# Neat Software Reviews, Demo & Pricing - 2026 > Review of Neat Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/productivity/neat-profile --- [Home](https://www.softwareadvice.com/) / [Document Management Software](https://www.softwareadvice.com/category/722-document-management/) / Neat Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/productivity/neat-profile/reviews/)[Alternatives](https://www.softwareadvice.com/productivity/neat-profile/alternatives/) # Neat 2026: Benefits, Features & Pricing Wondering if Neat is right for your organization? Our Document Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Neat 4.0 [(100)](https://www.softwareadvice.com/productivity/neat-profile/reviews/) Pricing Starting at $288.00 per year ### 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! Wondering if Neat is right for your organization? Our Document Management Software selection experts can help you in 15 minutes or less. ## Neat User Interface ## Popular Neat Alternatives Main Product Neat 4.0 [(100)](https://www.softwareadvice.com/productivity/neat-profile/reviews/) Ratings Breakdown - 4.0Ease of use - 3.74Value for money - 3.66Customer support - 3.84Functionality Pricing Starting at $288.00 per year Get Price Alternative Product [Google Docs](https://www.softwareadvice.com/cms/google-docs-profile/) 4.7 [(29030)](https://www.softwareadvice.com/cms/google-docs-profile/reviews/) Ratings Breakdown - 4.69Ease of use - 4.78Value for money - 4.35Customer support - 4.51Functionality Pricing Starting at $6.00 per month Get Price Alternative Product [Google Drive](https://www.softwareadvice.com/cms/google-drive-profile/) 4.8 [(28525)](https://www.softwareadvice.com/cms/google-drive-profile/reviews/) Ratings Breakdown - 4.70Ease of use - 4.72Value for money - 4.39Customer support - 4.63Functionality Pricing Starting at $7.00 per month Get Price Alternative Product [Google Workspace](https://www.softwareadvice.com/marketing/google-workspace-profile/) 4.7 [(17594)](https://www.softwareadvice.com/marketing/google-workspace-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.59Value for money - 4.27Customer support - 4.63Functionality Pricing Starting at $7.00 per month Get Price Alternative Product [OneDrive](https://www.softwareadvice.com/cms/microsoft-onedrive-profile/) 4.5 [(12748)](https://www.softwareadvice.com/cms/microsoft-onedrive-profile/reviews/) Ratings Breakdown - 4.40Ease of use - 4.37Value for money - 4.21Customer support - 4.37Functionality Pricing Starting at $1.99 per month Get Price Alternative Product [Microsoft Word](https://www.softwareadvice.com/cms/microsoft-word-profile/) 4.7 [(2843)](https://www.softwareadvice.com/cms/microsoft-word-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.40Value for money - 4.26Customer support - 4.68Functionality Pricing Starting at $9.99 per month Get Price ## Neat Pricing and Plans Starting price: $288.00 per year Free Trial Free Version Basic $288.00 per feature, per year No plan information available Confused about pricing? 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Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Neat Features - Popular features found in Document Management Access Controls/Permissions Archiving & Retention Collaboration Tools Compliance Tracking Document Classification Document Editing Document Generation Electronic Signature File Conversion File Sharing Third-Party Integrations Version Control - More features of Neat Accounting Accounting Integration Accounts Payable ACH Payment Processing Activity Dashboard Bank Reconciliation Billing & Invoicing Budgeting/Forecasting Categorization/Grouping Credit Card Processing Data Import/Export Document Capture Document Management Document Storage Drag & Drop Electronic Payments Encryption Expense Claims Expense Tracking File Management Financial Reporting Full Text Search Income & Balance Sheet Invoice Management Invoice Processing Mobile Access Multi-Currency Optical Character Recognition Payment Reconciliation Profit/Loss Statement Projections Real-Time Reporting Receipt Management Reporting & Statistics Search/Filter Secure Data Storage Secure Login Spend Management Tax Management Transaction History Vendor Management ## Neat Integrations Microsoft Outlook Integration rated undefined from -1 review Quicken Integration rated undefined from -1 review Campaign Monitor by Marigold Integration rated undefined from -1 review QuickBooks Online Integration rated undefined from -1 review Constant Contact Integration rated undefined from -1 review Mailchimp Integration rated undefined from -1 review See all 9 integrations ## Neat User Reviews Overall Rating 4.0 