--- title: "Neat Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Neat Software - reviews, pricing plans, popular comparisons to other Expense Report products and more." source_url: "https://www.capterra.com/p/32157/Neat-Small-Business-Solutions/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Neat Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Neat ## What is Neat? Do your bookkeeping in minutes from anywhere. Neat is the easy-to-use small business accounting and bookkeeping software that 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! ## What is Neat used for? [Bookkeeper](https://www.capterra.com/bookkeeper-software/)[Document Management](https://www.capterra.com/document-management-software/)[Cloud Storage](https://www.capterra.com/cloud-storage-software/) Top alternative Featured Overall rating Based on 100 user reviews Reviews sentiment Positive 76% Neutral 10% Negative 14% Pros & cons Straightforward setup and operation Frequent technical disruptions Starting price $288 Per Feature, Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Neat?[Manage this product listing](https://www.g2.com/products/neat/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Neat 4.0 (100) VS. [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting Price $288 Per Feature, Per Year Starting Price $22 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (100) Ease Of Use 4.5 (348) Value For Money 3.7 (80) Value For Money 4.2 (205) Customer Service 3.7 (79) Customer Service 4.5 (318) ## Neat alternatives [4.4 (3,341)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (684)](https://www.capterra.com/p/163115/Zoho-Books/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/32157/Neat-Small-Business-Solutions/alternatives/) ## FAQs about Neat Overview ### What problems does Neat solve? Neat solves the problem of paper receipt piles and hard-to-find business records by scanning receipts, invoices, work orders, and documents into searchable, categorized digital files and expense reports. Small-business owners, bookkeepers, accountants, consultants, and mobile professionals benefit from faster tax preparation, expense tracking, client record retrieval, and electronic file sharing. Answer based on 82 reviews Overview ### Which roles and teams benefit most from Neat? Neat is most used by small-business owners, founders, and company presidents who need to organize receipts, expenses, and financial records. Office managers and accountants use it to maintain documentation for bookkeeping and reporting, while HR, safety, and sales leaders track business paperwork and keep operational records accessible. Answer based on 90 reviews Overview ### What company size and industries is Neat built for? Neat is for small business owners with up to 10 employees, matching 89% of reviewers; Construction leads at 8%. It also serves Real Estate (5%) and Accounting (4%), while 7% of reviewers are enterprise and 4% are midsize businesses. Its most common use case is bookkeeping, reported by 33% of reviewers. Answer based on 100 reviews Features and Usability ### What are the key features of Neat? Neat includes core receipt scanning and document capture with optical character recognition, expense tracking, and searchable document storage. Users can organize receipts, invoices, and files into folders, categorize expenses, create tax and financial reports, and export data through accounting integrations such as QuickBooks. Answer based on 78 reviews Limitations ### Does Neat have software bugs or reliability issues? Neat can handle routine scanning, but reviewers frequently report reliability and usability issues. Common concerns include unexpected shutdowns, slow syncing or processing, repeated logins, scanner resets, and compatibility problems after updates. Small business users with continuous scanning needs may also find technical support and cloud performance frustrating. Answer based on 31 reviews Integrations ### Which third-party tools and platforms does Neat integrate with? Neat integrates with 9 third-party tools for email, contacts, and accounting, including Mailchimp, Campaign Monitor by Marigold, Constant Contact, Google Contacts, Microsoft Outlook, QuickBooks Online, QuickBooks Online Advanced, Quicken, and TurboTax Business. Answer based on 2 reviews Getting Started and Support ### How easy is it to onboard and train a team on Neat? Neat offers live online training for teams getting started with receipt scanning, document storage, and reporting. Reviewers describe a small learning curve, with users becoming comfortable after regular use. Nontechnical business owners and slower learners may need additional guidance, particularly when instructions or app changes are unclear. Answer based on 12 reviews Getting Started and Support ### What customer support options does Neat offer, and how do users rate the experience? Neat offers email/help desk support, an FAQ/forum, 24/7 live representative assistance, and chat. User experiences are mixed but often critical: reviewers report difficulty reaching support, limited technical help, sparse self-service guidance, and frustration with ticket-based assistance. Some users received setup help and became more comfortable using the product. Answer based on 20 reviews Features and Usability ### How well does Neat scan and organize receipts? Neat scans, categorizes, and stores receipts effectively for paperless expense tracking and tax records. Small business owners and frequent travelers value searchable files, folder organization, PDF creation, and scanner speed. Some users report limits with combining saved scans, sorting options, cloud workflows, OCR accuracy, and exporting records in bulk. Answer based on 78 reviews ## Pros and Cons Straightforward setup and operation 88% positive reviews out of 25 Most reviewers describe ease of use as a key benefit, highlighting simple setup and intuitive daily operation. Frequent technical disruptions 83% negative reviews out of 24 Most reviewers report bugs and issues, including frequent logouts, crashes, and difficulty obtaining effective support. ## Features AI summary Based on 32,025 Expense Report reviews Capterra reviewers highlight these as the top features buyers look for in Document Management software: - **Secure Data Storage** (**56%** of reviewers rated this feature as critical) - **Document Storage** (**51%**) - **File Sharing** (**49%**) Neat includes **Secure Data Storage** and **Document Storage**, giving businesses a secure place to keep files protected while organizing records in one system. However, it does not offer **File Sharing**. Instead, it provides other features that reviewers also rate highly, including **Mobile Access** (**50%**) and **Data Import/Export** (**44%**), helping teams access documents on the go and move information between systems more easily, allowing teams to keep records available and maintain smoother document workflows. Secure Data Storage 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches Document Storage 3.7 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Data Import/Export 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Expense Tracking 3.8 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Monitor and record expenses such as purchases or charges incurred Archiving & Retention 3.0 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Collaboration Tools 