receipts and business cards
- Easy to use
- Stores everything in local database, which is easy to backup/restore (did it few times flawlessly)
- Naturally supports NeatReceipts scanner
Cons
- Abandoned to much worse cloud solution
- Will stop working sooner or later
- Not supported any longer
- No new features are developed (e.g. templates for various business categories)
- Lack of support whatsoever in general
- Not many variety of scanners is supported. Very picky in their choice.
- Industry: Writing & Editing
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Neat Small Business Solutions
Reviewed on 2017/04/19
Using Neat for several years now. Just used the reports function for tax purposes and was thoroughly...
Using Neat for several years now. Just used the reports function for tax purposes and was thoroughly impressed with the output. Something I can simply hand to an auditor, if need be.
The Neat Cloud is a real security blanket. The number of times my computer 'lost' the Neat Data file is too many to count. Knowing my data is in the Neat Cloud is very reassuring.
Pros
Scanner works very well and captures text on receipts to populate fields in the document description and database entries.
Cons
Difficult to contact support.
Neat Data file is lost frequently.
Program shuts down unexpectedly at times.
- Industry: Research
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The ability to rename columns and split/divide receipt amounts in EXCEL format is not...
Reviewed on 2018/06/08
Permanent data base without having to save paper receipts. Easy to use an smart phones.
Permanent data base without having to save paper receipts. Easy to use an smart phones.
Pros
Ability to capture receipts in real time using smart phones. Ability to have a record of all receipts easily generated.
Cons
It goes off for no apparent reason. The software stops and closes unexpectedly, for no apparent reason.
Response from Neat
Hi Richard,
We appreciate the review - Neat will be re-adding a slew of convenient features to our cloud-powered application in the coming months. Stay tuned!
- Industry: Automotive
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Records for customers
Reviewed on 2017/04/27
I scan in all the work orders and invoices for the repairs we do. The Neat saves time so I don't...
I scan in all the work orders and invoices for the repairs we do. The Neat saves time so I don't have to go thru boxes to look up the customer in case of a problem. 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.
Pros
You can set your requirements easy.
Cons
It jams if you put to many pages in it. You must keep the lens cleaned about once a week.
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Love it
Reviewed on 2018/02/24
Better search capability. Paperless file storage.
Better search capability. Paperless file storage.
Pros
I really like the printable reports. It is a versatile product. It can be used to store lots of different files.
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.
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!
- Used for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
Scanning made easy
Reviewed on 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.
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.
- Industry: Construction
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 7.0 /10
slow but steady wins the race
Reviewed on 2018/08/21
still saves time overall! 🙂
still saves time overall! 🙂
Pros
the way it captures and organizes information off of invoices and receipts
Cons
the particular scanner we have is very slow and jams up frequently.
Response from Neat
Thank you for taking time to leave a review, Christina. If you are interested, we can look into replacing your scanner as a courtesy.
Please let us if we can help in any way!
- Industry: Consumer Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great for book keeping would love to see the ability to invoice be added to the program
Reviewed on 2017/04/24
Great for book keeping would love to see the ability to create and send invoices added to the...
Great for book keeping would love to see the ability to create and send invoices added to the program line up.
Cons
sometimes slow to sync
- Industry: Transportation/Trucking/Railroad
- Company size: Self Employed
- Used Monthly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Content
Reviewed on 2021/11/19
Really good
Really good
Pros
Its fairly easy to use. I like keeping documents for easy finding
Cons
That it doesn't mesh w simply accounting
Response from Neat
Thank you for submitting a review!
We appreciate the kind words and we are happy to hear that you are enjoying Neat!
- Industry: Individual & Family Services
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Neat is neat
Reviewed on 2017/04/18
I have used Neat for a year now and it has simplified my record keeping and tax preparation.
No...
I have used Neat for a year now and it has simplified my record keeping and tax preparation.
No more magnetically imprinted receipts I can't read a few days later..I scan them at the table! I finish the tax info later.
Tax summaries a a few clicks and your ready for your CPA or do it yourself.
This would have saved my money and time if I had known about it years ago.
My suggestion, don't wait another day. Get it.
Pros
Easy and convenient
- Industry: Health, Wellness & Fitness
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Neat scanner is so NEAT!
Reviewed on 2017/04/19
I love it so much talked my son in law to get my daughter one as well
You create your folders ...
I love it so much talked my son in law to get my daughter one as well
You create your folders scan it in keeps a running total. Use for business and personal use. I know how it got its name. It is so NEAT
Pros
Mutiable folders scans to documentd easy to use live it
Cons
Doesn't remover password wish I could just get started without signing in so many times
- Industry: Banking
- Company size: 2–10 Employees
- Used Monthly for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
My online financial books are ready
Reviewed on 2021/07/10
In general good, it maintains an order in my information and I always have it at hand in a simple...
In general good, it maintains an order in my information and I always have it at hand in a simple way
Pros
Set up all of my accounts when I started my business. I wouldn't be where I am today without her help and support.
Cons
It is a good time to offer this product in Spanish since it was not easy to translate for my Hispanic employees
Response from Neat
Thank you for submitting a review! We are happy to hear that you are enjoying the Neat product. We do apologize for any inconvenience caused while using the web application but we greatly appreciate you staying Neat with us!