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

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year.

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

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

Small to mid-sized businesses searching for a powerful accounting solution that also offers payroll and live assisted bookkeeping if needed

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

$200/year
Free Version
Free Trial

Pricing

$9/month (normally $15/month)
Get a free 30 day trial now, and get 50% off 3 months by clicking the link above.

Plans:

Simple Start: $15 per month
Essentials: $30 per month
Plus: $45 per month
Advanced: $100 per month
Free Version
Free Trial

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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Reviews/Ratings

Overall 4.4 / 5
ease 4.4 / 5
features 4.6 / 5
design 4.4 / 5
support 4.1 / 5

Pros & Cons from Real Users

Pros

  • QuickBooks Online is the best accounting tool for carrying out accounting and bookkeeping activities. Ease to create and send invoices thus get paid faster. It is simple to view profit and loss with QuickBooks Online. Very reliable for tracking and managing expenses.
  • QuickBooks Online is an accounting software that is best suited for cash flow management, creating invoices, expense management, reporting and time tracking.It is simple and fast to use QuickBooks Online without any hassles.
  • With QuickBooks Online, it is simple to generate employee payrolls faster. It is simple to create and send professional invoices using Quickbooks Online. It is possible to track and manage our cash flows with QuickBooks Online. It is generate custom financial reports with QuickBooks Online. Finally, I can easily track and manage our expenses with QuickBooks Online.
  • + Very complete and robust interface, in addition to being very current. By this I mean that it is easy to handle within this platform as you learn to use its tools correctly. In general, platforms of this style tend to be very archaic or outdated, making it very difficult and cumbersome to understand and find the functions they offer. So for me its design is very polished that can be used by people of all ages who want to keep their company's accounts. + You can import the data of the movements of different banks allowing the ease of being able to keep a clear accounting by being able to have exact data of the movements of business bank accounts. This was very intuitive to me since I don't have to import the data by manually typing it one by one, but simply adapt the exported data provided by the bank and pass it to QuickBooks as if it were a database. + The accounting books are very complete and it speeds up the process by not having to manage everything manually within other platforms such as Excel (although with Excel some programming can be done to automate everything, it requires more training or spreadsheet experts to perform this). So with this platform it is easier to create accounting books and I have the ability to add as many fields as I need for the manual entry of income and expenses of my company, this in case there is no way to automatically integrate an accounting movement that is do within my company + The online support chat provides quick answers to any questions or problems you may have. I have gone through several circumstances in which I did not understand a function very well or did not know the availability of a specific function which I needed to integrate into my company's accounting. So with the help of the QuickBooks live chat I was able to solve these and more doubts that I had in the course of using this platform since it is difficult to fully understand how to use it. + You can create presentations in any period of time, from biweekly, monthly, quarterly and annually. That is very useful since I can determine the date with a few clicks without having to do all the work manually and in parts, but everything is done automatically just by choosing the desired term.
  • Quickbooks Online provides a distinguished way to do all our accounting and budgeting for our business. It has a system that is very complete and full of smart tools that when combined, make for a hugely helpful software that carries all of my financial tasks. -One of my favorite aspects of Quickbooks is how fast we can complete our bank reconciliation every month, providing thoughtful analysis about where our money goes and allowing us to make smart decisions regarding our finances and our business’ future. It’s very easy to prepare our reports every month and customize them to include the most information possible such as income statements and purchase orders, and choose between single-entry or double-entry systems. -Additionally, Quickbooks has the power to organize all our taxes for us and manage all our tax data for when the tax season comes, and notify us when they’re ready. I like this area of Quickbooks and I find that it’s the most powerful feature as it lets us streamline all our tax processes and has an accurate automated system that studies our data and helps me sort our finances by quarter or yearly methods, providing a strong system that is based on security and support, saving us as much time as possible with its different tools to calculate different finances. -Quickbooks’ customer support has been very helpful in providing the assistance that we have needed during our training period with the software, and to this day, they have been extremely responsive and have solved any question and doubt that we’ve had, making it such a wonderful service and experience for us and improving our view of the solution in general. -Integration with many third-party applications make the experience of using Quickbooks even better, as it improves our workflow and synchronizes our data with other financial and project management tools, eliminating the process of having to manually import or export data into Quickbooks or other apps. -Finally, I like that this software is hosted on the cloud and can access it anywhere I am and on any device, which is a huge benefit for me as I am sometimes on the go, and being able to access my business’ accounting solution is a huge deal for me. I also find that because it is hosted on the cloud, Quickbooks provides higher security levels and a low risk of lost or stolen information, and that used to be a great worry for me as no one wants their information suddenly lost/stolen, but Quickbooks maintains all our data encrypted and safe.