Ratings Breakdown 5 53% 4 23% 3 10% 2 3% 1 11% Secondary Ratings Ease of Use 4.0 Value for money 3.7 Customer support 3.7 Functionality 3.8 WP Walter P. Verified reviewer International Trade and Development 2-10 employees Used monthly for more than 2 years Review source Reviewed December 2021 Difficult company to deal with 1 Loss of data. Customer support was extremely slow and we were required to deal with customer support in the Phillippines that proved to be unhelpful. Eventually, the support team gave up on the problems and we were obliged to revert back to dealing with the corporate management. The data was lost and was never recovered. Ratings Breakdown 3 Ease of use Previously 1 1 Value for money 1 Customer support 2 Functionality Previously 1 Pros: On the surface, the software provided most of the functions needed to run a small business. The software and hardware were relatively easy to set up. Cons: The company made massive changes to their software in the past that resulted in partial and sometimes complete yearly data. Read More Ginger S. Verified reviewer Real Estate 2-10 employees Used daily for more than 2 years Review source Reviewed October 2018 Great if they allowed software not in the cloud 5 Ratings Breakdown 4 Ease of use 4 Functionality Pros: The scanner software is great and the documents scan well Cons: They no longer support a software and want you to store all your scanned documents in the cloud. We only store on our firewall protected server. I'm not paying for document storage so we will use the old software until it will no longer work. Vendor Response Hi Ginger, Thanks for your review. While we no longer provide updates for the retired software, you are certainly free to continue using it on your computer. We do want to let you know that we provide bank level encryption security for our cloud service and have focused on the cloud because it allows us to provide unlimited storage at no extra cost, access from any web browser to view and share your information, and you can scan from virtually anywhere to the cloud via the Neat mobile app included free with subscriptions to Neat's cloud service. We'll be here whenever you are ready to try Neat's cloud service. Replied November 2018 Read More MS Marcelo S. Verified reviewer Food & Beverages 11-50 employees Used daily for more than 2 years Review source Reviewed July 2024 Unfair Business 3 I have used Neat for many years and approximately 3 years ago I upgraded my subscription to be able to use the QuickBooks connection desktop, my subscription was renewed in February 2024 and on June 15 2024, Neat removed the QuickBooks connection, so I requested to make a downgrade my subscription because I don't see the point in paying for a plan that I don't need, and they informed me that they will not refund my plan because it has been more than 30 days since my subscription was renewed, so Neat stopped providing a service in the middle of my subscription and I am forced to pay for a service that I am not receiving, this doesn't make sense, maybe this is a way for the company to make money. In the end, they want to offer me a discount on my renewal in February 2025, this is ridiculous because if I don't renew my subscription I have paid for a service I didn't receive. Ratings Breakdown 5 Ease of use 3 Functionality Pros: Good invoice cloud storage and ease to use Cons: removes features after you sign up for an annual subscription and does not refund money for features that are no longer provided Vendor Response Unfortunately, we learned this year that the company we work with to offer the QBD feature would no longer support or offer this tool. In May and June of this year, we proactively reached out to inform our users about the end of the QBD feature via two emails. Our team helped you set up a downgrade on your account to a cheaper plan. In February your plan will renew on this cheaper plan, but you'll still have access to all these the other wonderful Neat features until then. As such, the team added a future credit to your account for the QBD discontinuation, which would be applied when your account renews in February. We understand your concern regarding the timing of the credit. Therefore, as a gesture of goodwill, we have removed the $50 future credit and instead processed an immediate $50 refund. You will receive this refund within the next 4-9 business days. Your plan will renew at the full price of the downgraded plan in February. We thank you for being a long-time Neat customer. Replied August 2024 Read More EK Emily K. Verified reviewer Entertainment 11-50 employees Used weekly for more than 2 years Review source Reviewed July 2019 Recycle your documents and keep an archive on your computer! 