Who Uses This Software?

Small businesses that need an easy to use bookkeeping automation solution that enhances productivity, enables organization and collaboration and provides real-time financial visibility.

Average Ratings

78 reviews
  • Overall 4 / 5
  • Ease of Use 4 / 5
  • Customer Service 3.5 / 5
  • Features 4 / 5
  • Value for Money 4 / 5

Product Details

  • Starting Price US$99.99
  • Pricing Details Other monthly & annual price plans are available.
  • Free Version No
  • Free Trial Yes
  • Deployment Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training Webinars
    Documentation
  • Support Business Hours
    Online

Vendor Details

  • Neat
  • https://www.neat.com/
  • Founded 2002

About Neat Small Business Solutions

Neat enhances the productivity of small businesses by helping them to eliminate paper through digitization and automate their bookkeeping tasks. Using the Neat SaaS solution, small businesses are able to organize and retain their documentation data in a digital format for business and income tax purposes, transmit it to accounting, contact management and marketing automation platforms, leverage analysis tools to monitor the health of their business and create Expense Reports for reimbursement.

Neat Small Business Solutions Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • Bookkeeping Services Integration
  • Cash Management
  • Collections
  • Expense Tracking
  • Fixed Asset Management
  • General Ledger
  • Payroll Management
  • Revenue Recognition
  • Spend Management
  • Tax Management
  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Approval Process Control
  • Multi-Currency
  • Receipt Management
  • Reimbursement Management
  • Spend Control
  • Time & Expense Tracking
  • Workflow Management
  • Access Controls/Permissions
  • Archiving & Retention
  • Collaboration
  • Drag & Drop
  • Forms Creation & Design
  • Full Text Search
  • Process/Workflow Automation
  • Version Control

Neat Small Business Solutions Most Helpful Reviews

In converting to the new software from the legacy version I lost all my scans from 2012 to 2016

Reviewed on 30/5/2018
Dr marshall K.
Foundation President & Mayor (Emeritus)
Used the Software for: 1+ year
Reviewer Source 
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: I receive organized storage & recall of important documents of my enterprises for legal, accounting, privacy, and other business issues.

Pros: I like the ability to scan & organize my documents & papers. Parsing & saving to the cloud add to its value. Welcome extras include scan to computer, scan to email, email a scan, and scan to Neat Solutions software. The search feature is a plus as well. I like the ability to zoom in & out on docs, rotate docs & print them.

Cons: 1) incessant logins required & quite maddening! The software times out way too quickly and requires another log-on to get back where I left off. 2) Unlike your early version I can not double click (or use any command at all) to instantly enlarge the document to full size in order to read the microscopic size characters and numbers on the scanned item therein! 3) I must repeat the entry of repetitive titles of accounts, etc. You eliminated the auto-fill feature that was soo handy! 4) I absolutely HATE the inability to add a scanned supplemental document (scan) to a previous scan that has already been saved!!! YES. We can add more pages to a scan before the batch is saved. Big Deal! 5) It takes forever for a 3 or more page scan to process. If I have multiple scans I go on to do other work between them until "processing" is done. However since I have notes, titles, dates, and categories to type in, I hate to have my train of thought & work flow flubbed up! Any wait for processing to finish invariable results in the need to sign in again....and there's no ability to save the password associated with the log on....the way I can for all my banks & investments. Today we have many ways to quickly & safely enter passwords, so how about it? The preceding was my top 5 intense dissatisfactions relative to the software. Tsk-tsk! You didn't ask about customer support.Dr

Vendor Response

by Neat on 1/6/2018

Thank you for taking your time to leave your review. Your feedback is very valuable to us.

We at Neat understand the need for additional features, such as those that were available on previous versions of the software.

Neat is working hard to provide features users found beneficial and soon will be available.

The Neat software and scanner, an outstanding asset to both our business and personal use.

Reviewed on 27/5/2018
Frederick R.
Vice President
Restaurants, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: It gives me peace of mind and a sense of security. It has inspired me to be an overall more organized person in both my business and in my personal life.

Pros: I like the fact that it has significantly lessened my load of keeping excess paperwork. It has given me a great sense of contentment and security. All warranties, records, receipts, important documents or even articles, I have easy access to them anytime, anywhere. In business, it is imperative to always keep records, whether it would be for the government, financial statements, contracts, income receipts and employees. This program basically gives me peace of mind and lessens any stress or worry. If organization is essential to you then the Neat program is the answer.

Cons: Basically, if you scan a document and later on you want to add on another page to that document and scan it separately you are not able to combine it with the first scanned document. You have to delete the original document and then scan both together as a multipage document.

Vendor Response

by Neat on 1/6/2018

Hi Frederick,

Thank you for the review! We are happy to tell new features are coming to Neat soon - more specifically, the ability to combine items and other ways to access and manager your data.

Recycle your documents and keep an archive on your computer!

Reviewed on 20/7/2019
Emily K.
Office Manager
Entertainment, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

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

by Neat on 29/7/2019

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!

Bad choice after bad choice from struggling company

Reviewed on 10/2/2017
Shimon P.
Computer Software
Used the Software for: 1-5 months
Reviewer Source 
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

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.

Great if they allowed software not in the cloud

Reviewed on 16/10/2018
Ginger S.
Operations Manager/Bookkeeper
Real Estate, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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

by Neat on 2/11/2018

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.

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