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

Scan and organize receipts, bills, invoices, and important paperwork in one place. File and find your receipts and documents quickly. Use the receipt scanner to digitize and organize the paper piles and stay on top of your finances. Digitize receipts and documents so you can actually find them when you need them. We even capture every line item of the receipt. Access your documents from any mobile device, using your secure credentials. Even if something happens to your phone, your documents are safe. Send scans of documents as PDFs or JPEGs - or send an Excel spreadsheet of your receipt data. Turn receipts and bills into an Excel (or Numbers) spreadsheet. Make reconciling, expense reporting, and taxes easier than ever. Spreadsheets include every expense, organized by category, totaled both by month and for the 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

Businesses that need a powerful Receipt Scanner solution to have all their receipts and paper in one place

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

$23.99 per year
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

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Reviews/Ratings

Overall 3.0 / 5
ease 5.0 / 5
features 3.5 / 5
design 3.5 / 5
support 3.0 / 5

Pros & Cons from Real Users

Pros

  • It scans receipts well but that does not help when you cannot use the data on a daily basis I still cannot reconcile my 2024 receipts in this app I'm still waiting for the fix.
  • I love this app!!! After finally leaving the Neat Receipt App after many years of frustration, I found SimplyWise. I can't say enough good about it. It has less bells and whistles than NEAT but I don't need them. This App is simply for scanning expenses and putting them into categories. I use it for taxes and then export a yearly excel sheet with all of my expenses and data. Another fabulous feature is the tech support. I can contact them with a question and will get a return email or text the same day - sometimes in the same hour. HIGHLY RECOMMEND!

Cons

  • I had purchased a subscription to SimplyWise and put in all my receipts for 2023 now it's now it's 2024 and I cannot reconcile my 2024 receipts the program does not give me that option I have contacted customer service a couple of times it's been two and a half weeks and they said they're working on it is anybody else having this problem because I purchased this and now I can't even use it.
  • None.

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

SimplyWise
try.simplywise.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

Integrations

Google Contacts
Microsoft Excel
Microsoft Outlook
Quicken
TurboTax Business

Integrations

Google Contacts
Microsoft Excel
Microsoft Outlook
Quicken
TurboTax Business
Claim Neat and update features and information
Claim Neat and update features and information
Claim SimplyWise and update features and information
Claim SimplyWise and update features and information