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

Zoho Expense is a simple and affordable software that makes expense reporting and monitoring seamless. Created by Zoho, a multinational business software company, Zoho Expense enables users to automate expense recording, streamline the approval process, control expenditures, and gain spend visibility and control. Key features include expense analytics, credit and debit card transaction imports, auto scan receipts, custom report fields, multi-currency support, among others.

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 of all sizes in all industries

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

$4 per active user/month
Billed annually
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 5.0 / 5
ease 4.9 / 5
features 4.7 / 5
design 5.0 / 5
support 4.8 / 5

Pros & Cons from Real Users

Pros

  • I like that all field technicians can have the Expense app on their phones to easily take a photo of a receipt and submit it to their manager for approval. The reporting is easy to use and works fast.
  • One of the most important pro is customization as well as support. Fields and groups can be customized as per will.
  • Bringing Zoho Expense into the organization wasn't difficult, nothing comes close to the versatility of this tool. Helped us to track expenses. On a broader scale, it easily handles long receipts. Its mobile application is extremely useful in my usage.
  • There are so many things I liked about Zoho Expense. Some of the top features I liked are auto receipt scanner, well-detailed expenses reports and mobile platform usability. It saves my time in recording receipt and calculating my expenses.
  • You can manage your business expenses using this product without any efforts. The mobile application is great. You can scan and add expenses if it gets missed. Its auto-capture of bills is excellent. Easy to navigate.

Cons

  • When creating expense policies there are some limitations. There is also not a good way to batch upload receipts.
  • The problem I've been facing for last 20 days is the problem while adding a card. It shows internal error.
  • Receipt data and time not recording correctly.
  • No cons got seamless experience with Zoho expenses.
  • It's a perfect expense management product offered by Zoho.

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

Zoho
Founded: 1996
India
www.zoho.com/expense

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

Expense Report Features

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

Mileage Tracking Features

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

Integrations

Dropbox
Google Drive
Google Workspace
Microsoft Excel
Microsoft Outlook
QuickBooks Online
Quicken
SAP BusinessObjects Business Intelligence
Slack
Truto
Workato
Xero
Xoxoday
Zoho Books
Zoho Flow
Zoho Invoice
Zoho Payroll
Zoho People
itilite

Integrations

Dropbox
Google Drive
Google Workspace
Microsoft Excel
Microsoft Outlook
QuickBooks Online
Quicken
SAP BusinessObjects Business Intelligence
Slack
Truto
Workato
Xero
Xoxoday
Zoho Books
Zoho Flow
Zoho Invoice
Zoho Payroll
Zoho People
itilite
Claim Neat and update features and information
Claim Neat and update features and information
Claim Zoho Expense and update features and information
Claim Zoho Expense and update features and information