5 It's solved storage space problems with various documents. We keep copies of agreements, employee paperwork, checks, and etc. We used to have huge file cabinet drawers full of various paperwork, however, once we got this software and scanner, we were able to recycle all the documents and organize everything in our computer system in the office. We have cleared up so much storage space using this software alone. This also is more reliable as well, as we are able to look up anything we need and need not worry about losing anything important. It's been helpful to us if we have to look up something for our clients instead of having to sift through papers. It's made customer service a whole lot easier. The organization is simple with this software as well. You can have it stored on your computer and use whatever method of organization you like. If you don't have this, I recommend it. Ratings Breakdown 5 Ease of use 5 Value for money 5 Functionality Pros: I love the fact that it can scan double-sided documents without any more effort than single-sided documents. The fact you can scan a variety of sizes from checks, regular paper, to business cards is amazing. It doesn't take much desk space, which is a major plus. It's been helping keep our office organized and help save the planet so that we don't have to keep drawers full of papers, we can scan, recycle, and move on. Cons: There's nothing I don't like about it. Like all other pieces of technology, you may have errors, but those are easy to fix with a re-scan or a simple reboot. Vendor Response Thank you so much for writing a review! We are glad to hear that you have been staying Neat with us! Keeping you rganized is our goal. Thank you again! Replied July 2019 Read More Hersh G. Verified reviewer Entertainment 2-10 employees Used weekly for less than 6 months Review source Reviewed November 2019 Best serive EVER! 5 Running a bank account with a bank that is actually there for you and is extremely proactive. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: I have never ever come across such a flawless experience. Their clean webpage, the efficiency of opening a bank account, the security entailed in it, the professionalism of their compliance, and most of all their exceptional service. You can reply to generic emails they send you, you can contact them on the webpage with any question and they will be there for you. They will get back to you with links and solutions etc. Again, their service is amazing and I am sure anyone will be extremely satisfied working with them. they have a deal with stripe where new startups don't pay stripe fees. Cons: I haven't explored thier integrations yet. Once I do I will update. Reasons for choosing Neat clean, easy to operate. Reasons for switching to Neat because regular banks do not care for you, unless you have a couple millions in the bank. and even then they are not efficient. Vendor Response Thank you for submitting a review! We are very happy to hear that you are enjoying Neat! Awesome to know you are utilizing our features and are enjoying the Neat experience! Replied November 2019 Read More MM Michael M. Verified reviewer Farming 2-10 employees Used monthly for more than 2 years Review source Reviewed February 2020 A good idea when it started, but they lost their way... 3 What part of Data hostage should I describe? The reports are bad, but after my legacy crashed, I tried to access my old records and they are unavailable unless I pay for a subscription. The cloud is slow for me, no solution for that, NEAT doesn't care or help. I am actively seeking a better solution, or maybe just a different solution, one that is not just marketing to large cash flows and big margins. My overall experience with the cloud based solution is that for rural areas without high speed internet it is unsatisfactory. Discounting the slow rural as my issue, I was also not impressed with the reporting module. And as a final word, if you need to rely on the images of your scans in an audit, good luck. When I tried to print them the resolution was so bad as to be totally illegible. No IRS auditor will accept them as a valid record unless you are willing to turn your computer over to the IRS so he can see the original scans. Ratings Breakdown 3 Ease of use 1 Value for money 1 Customer support 3 Functionality Pros: I like the compact scanner hardware, double sided scanning with no extra effort, ability to scan to a PDF or print a scanned PDF to NEAT. I like the ability to scan colored receipts that might not be legible in a grayscale or