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Software Status:Active

About Neat

Neat is a document organization software from The Neat Company that helps users manage and store documents digitally. It includes features such as secure cloud storage, automated data extraction, and customizable filing systems so users can efficiently organize their important information. Neat enables efficient searching and retrieval of documents, saving time and minimizing paper clutter. The platform supports multiple file formats and provides integration with various accounting and bookkeeping solutions. Key capabilities: document scanning data syncing secure sharing expense tracking customizable workflows Best for: small business owners and freelancers that need to organize and access documents conveniently.

Neat Details

Vendor
The Neat Company
Year Launched
2002
Location
1601 Market Street, Suite 3500, Philadelphia, PA 19103, USA
Deployment
cloud
Training Options
live online
Countries Served
All Countries
Languages
English, French, German, Italian, Spanish
Users
Small businesses, Individuals (for personal expense tracking and document management)
Industries Served
Accounting and financial services, Retail and e-commerce, Professional services, Real estate, Healthcare (for managing medical receipts), Legal services
Tags
Accounting, Bookkeeper, Billing and Invoicing, Cloud Storage, Document Management, Loan Origination, Productivity.

Neat's In-App Market Place

Does Neat have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
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Accepted Payment Currencies

USD ($), CAD (C$), EUR (€), GBP (£), AUD (A$), JPY (¥), CNY (¥), INR (₹), RUB (₽), MXN (Mex$), BRL (R$), KRW (₩), ZAR (R), CHF (Fr), SEK (kr), DKK (kr), NOK (kr), SGD (S$), HKD (HK$), NZD (NZ$).

Pros & Cons

  • Ease of Use: Users consistently mention that Neat is easy to use and intuitive.
  • Document Management: The software excels at organizing and storing various documents, including receipts, invoices, and business cards.
  • Search Functionality: The ability to search through stored documents is considered valuable, especially for finding specific information quickly.
  • Space-Saving: Neat helps reduce physical storage space by digitizing documents.
  • Integration with Accounting Software: The integration with QuickBooks and other accounting platforms streamlines financial management.
  • Mobile App: The mobile app is considered helpful for accessing and managing documents on the go.
  • Customer Service: Several reviewers report difficulties with customer support, including slow response times and unhelpful representatives.
  • Stability and Functionality Issues: Some users experience instability with the software and express dissatisfaction with the current functionality.
  • Loss of Data: A few users mention instances of data loss during software upgrades or technical issues.
  • Pricing: The pricing structure, particularly the annual subscription model, can be a concern for some users, especially if features are removed during the subscription period.
  • Search Limitations: While search functionality is appreciated, some reviewers express a desire for more advanced search capabilities.
  • Exporting and Printing: The process of exporting and printing documents can be inconvenient, requiring additional steps compared to some other software.

Neat's Support Options

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