NeatThe Neat Company
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Related Products
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About
Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.
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About
Neat is an all-in-one expense management, tax preparation, and receipt tracking app built for freelancers and small businesses. It helps users organize receipts, track spending, categorize expenses, and prepare financial records for tax season. The platform brings together business expenses from areas such as subscriptions, travel, supplies, meals, invoices, and documents in one organized workspace. Neat includes automatic expense categorization, real-time spending visibility, searchable records, shareable expense reports, and secure cloud storage. Users can scan, upload, store, and retrieve receipts, invoices, contracts, bank statements, and other important financial documents. With a simple interface, mobile access, and tools designed for non-accountants, Neat helps small business owners stay organized and tax-ready without complicated accounting workflows.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Organizations that need a document collection platform
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Audience
Neat is best suited for freelancers, consultants, solopreneurs, small business owners, bookkeepers, and businesses with 0–5 employees that need receipt tracking, expense management, tax preparation support, secure document storage, and simple financial organization
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$49 per month
Free Version
Free Trial
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Pricing
$200/year
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFile Request Pro
Founded: 2019
United States
filerequestpro.com
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Company InformationThe Neat Company
Founded: 2002
United States
www.neat.com
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Categories |
Categories |
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Expense Report Features
Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management
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Integrations
Dropbox
Google Contacts
Google Drive
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Quicken
Squarespace
TurboTax Business
Weebly
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Integrations
Dropbox
Google Contacts
Google Drive
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Quicken
Squarespace
TurboTax Business
Weebly
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