--- title: "Neat Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Neat. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Neat is a good fit for you!" source_url: "https://www.softwareadvice.com/productivity/neat-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Document Management Software](https://www.softwareadvice.com/category/722-document-management/) / [Neat](https://www.softwareadvice.com/productivity/neat-profile/) / Neat Reviews 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](https://www.softwareadvice.com/productivity/neat-profile/) Reviews [Alternatives](https://www.softwareadvice.com/productivity/neat-profile/alternatives/) # Neat User Reviews ## Reviews summary - Overall rating: 4.0/5 - Total reviews: 100 ### Secondary ratings - Ease of use: 4/5 - Customer support: 3.7/5 - Value for money: 3.7/5 - Functionality: 3.8/5 ### Rating distribution - 5 stars: 53 reviews (53%) - 4 stars: 23 reviews (23%) - 3 stars: 10 reviews (10%) - 2 stars: 3 reviews (3%) - 1 star: 11 reviews (11%) ### Most mentioned pros - I like the receipt capture aspect, and the fact that I can store all the receipts in different folders for each employee but I wish there were better options to sort receipts, and that the transfer over to QuickBooks desktop was smoother and had more customization. - mildly easy to use - the new app taking the photo is slower than i would like - would prefer to click the photo as opposed to it taking it. - Just with those two scenarios alone, it more than pays for itself. ### Most mentioned cons - 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. - Holds data effectively hostage and constantly increases subscription cost. - The transfer of receipt info over to QuickBooks Desktop is not very user friendly. ## Neat customer reviews Showing reviews 1-25 of 100 (page 1). ### Difficult company to deal with - Overall rating: 1/5 - Reviewer: Walter P. - Verified reviewer: Yes - Industry: International Trade and Development - Company size: 2-10 employees - Product usage: Used monthly for more than 2 years - Reviewed: December 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 3/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 2/5 #### 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. --- ### Great if they allowed software not in the cloud - Overall rating: 5/5 - Reviewer: Ginger S. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### 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 --- ### Unfair Business - Overall rating: 3/5 - Reviewer: Marcelo S. - Verified reviewer: Yes - Industry: Food & Beverages - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2024 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 5/5 - Functionality: 3/5 #### 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 --- ### Recycle your documents and keep an archive on your computer! - Overall rating: 5/5 - Reviewer: Emily K. - Verified reviewer: Yes - Industry: Entertainment - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: July 2019 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### 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 --- ### Best serive EVER! - Overall rating: 5/5 - Reviewer: Hersh G. - Verified reviewer: Yes - Industry: Entertainment - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: November 2019 - Review source details: This review was submitted organically. No incentive was offered Running a bank account with a bank that is actually there for you and is extremely proactive. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### A good idea when it started, but they lost their way... - Overall rating: 3/5 - Reviewer: Michael M. - Verified reviewer: Yes - Industry: Farming - Company size: 2-10 employees - Product usage: Used monthly for more than 2 years - Reviewed: February 2020 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 3/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 3/5 #### 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 --- ### Was great until then went to Cloud Only Option and Subscription Plans - Overall rating: 3/5 - Reviewer: Chris K. - Verified reviewer: Yes - Industry: Design - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: February 2021 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### 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 --- ### Neat used to be cutting-edge, but it's become very mediocre in recent years - Overall rating: 1/5 - Reviewer: David K. - Verified reviewer: Yes - Industry: Design - Company size: 1001-5000 employees - Product usage: Used weekly for more than 2 years - Reviewed: May 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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 - Ease of use: 2/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 3/5 #### 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 --- ### Very underwhelming - Overall rating: 2/5 - Reviewer: Michelle F. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 2/5 - Functionality: 2/5 #### 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 --- ### Just okay scanning software! - Overall rating: 3/5 - Reviewer: Liyakat L. - Verified reviewer: Yes - Industry: Financial Services - Product usage: Used weekly for less than 12 months - Reviewed: April 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### 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 --- ### Would love to customize - Overall rating: 4/5 - Reviewer: Karina D. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 3/5 #### Pros mildly easy to use - the new app taking the photo is slower than i would like - would prefer to click the photo as opposed to it taking it. #### Cons I wish i could edit the categories - if there is a typo it automatically saves it. I would like to be able to edit the expense categories. #### Vendor response Thank you for submitting a review! The Neat mobile app allows you to manually capture your photos now! All you have to do is toggle one and off the Auto Capture feature. You are able to edit the categories but unfortunately, deleting them is not an option in the mobile app. We apologize for any inconvenience caused. Replied November 2021 --- ### So glad I bought the bigger scanner. - Overall rating: 3/5 - Reviewer: Patrick B. - Verified reviewer: Yes - Industry: Photography - Company size: 2-10 employees - Product usage: Used weekly for more than 2 years - Reviewed: December 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Neat is a very important software for my photo studio. I can discard virtually all of my receipts now - the IRS recognizes Neat records as sufficient. I can easily find and review previous orders for comparison or reference. Although most supplier websites are getting very good about providing access to previous orders, etc., I still use Neat regularly rather than opening the web browser and finding the supplier. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Functionality: 3/5 #### Pros Neat allows me to easily scan all of my receipts and offers sorting options. The product also lets me scan customers' hand printed order forms allowing me to return the forms with the photos or discard - but I still have all of the important contact information #### Cons My biggest complaint is speed when loading and searching. Also, the home page could be better organized or even customizable. #### Vendor response Thank you for submitting a review! We are happy to hear that you are enjoying all that Neat has to offer. From your review, it seems that you are using the Legacy software which is now retired and will no longer have any updates. We do suggest moving to the cloud based software as it does solve any issues that you could be experiencing with the desktop software. Thank you so much for staying Neat with us! Replied January 2020 --- ### Neat Expense Tracking is a Plus - Overall rating: 5/5 - Reviewer: Linda L. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: October 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Once I understood how to use the software to improve my business and skills the overall experience was beneficial. Thus productivity increased and became a part of the operative agenda. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros What I like most about NEAT is that is assists you in reducing the amount of paper accumulated for business expense tracking. It is an easy way for small business owners to vamp into using technology to organize expenses, files and anything that needs to be archived. #### Cons What I like least about the software is that I found the instructions hard to understand. As a product producer you have to be mindful that most business owners who use the software may have no other technology except a point of sale system. When you assume that the customer knows then you setting the customer up to be intimated and lose interest. #### Vendor response Linda, thank you for your very valuable feedback. We are sorry to hear that there was difficulty in understanding the product when you first began. We welcome any additional feedback you may have in how to improve a customers onboarding experience Replied October 2018 --- ### Bad choice after bad choice from struggling company - Overall rating: 4/5 - Reviewer: Shimon P. - Industry: Computer Software - Product usage: Used daily for less than 6 months - Reviewed: February 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The latest version of the desktop software from Neat (5.7) is not longer supported, so it's on the death row. Instead, it was replaced by much less potent cloud version. While I believe some may find cloud solution appealing, many small shops don't want to hear about cloud and were happy with desktop version. It allowed to categorize receipts, export into numerous software choices (excel is one of the most popular one, but quicken and quickbooks are there too) Now, that desktop version is no longer supported/developed, they left many customers in shocking state looking around for alternatives, like Fujitsu's SnapScan Receipts and Mariner Software's Paperless (both are excellent alternatives, by the way) It's a shame the company follows some internal misguidance instead of listening to the customers, but I guess this is how software business works these days. Everybody wants buzzword cloud. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 4/5 #### Pros - Allows to categorize receipts and provide instant summary (e.g. Meals Receipts) of the amounts for the accountant. - Distinguishes between documents, receipts and business cards - Easy to use - Stores everything in local database, which is easy to backup/restore (did it few times flawlessly) - Naturally supports NeatReceipts scanner #### Cons - Abandoned to much worse cloud solution - Will stop working sooner or later - Not supported any longer - No new features are developed (e.g. templates for various business categories) - Lack of support whatsoever in general - Not many variety of scanners is supported. Very picky in their choice. --- ### Neat Small Business Solutions - Overall rating: 5/5 - Reviewer: Lee J. - Industry: Writing and Editing - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: April 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Using Neat for several years now. Just used the reports function for tax purposes and was thoroughly impressed with the output. Something I can simply hand to an auditor, if need be. The Neat Cloud is a real security blanket. The number of times my computer 'lost' the Neat Data file is too many to count. Knowing my data is in the Neat Cloud is very reassuring. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros Scanner works very well and captures text on receipts to populate fields in the document description and database entries. #### Cons Difficult to contact support. Neat Data file is lost frequently. Program shuts down unexpectedly at times. --- ### The ability to rename columns and split/divide receipt amounts in EXCEL format is not supported now. - Overall rating: 5/5 - Reviewer: Richard H M. - Industry: Research - Company size: 10000+ employees - Product usage: Used daily for more than 2 years - Reviewed: June 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Permanent data base without having to save paper receipts. Easy to use an smart phones. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 2/5 #### Pros Ability to capture receipts in real time using smart phones. Ability to have a record of all receipts easily generated. #### Cons It goes off for no apparent reason. The software stops and closes unexpectedly, for no apparent reason. #### Vendor response Hi Richard, We appreciate the review - Neat will be re-adding a slew of convenient features to our cloud-powered application in the coming months. Stay tuned! Replied June 2018 --- ### Records for customers - Overall rating: 5/5 - Reviewer: Wanda S. - Industry: Automotive - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I scan in all the work orders and invoices for the repairs we do. The Neat saves time so I don't have to go thru boxes to look up the customer in case of a problem. Easy to use and as long as you keep it clean it works perfect. The Neat cloud does the back-up so I know I am protected. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros You can set your requirements easy. #### Cons It jams if you put to many pages in it. You must keep the lens cleaned about once a week. --- ### Love it - Overall rating: 4/5 - Reviewer: Kenneth H. - Verified reviewer: Yes - Product usage: Used weekly for more than 2 years - Reviewed: February 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Better search capability. Paperless file storage. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I really like the printable reports. It is a versatile product. It can be used to store lots of different files. #### Cons It is a fairly sizable program that uses a rather large amount of memory while open. It does take some effort to learn use. #### Vendor response Hello Kenneth, Thank you for the review. Neat is working to add additional features which many users will find as an asset and to simplify the program for ease of use. Stay tuned for what Neat has to offer next! Replied March 2018 --- ### Scanning made easy - Overall rating: 5/5 - Reviewer: Kenneth S. - Verified reviewer: Yes - Product usage: Used other for more than 2 years - Reviewed: April 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Functionality: 5/5 #### Pros At per month month, I have not found a better cloud-based solution for scanning and saving to the cloud receipts and other important documents. #### Cons We would like to see easy integration with QuickBooks, QuickBooks Online, and Quicken in previous versions. #### Vendor response Hi Kenneth, we appreciate your review and candid feedback. We are working to include feature parity with previous versions of Neat for our cloud service. If you ever are in need of integration assistance, please let us know and we will reach out. Replied May 2018 --- ### slow but steady wins the race - Overall rating: 4/5 - Reviewer: christina c. - Verified reviewer: Yes - Industry: Construction - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. still saves time overall! 🙂 #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Functionality: 4/5 #### Pros the way it captures and organizes information off of invoices and receipts #### Cons the particular scanner we have is very slow and jams up frequently. #### Vendor response Thank you for taking time to leave a review, Christina. If you are interested, we can look into replacing your scanner as a courtesy. Please let us if we can help in any way! Replied August 2018 --- ### Great for book keeping would love to see the ability to invoice be added to the program - Overall rating: 5/5 - Reviewer: Greg A. - Industry: Consumer Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great for book keeping would love to see the ability to create and send invoices added to the program line up. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Cons sometimes slow to sync --- ### Content - Overall rating: 5/5 - Reviewer: Theresa-lynn R. - Verified reviewer: Yes - Industry: Transportation/ Trucking/ Railroad - Company size: Self-Employed - Product usage: Used monthly for more than 2 years - Reviewed: November 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Really good #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Its fairly easy to use. I like keeping documents for easy finding #### Cons That it doesn't mesh w simply accounting #### Reasons for choosing Neat It does more than accounting #### Vendor response Thank you for submitting a review! We appreciate the kind words and we are happy to hear that you are enjoying Neat! Replied November 2021 --- ### Neat is neat - Overall rating: 5/5 - Reviewer: fred w. - Industry: Individual & Family Services - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: April 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I have used Neat for a year now and it has simplified my record keeping and tax preparation. No more magnetically imprinted receipts I can't read a few days later..I scan them at the table! I finish the tax info later. Tax summaries a a few clicks and your ready for your CPA or do it yourself. This would have saved my money and time if I had known about it years ago. My suggestion, don't wait another day. Get it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy and convenient --- ### Neat scanner is so NEAT! - Overall rating: 5/5 - Reviewer: Teresa T. - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: April 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I love it so much talked my son in law to get my daughter one as well You create your folders scan it in keeps a running total. Use for business and personal use. I know how it got its name. It is so NEAT #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Mutiable folders scans to documentd easy to use live it #### Cons Doesn't remover password wish I could just get started without signing in so many times --- ### My online financial books are ready - Overall rating: 4/5 - Reviewer: Alfredo R. - Verified reviewer: Yes - Industry: Banking - Company size: 2-10 employees - Product usage: Used monthly for free trial - Reviewed: July 2021 - Review source details: This review was submitted organically. No incentive was offered In general good, it maintains an order in my information and I always have it at hand in a simple way #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Set up all of my accounts when I started my business. I wouldn't be where I am today without her help and support. #### Cons It is a good time to offer this product in Spanish since it was not easy to translate for my Hispanic employees #### Vendor response Thank you for submitting a review! We are happy to hear that you are enjoying the Neat product. We do apologize for any inconvenience caused while using the web application but we greatly appreciate you staying Neat with us! Replied November 2021 ## More reviews [Next reviews](https://www.softwareadvice.com/productivity/neat-profile/reviews/?page=2) --- Neat Reviews, Pros and Cons - 2026 Software Advice