Neat

Neat

The Neat Company
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About

With Hubdoc, you can import all your financial documents & export them into data you can use. With Hubdoc, capturing your financial documents is easy. You can take photos on your mobile, use email, scan or upload documents into Hubdoc. Your key documents are stored online, in one place. Hubdoc does the data entry by reading key information from bills and receipts and turning it into usable data. Supplier names, amounts, invoice numbers and due dates are extracted for you to create transactions in Xero and QuickBooks Online with the source document attached.Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent. Now your accountant can stay in the loop.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies that want to capture data from financial documents and import it into their accounting software

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$12 per month
Free Version
Free Trial

Pricing

$200/year
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Hubdoc
Founded: 2011
Canada
www.hubdoc.com

Company Information

The Neat Company
Founded: 2002
United States
www.neat.com

Alternatives

Alternatives

Receiptor AI

Receiptor AI

Merlino, Inc.
Receiptor AI

Receiptor AI

Merlino, Inc.

Categories

Categories

Bookkeeping Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Data Extraction Features

Disparate Data Collection
Document Extraction
Email Address Extraction
Image Extraction
IP Address Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Expense Report Features

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Integrations

BILL
Bookkeeper360
Box
Desktop.com
Google Contacts
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Quicken
Shift
SmartVault
Timworks
TurboTax Business
Xero

Integrations

BILL
Bookkeeper360
Box
Desktop.com
Google Contacts
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Quicken
Shift
SmartVault
Timworks
TurboTax Business
Xero
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