B/W scan. The scanner is fast, and the initialize button on the scanner itself is pretty handy when scanning a large pile of receipts. The OCR component is fairly accurate, I would say the Legacy OCR is about equivalent in accuracy to the cloud based premium version of 99%. I like that the software reminds you to backup at set intervals (obviously not an issue on the cloud system). Cons: Neat lost their way as a cloud based service. They say safe, I say Expensive. Once you are on their cloud, if you don't pay you lose your records until you do, & they are expensive. I tried the cloud system, but b/c my internet is rural (slow), the throughput was abysmal. I tried a compromise solut'n, NEAT legacy synced to the cloud service. I did this because legacy was written so poorly that it would utilize all of the memory on a large report & then crash. Support tried many times to ascertain the reason for the crashes. They blamed the computer, OS, & the user, never NEAT, & never found a solution. Reinstalled a dozen times, tried three computers w/ 4 versions of Win (Vista, 7, 8 and 10) & 32 Bit & 64 Bit ver of 8 & 10. My thinking was that I could scan & process on legacy & Sync with the cloud for reporting. Wrong...the cloud service had even less flexibility than the half formed legacy software w/ regards to reports. Legacy was rudimentary, the cloud service was worse. Consequently, I dropped the cloud service & muddled along with Legacy for another few years, guess I will again, but I dislike it & the cloud is worse. After Win 10 fall update, legacy fails to init. On a whim I tried to access my old data, surprise, must subscribe. Data hostage. Imagine that! Final note, the scanned images can not be resurrected with a printer due to poor Resolution. I have nothing good to say about NEAT, the few stars I gave are for legacy, not cloud. BUYER BEWARE! Reasons for choosing Neat When I first started with NEAT it had no competition. Now I am looking at other systems and finding them to also have their issues. My selection will eventually come down to the one that disappoints me the least. Vendor Response Thank you for submitting a review! We deeply apologize for any inconvenience or miscommunication that was caused. The legacy software that you are referring to has been retired for years now and has not had any updates for quite some time. Neat aslo does not hold any data hostage. All of your data can be stored directly onto your computer. If you do require any additional assistance, please take a look at our retired products community here - https://support.neat.com/retired Replied February 2020 Read More Chris K. Verified reviewer Design Self-Employed Used daily for more than 2 years Review source Reviewed February 2021 Was great until then went to Cloud Only Option and Subscription Plans 3 I was a long time user of Neat for awhile. I bought the neat Desk Scanner for both my home and work office and used their software and eventually their cloud for several years. I liked the legacy software. It was easy to use, you could easily export entire folders, combine receipts/etc. When they switched to Cloud only things became incredibly frustrating. Yes, the legacy software could still be used if you had it - but they wouldn't update it. I found using the Cloud platform incredibly limiting. Logging and upload receipts took extra steps and a lot longer. I wasn't able to easily combine receipts anymore. No way to bulk export receipts/folders. Even thoguh they claimed that their cloud software had all the features of the legacy software it didn't...and after a couple years of using it, it still didn't. Meanwhile, the prices kept hiking up, so I looked for another solution. Eventually, I switched to FileCenter DMS (I have been very happy with it), but to get everything off of Neat, I had to sync from the legacy software then export from there as the Cloud software could only export one file/receipt at a time (this, in my mind equates to holding your info hostage when they advertise plans for 1,000's of documents and it took awhile going back and forth with support for them to finally tell me how I can export more than one file at a time using their legacy software \[obviously they don't want people to know this so it keeps them with their software\]). Ratings Breakdown 4 Ease of use 3 Value for money 3 Customer support 3 Functionality Pros: It was a great way to add in receipts, keep track of them and generate reports for taxes. Cons: Really only valuable for receipts and contacts. Documents you can store, but they were as PDFs only - you can't store editable documents in it. Vendor Response Thank you for submitting