Neat

4.0 (101)
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Easy-to-use bookkeeping automation for small business

About 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 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!


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Not sure about Neat? Compare with a popular alternative

Neat

4.0 (101)
VS.
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Starting Price

US$288.00
year
No pricing found

Pricing Options

Free version
Free trial
Free version
Free trial

Features

47
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Integrations

9
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Ease of Use

4.0 (101)
3.9 (1,659)

Value for Money

3.7 (101)
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Customer Service

3.6 (101)
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Reviews

Overall rating

4.0 /5
(101)
Value for Money
3.7/5
Features
3.8/5
Ease of Use
4.0/5
Customer Support
3.6/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 101
Petya
Petya
Overall rating
  • Industry: Design
  • 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

I use it for scanning

Reviewed on 24/09/2018

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.

Barry
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 28/08/2020

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.

Walter
Overall rating
  • Industry: Building Materials
  • Company size: Self Employed
  • Used for 2+ years
  • 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 14/01/2020

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.

Dr Marshall
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 30/05/2018

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.

Elwood
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

A key business software.

Reviewed on 28/03/2022

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!

Showing 5 reviews of 101 Read all reviews

Neat FAQs

Below are some frequently asked questions for Neat.

Neat offers the following pricing plans:

  • Starting from: US$288.00/year
  • Pricing model: Subscription
  • Free Trial: Available

Neat offers both Monthly and Annual Plans, as well as a 14 day free trial. We offer ZERO ACH fees, so you won't pay a single cent when your customers pay you via bank transfer through Neat.

Neat has the following typical customers:

Self Employed, 2–10, 11–50, 51–200

Neat supports the following languages:

English

Neat supports the following devices:

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

Neat integrates with the following applications:

Campaign Monitor by Marigold, Constant Contact, Google Contacts, Mailchimp, Microsoft Outlook, QuickBooks Online, QuickBooks Online Advanced, Quicken, TurboTax Business

Neat offers the following support options:

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

Related categories

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