3.3 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Neat 47 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Accounts Payable: Track money owed to a company's creditors/suppliers - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Categorization/Grouping: Organize and group data or items based on various criteria - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Credit Card Processing: Accept and process credit card transactions - Data Import/Export: Import and export data to and from software applications - Document Capture: Scan, move or upload electronic files within the software's repository - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Payments: Electronically collect payments for goods or services - Encryption: Convert data into a code for security - Expense Claims: Attaching relevant receipts or supporting documents to submit expenses for reimbursement - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - File Management: Create, save, and store files - Financial Reporting: Generate reports to assess the financial performance of an organization - Full Text Search: Search for specific words or phrases within a document or database - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Mobile Access: Access software remotely via mobile devices - Multi-Currency: Manage and handle various international currencies - Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents - Payment Reconciliation: Reconcile payments with corresponding invoices or orders for accounting purposes - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real-Time Reporting: Active reporting of data and metrics - Receipt Management: Upload, track, and submit receipts in a central database - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Secure Login: At least a username and password is required to access the system - Single Sign On: Allow users to access multiple services after entering their login credentials once - Spend Management: Track the amount of money spent on a certain product or with a certain supplier - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. --- Get Advice We can help you find the software with the features you need. Features 3.8 (96) 3.8 Based on 96 reviews ## Pricing Value for money 3.7 (80) Free Trial Basic $288.00 Per Feature,Per Year Value for money 3.7 (80) 3.7 Based on 80 reviews ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Google Contacts](https://www.capterra.com/p/203196/Google-Contacts/)[ Campaign Monitor by Marigold](https://www.capterra.com/p/76928/Campaign-Monitor/)[ Quicken](https://www.capterra.com/p/151854/Quicken/)[ TurboTax Business](https://www.capterra.com/p/179846/TurboxTax-Business/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.7 (79) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.7 (79) 3.7 Based on 79 reviews ## User reviews Overall rating 4.0 Based on 100 reviews Filter by rating Counts reflect reviews available in this feed. 5(53) 4(23) 3(10) 2(3) 1(11) Mentioned topic Recent reviews first, then most helpful Tanya B. Owner Used the software for: 3-5 years ### "nice small scanner " 5.0 November 9, 2018 Pros It is easy to scan receipts and business cards Cons pages can sometimes stick together if you're not paying attention Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Human Resource Manager Used the software for: 3-5 years ### "EXCELLENT tool for a common paper hoarder! " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 23, 2018 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Ralph W. CEO Used the software for: 3-5 years ### "Data Kidnapping" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 December 15, 2022 Holds data effectively hostage and constantly increases subscription cost. Pros not much. Scans paper and uploads it to the cloud. Cons There is no functionality to export data other than to export the whole database making it virtually impossible to switch to another system if one has a lot of data. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer Human Resources Manager Used the software for: Less than 1 year ### "Neat" 4.0 November 15, 2018 Overall, it's a great product. I have not been using long, but I am more organized than I was before I started using Neat. Pros I just started using Neat, and I am loving it. It organizes everything, and makes it easy for me to send my information to other software without having to reenter the information. Time saving! Cons Getting started, for me, was a bit frustrating. I even had a remote access call, and needed more assistance. Of course, I could be a slow learner. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Sr. Accounting Assistant Used the software for: 1-3 years ### "Super helpful" 4.0 October 16, 2018 Huge time saver and allows me to get receipts to my accountant quickly and easily via electronic means. Pros The time saving aspect and keeping receipts organized. Cons Receipts have to be kept fairly flat, no cruppled papers. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Accounts Payable / Contract Administrator Used the software for: 3-5 years ### "easy & good for home use" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 5/10 April 6, 2018 Pros The neat scanner & program is easy to use. We used this program to scan all our documents into digital files. Inexpensive. Cons The Neat Scanner did have some gliches with shutting down. Customer service was not the most greatest! Very difficult to get speak to someone about issues. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Manager Used the software for: 3-5 years ### "Works well, but you cannot change the user" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 June 29, 2018 Pros It is great quality, makes the pdf's searchable and great to have it cloud based. Easy to organize and save documents based on what it scans. Cons The desktop to website is slow and clunky. Also we messed up one letter on the email, stuck with it now, cant change it according to support. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Safety Director Used the software for: 3-5 years ### "Good Product" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 7/10 April 17, 2019 I use this product daily, very easy to use. Pros scanning, email, mobile, are all vey good. Cons logging in once ok, then you get kicked out to often and have to do all over again. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer Controller Used the software for: 1-3 years ### "Review" 4.0 November 14, 2018 It is an awesome solution and help to find receipts in a most faster way and no matter hold old it is. Pros Keeps everything organized, neat and clean. Easy keeping of records. Cons Takes a while to troubleshoot how to get everything in less pages to print. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer President and CEO Used the software for: 3-5 years ### "Have the all in one scanner- Good machine" 5.0 November 9, 2018 Pros Have the all-in-one scanner and it works great. Setup was a little tricky with the program I bought it to use with. Cons A little temperamental. Sometimes I have to reset the machine or the computer to get it to work again. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/32157/Neat-Small-Business-Solutions/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [CosmoLex vs Neat](https://www.capterra.com/compare/18931-32157/CosmoLex-vs-Neat-Small-Business-Solutions)