review. We greatly apologize for any inconvenience caused after the retirement of the Legacy software. We are glad that you were able to export your files and all issues were resolved with migrating your information. We are sad to see you go and hope that you come back to experience and all of our new features that we currently have and enjoy the fantastic features that are coming in the future. Replied February 2021 Read More DK David K. Verified reviewer Design 1001-5000 employees Used weekly for more than 2 years Review source Reviewed May 2019 Neat used to be cutting-edge, but it's become very mediocre in recent years 1 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! Ratings Breakdown 2 Ease of use 1 Value for money 1 Customer support 3 Functionality 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 Read More Michelle F. Verified reviewer Individual & Family Services 2-10 employees Used daily for less than 12 months Review source Reviewed September 2018 Very underwhelming 2 Ratings Breakdown 2 Ease of use 2 Functionality Pros: The concept - the ability to scan in your receipts and have them all stored together and categorized neatly was very appealing. Cons: The actual functionality. Setting up the neat scanner was a nightmare. I kept getting errors and couldn't get logged in to my account. Once I did get it set up, my scanner only worked part of the time. I also found their online categorization and storage to be overall lacking in being user friendly. Vendor Response Hi Michelle, We're sorry to hear you had trouble setting up your scanner as well as finding the system to be less user friendly. We'd be happy to assist in both resolving any technical issues with the scanner as well as help you get more familiar with using Neat. You can reach our support team for technical assistance by calling 888-898-3253 https://support.neat.com/support/contact-support/ In addition to FAQs and how-to articles at https://support.neat.com/ we also have a weekly webinar that may help in using Neat more efficiently and staying organized as it is designed to do. Webinars are held every Thursday @ 1PM EST. You can sign up here to join an upcoming webinar. If you¿re not able to join a live webinar you can schedule for a different week or view a previous webinar as they become available here. For more details see our webinar FAQ: https://www.neat.com/?post\_type=helpcenter&p=29915&preview=true Replied November 2018 Read More Liyakat L. Verified reviewer Financial Services Used weekly for less than 12 months Review source Reviewed April 2018 Just okay scanning software! 3 Ratings Breakdown 3 Ease of use 3 Value for money 3 Customer support 3 Functionality Pros: The ability to scan and classify, assign categories to each document is really good. It makes the work quicker and fun. Cons: Unable to combine files into one PDF. Unable to easily export the PDF's to usable items. it is good but not comprehensive. Vendor Response Thank you for the feedback, Liyakat. We strive to constantly improve our products and services. We agree, the ability to combine multiple files into a single .pdf file is important. The plan is is to include feature parity with previous versions of Neat which would allow for this function. There is no firm timeframe when this feature will be available, but it is on the horizon. Replied May 2018 Read More Showing 1 - 10 of 100 Reviews [See All Reviews](https://www.softwareadvice.com/productivity/neat-profile/reviews/) ## Neat Popular Comparisons [Google Docs vs Neat](https://www.softwareadvice.com/cms/google-docs-profile/vs/neat/)[Google Drive vs Neat](https://www.softwareadvice.com/cms/google-drive-profile/vs/neat/)[Google Workspace vs Neat](https://www.softwareadvice.com/marketing/google-workspace-profile/vs/neat/)[OneDrive vs Neat](https://www.softwareadvice.com/cms/microsoft-onedrive-profile/vs/neat/)[Microsoft 365 vs Neat](https://www.softwareadvice.com/productivity/microsoft-365-profile/vs/neat/) [Compare All Alternatives](https://www.softwareadvice.com/productivity/neat-profile/alternatives/) ## Other Top Recommended Document Management Software [Klyck](https://www.softwareadvice.com/business-plan/klyck-profile/) **4.9** (29) Recently recommended **12** times [Square 9](https://www.softwareadvice.com/cms/square-9-profile/) **4.5** (141) Recently recommended **11** times [DocStar ECM](https://www.softwareadvice.com/cms/docstar-dms-profile/) **4.0** (97) Recently recommended **11** times [Revver](https://www.softwareadvice.com/cms/revver-profile/) **4.4** (977) Recently recommended **10** times Stuck Between Options? 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