NeatThe Neat Company
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Related Products
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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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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.
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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
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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
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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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Audience
Canadian freelancers, consultants, side businesses, sole proprietors, and incorporated small businesses, including owner-operated corporations.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$200/year
Free Version
Not Supported
Free Trial
Supported
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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
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationThe Neat Company
Founded: 2002
United States
www.neat.com
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Company InformationNorthBooks
Founded: 2026
Canada
northbooks.ca
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Alternatives |
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Categories |
Categories |
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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
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Integrations
Google Contacts
Supported
Microsoft Outlook
Supported
Quicken
Supported
TurboTax Business
Supported
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Integrations
Google Contacts
Not Supported
Microsoft Outlook
Not Supported
Quicken
Not Supported
TurboTax Business
Not Supported
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