Cons

  • I'm yet to experience any glitches with QuickBooks Online since it works smoothly.
  • I don't have have anything to complain because it's a simple, fast and affordable accounting software.
  • I haven't experienced shortcomings with QuickBooks Online because it suits my accounting needs.
  • - The mobile application regardless of the OS has limitations which prevents seeing certain things and also limits the ability to add certain things when keeping accounts. It looks like a statement summary which can not do much. For me, practicality is very important and I like that the platforms that I use can be managed both via desktop, web and mobile application without any limits. Thus, it also allows portability by not needing to be inside the desk to be able to use QuickBooks, but with the simple fact of having a tablet or smartphone, you can already access all the functionalities of this platform. - Employees are needed with training both in accounting, as well as in the correct handling of this platform, since mistakes can be made that are detrimental to your company. I recommend this since I had a bad experience implementing this platform within my company without adequate training and after a long and arduous testing period there were errors with the numbers which were not correct due to the lack of certain inputs and outputs of the accounting of my company. So if you want everything to be well registered, I recommend taking training courses to understand this platform well. - I do not understand how to classify and accept transactions through various deposits, it is a bit of a mess that is formed with the records of transactions within this platform. You should be able to associate payments in parts or in different deposits in order to facilitate accounting when you are going to make payments and you want to keep track of an expense or receipt of funds within the company. - The prices are increasing excessively since I acquired the services of this platform. I have had to reconsider the expenses of my company to be able to adjust the expenses that are made with QuickBooks, I understand that they are progressively improving, but the increase in costs rises faster in relation to the improvements that are made to this platform.
  • I feel like even though Quickbooks has amazing tools and it’s a great platform overall, it still lacks in terms of user-friendliness and user guides to help users settle in with the software and finish implementation successfully. We struggled a bit with this software because the amount of tools were so overwhelming and I felt like it didn’t provide enough tutorials for me to understand how it works, but thankfully, once we contacted the customer support and were put in contact with an expert, they were very happy to help us through every step of our implementation with Quickbooks, which was honestly amazing and it’s one of the reasons we chose to stay with Quickbooks as our main accounting solution for our business. Also, as I appreciate the level of security and high quality encryption that Quickbooks has, I do find it a bit annoying the level of security that there is to access our finances every single time, as I am requested one-time passwords and it takes more time to access our finances, but it’s just a small dislike that is compensated with the rest of the software tools that I do enjoy using.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Intuit
Founded: 1983
United States
quickbooks.intuit.com

Alternatives

Alternatives

Receiptor AI

Receiptor AI

Merlino, Inc.

Categories

Categories

Expense Report Features

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

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

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Payable Features

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Accounts Receivable Features

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Auto Dealer Accounting Features

Buy-Here-Pay-Here
Collections Management
Expense Management
Financing Management
Inventory Management
Lease-Here-Pay-Here
Parts Management
Payroll Management
Recurring Billing
Sales Management
Sales Tax Management
Service Department

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Church Accounting Features

Accounts Payable
Accounts Receivable
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Donation Management
Fund Accounting
General Ledger
Payroll Management

Construction Accounting Features

Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Cash Management
Construction Breakdowns
General Ledger
Job Costing
Overrun Projections
Payroll Management
Purchase Order Management
Quotes / Estimates

Mileage Tracking Features

Business / Personal Travel
Cost Analysis
Employee Reimbursement
Expense Reports
GPS Tracking
Manager Workflow
Mileage Logging
Reporting

Payroll Features

401(k) Tracking
Attendance Management
Benefits Management
Check Printing
Compensation Management
Deductions Management
Direct Deposit
Multi-Country
Multi-State
Reporting/Analytics
Self Service Portal
Tax Compliance
Vacation / Leave Tracking
W-2 and 1099 Preparation
Wage Garnishment

Real Estate Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management

Recurring Billing Features

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Sales Tax Features

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

School Accounting Features

Accounts Payable
Attendance Management
Billing & Invoicing
Budgeting & Forecasting
Class Loading
Fixed Asset Management
For Private Schools
Fund Accounting
General Ledger
K-12
Payroll Management
Purchasing

Integrations

Quicken
TurboTax Business
Blissfully
ChimpKey
Clear Ring
DataDear
Employee TimeCard
Event Rental Systems
Jobba
Leanafy
LiveCosts
MoveMan
My School POS
OPAL
Orb
PROTEUS 420
QCommission
Routable
Ruddr
ServiceCore

Integrations

Quicken
TurboTax Business
Blissfully
ChimpKey
Clear Ring
DataDear
Employee TimeCard
Event Rental Systems
Jobba
Leanafy
LiveCosts
MoveMan
My School POS
OPAL
Orb
PROTEUS 420
QCommission
Routable
Ruddr
ServiceCore
Claim Neat and update features and information
Claim Neat and update features and information
Claim QuickBooks Online and update features and information
Claim QuickBooks Online and update features and information