Neat

Neat

The Neat Company
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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.

About

NorthBooks is web-based bookkeeping software for Canadian freelancers, consultants, side businesses, sole proprietors, and incorporated small businesses. It combines invoicing, client and product records, expense and receipt tracking, bank-statement imports, mileage, time and project tracking, and GST/HST/QST records. Users can review invoice status, tax amounts and remittances, and CRA filing deadlines. Features also include payroll with T4/T4A support, T1 and T2 summaries, read-only accountant access, and CSV, PDF, GIFI, and T2 XML exports. A free plan supports basic bookkeeping, while paid plans add expanded invoicing, reporting, tax workflows, and other tools. NorthBooks helps organize records for self-filing or accountant handoff; it does not file tax returns or replace professional tax advice. Plans serve owner-operated businesses and small teams in Canada.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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

Audience

Canadian freelancers, consultants, side businesses, sole proprietors, and incorporated small businesses, including owner-operated corporations.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$200/year
Free Version Not Supported
Free Trial Supported

Pricing

$9/month
The Free plan costs $0 indefinitely and requires no credit card. Pro costs $9/month, with a 20% discount for annual billing and a 7-day free trial.
Free Version Supported
Free Trial Supported

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:

Review this Software

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:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

NorthBooks
Founded: 2026
Canada
northbooks.ca

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Categories

Bookkeeping Supported
Expense Report Supported
Receipt Scanner Supported
Tax Preparation Supported

Categories

Bookkeeping Supported

Expense Report Features

Approval Process Control Not Supported
Invoice Management Not Supported
Multi-Currency Supported
Receipt Management Supported
Reimbursement Management Supported
Spend Control Supported
Time Tracking Not Supported
Workflow Management Not Supported

Integrations

Google Contacts Supported
Microsoft Outlook Supported
Quicken Supported
TurboTax Business Supported

Integrations

Google Contacts Not Supported
Microsoft Outlook Not Supported
Quicken Not Supported
TurboTax Business Not Supported
Claim Neat and update features and information
Claim Neat and update features and information
Claim NorthBooks and update features and information
Claim NorthBooks and update features and information