Neat

RATING:

4.0

(100)

About Neat

Neat's all-in-one small business accounting and bookkeeping software replaces the guesswork of spreadsheets, handwritten records, and manual invoices. Increase efficiency with real-time reporting, mobile receipt capture, fuss-free customer billing with online payments, and more. Perfect for small teams, add up to five users to one account. Access unlimited, personalized support. 30-day money back guarantee. Try for free today!

Neat Pricing

Neat offers both Monthly and Annual Plans, as well as a 14 day free trial. We offer ZERO ACH fees, so you won't pay a single cent when your customers pay you via bank transfer through Neat.

Starting price: 

$288.00 per year

Free trial: 

Available

Free version: 

Not Available

Neat Reviews

Overall Rating

4.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

3.5

Value for money

3.5

Functionality

4

Most Helpful Reviews for Neat

1 - 5 of 100 Reviews

Anonymous

51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2018

EXCELLENT tool for a common paper hoarder!

Only scanner that I have used or will use due to how easy it is.

PROS

The scanner that works with this software is easy to use and easy to install.

CONS

Sometimes there are connection issues. Overall, it's workable

Vendor Response

Thank you for the positive review! We are happy to hear that you are enjoying the software and Scanner provided. Thank you for choosing Neat!

Replied November 2018

Barry

Hospital & Health Care, 51-200 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

2

FUNCTIONALITY

5

Reviewed August 2020

when you no longer need it they extort you to pay to keep access to your receipts and documents

Worked fine but have to pay for service I don't need to keep data

PROS

Easy to use, fast, quick accurate. Could scan receipts as I get them, and toss the paper

CONS

I have used NEAT since it was Neat Receipts. The idea is to scan documents and receipts, or photograph them, so you can be paperless. It worked fine, and I have thousands of receipts stored. Except…….now comes “Extortion” from the company. After Covid and retirement, I no longer need their services. So, I wanted to end my monthly subscription. However, unless I continue paying, I don’t have access to the receipts and documents I have scanned. So, if I get an IRS audit, or need other documentation that has been scanned, I can’t access them unless I continue to subscribe to their service. So even if I don’t need their services anymore, I have to pay for them. They offered me the option of downloading each receipt one at a time. Thousands of receipts. Not reasonable. And they cannot be downloaded in a batch. I’ve been a client of theirs for many years, possibly over a decade or more, I purchased 3 scanners from them (no longer usable due to updates, which happens as technology progresses), but now I’m being extorted out of money for perhaps 7 years (based upon IRS rules for keeping receipts). It is an outrage, and might I suggest that while you might feel your data is safely stored, you can’t have it once you don’t need their services anymore. I contacted an attorney to find out if they are required by law to give me access to my data. Thanks for listening to my warning.

Reason for choosing Neat

ease of use

Vendor Response

Thank you for submitting a review! As stated, when you no longer pay for your subscription, you do not have access to the software. We do apologize that bulk downloading is not a feature that is currently available. Please follow the steps within this article to access any PDFs of your receipts that are store onto your computer - https://support.neat.com/smartorganizationsystem/access-local-pdfs-of-all-neat-cloud-images-offline When signing up for a Neat subscription, you agreed to the terms and conditions which state that if you cancel your subscription with the Neat company, access to the software will be denied. We apologize for any confusion caused.

Replied September 2020

David

Verified reviewer

Design, 1,001-5,000 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

1

EASE OF USE

2

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed May 2019

Neat used to be cutting-edge, but it's become very mediocre in recent years

After wasting way too much time over several years to get their system to work properly, I finally realized that I'd been giving into a sunk cost fallacy. After dozens of additional crashes during the 2019 tax season, I had finally had enough and cancelled my account. As a parting shot to customers leaving their platform, they also don't refund prepaid subscriptions after 30 days, so beware signing a long-term contract if you're testing it out!

PROS

I used their products for about 10 years and recommended many users to them over the years. Their scanners and OCR scanning abilities used to be top-notch.

CONS

Their quality and support has continued to degrade over the last several years, as they've moved to a paid SaaS product from a hardware-focused company and stopped producing their NeatDesk scanners. Since then, the relational database functionality the system used to provide has been largely removed and the accuracy of their OCR scanning has somehow gotten progressively worse over the years. In fact, their Mac app has occasionally been unusable for months at a time and the Web app doesn't allow you to sort tables with more than 200 records! The reporting functionality often breaks (it took dozens of attempts to get a series of partial exports when I stopped using the platform).

Vendor Response

Thank you for submitting a review! We appreciate the feedback that you have provided. It seems that you are speaking of our Legacy software that has been retired for quite a few years now. We do apologize that you have not enjoyed the current product but we are gearing up for the release of a new product that will have many new features and features that are similar to the Legacy version as well. Additionally, when signing up for a subscription the terms and conditions state the refund policy which is why you were not granted refund after 30 days. We appreciate you being a long term customer and hope to see you back with Neat!

Replied May 2019

Yvonne

Information Technology and Services, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed July 2018

I like Neat Receipts -their customer service needs improvement. Very hard to get them on the phone.

I love the fact that i don't have any paper receipts all over my office.

PROS

I can scan receipts easily. I can find a receipt when I need it. I record expenses easily. It gets rid of having paper receipts all around.

CONS

Their customer service needs improvement. They are not easily available to help with technical support. I pay per month for cloud service and sometimes I need help

Vendor Response

We are sorry to hear that you had difficulties in reaching our technical support department. Our Tech support department is available M-F 9am . - 8pm eastern time. Please note that our automated system will attempt to look you up by telephone number first, so to make it easier to reach technical support please make sure you provide the telephone number that you registered with. We also offer support via email and chat.

Replied July 2018

Amy

Health, Wellness and Fitness, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

FUNCTIONALITY

4

Reviewed December 2018

Great with some bugs

PROS

I like that we have a scanner... and when it works it works well. It integrated with Box which allows me to upload files into my EHR from my computer or my iPad which is nice.

CONS

The scanner works 70% of the time. The other 30% we have to shut it off then turn it back on. It’s irritating. Customer service hasn’t been much help.

Vendor Response

Amy, We appreciate the time you have taken to write a review! We apologize for the difficulties you have experienced with your scanner. When you do come across any issues using your scanner device, please reach out to out help center here - https://support.neat.com/ We are glad to hear that you have enjoyed using the products for the amount of time that you have! Thank you for choosing Neat!

Replied December 2018