About Neat

If you're looking for a simple & easy bookkeeping automation for your small business, look no farther than Neat!

<strong>Document capture and full digitization</strong>
Capture and import images of paper documents into your Neat account through a variety of means including scanning, mobile capture, direct import and your personal NeatCloud email address. Images are automatically processed through Optical Character Recognition (OCR) to fully digitize all text characters and then parsed to assign data to corresponding fields in each new item’s data record, depending on the document type.

<strong>Retention and Organization</strong>
Neat provides the ability to quickly and easily arrange all of your captured data records and images into folders that you can name and organize as you see fit.

<strong>Access your information any time… and anywhere</strong>
All of your data and image files are maintained in a highly secured cloud-based environment providing you with direct access through the Neat mobile app or web browser from anywhere at any time.

<strong>Visual insights to the health of your business</strong>
Quickly and easily create reports to review the financial environment of your business such as spending, sales tax, tax form applicability based on the data in your account.

<strong>Get reimbursed for business expenses</strong>
Create an Expense Report for all reimbursable expenses.

<strong>Collaborate with your accountant or bookkeeper</strong>
Shared your data with anyone you choose. You can share individual files or entire folders with anyone, or add another user to your account for even better productivity. And, everyone can comment back and forth on shared items.

<strong>Send your collected financial data to your accounting software or service</strong>
If you use QuickBooks Desktop, QuickBooks Online or Sage One you can directly integrate neat with these platforms and seamlessly send transactional data you have collected in your Neat account to your accounting system.

Key benefits of 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!


Business size



Canada, United States

Supported Languages



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Total features of Neat: 32

  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Archiving & Retention
  • Budgeting/Forecasting
  • Categorisation/Grouping
  • Collaboration Tools
  • Compliance Tracking
  • Data Capture and Transfer
  • Data Extraction
  • Data Import/Export
  • Data Verification
  • Data Visualization
  • Document Capture
  • Document Storage
  • Drag & Drop
  • Expense Tracking
  • File Management
  • Full Text Search
  • Multi-Currency
  • Multiple Data Sources
  • Optical Character Recognition
  • QuickBooks Integration
  • Receipt Management
  • Reimbursement Management
  • Secure Login
  • Single Sign On
  • Spend Analysis
  • Spend Control
  • Spend Management
  • Tax Management
  • Third Party Integrations



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Overall rating

4 /5
Value for Money
Ease of Use
Customer Support

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Showing 5 reviews of 93
Hersh G.
Overall rating
  • Industry: Entertainment
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best serive EVER!

Reviewed on 2019/11/15

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

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


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.


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

Response from Neat

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!

Barry F.
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 51-200 Employees
  • Used Weekly for 2+ years
  • 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


Easy to use, fast, quick accurate. Could scan receipts as I get them, and toss the paper


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.

Chris K.
Overall rating
  • Industry: Design
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Was great until then went to Cloud Only Option and Subscription Plans

Reviewed on 2021/02/15

I was a long time user of Neat for awhile. I bought the neat Desk Scanner for both my home and...

I was a long time user of Neat for awhile. I bought the neat Desk Scanner for both my home and work office and used their software and eventually their cloud for several years. I liked the legacy software. It was easy to use, you could easily export entire folders, combine receipts/etc.

When they switched to Cloud only things became incredibly frustrating. Yes, the legacy software could still be used if you had it - but they wouldn't update it. I found using the Cloud platform incredibly limiting. Logging and upload receipts took extra steps and a lot longer. I wasn't able to easily combine receipts anymore. No way to bulk export receipts/folders. Even thoguh they claimed that their cloud software had all the features of the legacy software it didn't...and after a couple years of using it, it still didn't. Meanwhile, the prices kept hiking up, so I looked for another solution. Eventually, I switched to FileCenter DMS (I have been very happy with it), but to get everything off of Neat, I had to sync from the legacy software then export from there as the Cloud software could only export one file/receipt at a time (this, in my mind equates to holding your info hostage when they advertise plans for 1,000's of documents and it took awhile going back and forth with support for them to finally tell me how I can export more than one file at a time using their legacy software [obviously they don't want people to know this so it keeps them with their software]).


It was a great way to add in receipts, keep track of them and generate reports for taxes.


Really only valuable for receipts and contacts. Documents you can store, but they were as PDFs only - you can't store editable documents in it.

Response from Neat

Thank you for submitting review.
We greatly apologize for any inconvenience caused after the retirement of the Legacy software. We are glad that you were able to export your files and all issues were resolved with migrating your information. We are sad to see you go and hope that you come back to experience and all of our new features that we currently have and enjoy the fantastic features that are coming in the future.

Elwood G.
Overall rating
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • 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.


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.


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!

Dr marshall K.
Overall rating
  • Used Daily for 1+ year
  • 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,...

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


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.


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.

Showing 5 reviews of 93 Read all reviews

Neat FAQs

Below are some frequently asked questions for Neat.

Neat offers the following pricing plans:

  • Starting from: US$99,99/year
  • Pricing model: Subscription
  • Free Trial: Available

Neat offers both Monthly and Annual Plans

We do not have any information about Neat features

Neat has the following typical customers:

Self Employed, 2-10, 11-50, 51-200

Neat supports the following languages:


Neat supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Neat integrates with the following applications:

Campaign Monitor, Constant Contact, Google Contacts, H&R Block At Home, Mailchimp, Microsoft Outlook, QuickBooks Online Advanced, Quickbooks Online, Quicken, TurboTax Business

Neat offers the following support options:

Email/Help Desk, FAQs/Forum, Phone Support

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