Neat

Neat Small Business Solutions

4 / 5 37 reviews

Who Uses This Software?

For small businesses and sole proprietorships in need of fast and accurate document reduction and spending management solutions.


Average Ratings

37 Reviews
  • 4 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $7.99/month
  • Pricing Details
    Other Packages Available.
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
  • Support
    Online
    Business Hours

Vendor Details

  • Neat
  • www.neat.com/
  • Founded 2002
  • United States

About Neat Small Business Solutions

The Neat software platform provides small businesses, particularly those with a high volume of monthly expense transactions with the need to streamline the storage and organization of all business documentation, with the ability to quickly enter or import and convert document images into a digital data format. Neat helps organize and categorize the data and satisfy business reporting needs related to accounting and taxes.


Neat Small Business Solutions Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Management
  • Collections
  • Consolidation / Roll-Up
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • General Ledger
  • Government
  • Multi-Currency
  • Payroll
  • Project Accounting
  • Purchasing
  • Revenue Recognition
  • Spend Management
  • Tax Management
  • Trust Accounting

Vendor has not completed this information.

  • Access Controls
  • Archiving & Retention
  • Collaboration
  • Compliance Management
  • Document Assembly
  • Document Conversion
  • Document Delivery
  • Document Indexing
  • Electronic Signature
  • Email Management
  • Forms Management
  • Full Text Search
  • OCR
  • Print Management
  • Version Control
  • Approval Process Control
  • Invoice Management
  • Multi-Currency
  • Receipt Management
  • Receipt Upload
  • Reimbursement Management
  • Spend Control
  • Time Tracking
  • Workflow Management
  • Approval Process Control
  • Archiving & Retention
  • Collaboration
  • Document Indexing
  • Drag & Drop
  • Full Text Search
  • Remote Document Access
  • Rules-Based Workflow
  • Text Editing
  • Version Control

Neat Small Business Solutions Reviews Recently Reviewed!

Bitter turned sweet

Aug 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like that it will pull information out of receipts and sort everything for me. I also like that I can save to the computer.

Cons: I wish finding file folders when saving to computer was easier than how it is now. You have to click through so many things just to get to some files. I wish it was accessible like the regular file explorer is.

Overall: I save a lot of time from having to get up and down to go to the regular scanner.

Wanted a scanning system that eliminated paper clutter. The key is the software.

Jul 22, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: NEAT is a robust database that allows receipts to stored and creates fields for easy searching. You can also create folders as well for another way of organizing.

Cons: Initially NEAT had a computer based software that would sync with their web based software. The computer based software has features that allowed more flexibility in report generation and organization. This was lost when last year NEAT dropped the computer based software.

Overall: Eliminate paper receipts and to lesser degree some documents.

very bad customer support

May 04, 2017
3/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: ease of use for every person in office, fast find , but customer service is very very very bad, no phone number to call

Cons: l

Overall: easy to use

Neat Scanner Review

Apr 28, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Comments: Initially it was difficult to set up and start using it.
I had to call customer support to request assistance.
Now I can use it with more ease.

Bought for Digitizing at home

Apr 27, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Its a very well-designed software with lots of potential.

Cons: Sometimes it doesnt work. Sometimes i have to fight with it for days to finish a batch. Customer support is quick to blame me for the issues. I lost an entire months work (that was scanned and shredded, and is no longer visible in my neat files. The items are there, the scan is gone.). There seems to be a format gap that has yet to be resolved.

Overall: I have had this software for 13 months. I think its great, and it has done everything i wanted and more. There is a bit of a learning curve, and you should be really good at trouble shooting before giving up. I wish updates were more frequent and more updated each time. Overall, I will keep using Neat now that neat and i have an understanding and i know where its limits are.

Recommendations to other buyers: I look forward to future updates and improvements. Like i said, its an amazing idea, and i love it now that i know what the limits are.

Great way to tame Receipts

Apr 27, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, Easy to edit and categorize.

Cons: Took me a long time to order because of cost

Overall: The Neat Scanner makes it so simple to scan and organize those mountains of paper. I had literally boxes of receipts each year to input (one by one). I trust it so much now that I actually scan and discard hard copy into shredder - Now my desk is nice and clean AND everything is sorted, stored and easy to print if I need it! LOVE IT!!!

Records for customers

Apr 27, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: N/A

It's ok, not worth the price

Apr 27, 2017
4/5
Overall
2 / 5
Ease of Use
1 / 5
Features & Functionality
3 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: Easy to hook up

Cons: Everything

Overall: Like I said, its ok but not worth the price, papers go in crooked and hard to file copies where I want

Recommendations to other buyers: Not worth it

The best for small business

Apr 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: The best for small business. It's user friendly and they keep you updated. It really helps with clutter of receipts. I use it for home and business. It also comes in handy during tax season.

Customer Feedback

Apr 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: User Friendliness

Cons: Keep logging out every time the software is launched despite choosing the remember me option.

Overall: The Neat desktop Scanner is Awesome but this review page kind of sucks, It keeps on Glitching not allowing me to type properly

Recommendations to other buyers: No.

Great for book keeping would love to see the ability to invoice be added to the program

Apr 24, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Cons: sometimes slow to sync

Overall: Great for book keeping would love to see the ability to create and send invoices added to the program line up.

Recommendations to other buyers: Great for book keeping would love to see the ability to invoice be added to the program

Neat is pretty good

Apr 24, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Its organized

Cons: Needs review comes up too often

Overall: I really like the Neat software. Its a great way to store our company receipts. The only thing I don't like about it is that there are so many times I get a needs review message and I have to enter the receipt info because it cant read it.

Recommendations to other buyers: Keep up with it daily or else you will have like 100 needs review items to go through at once

Easy to use

Apr 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use.

Cons: Sometimes it needs to be closed and reopened

Overall: Using neat has been very easy and convenient for organizing digital files, as well as being able to easily send them out in a variety of formats. It has saved time, money, effort, and a lot of frustration.

Trouble w/Neat

Apr 20, 2017
1/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money

Pros: It's great if it works. Just don't try it on a Mac.

Cons: Doesn't work on a Mac computer!

Overall: Recently I switched from a PC to an IMac computer. Neat seemed to work great on the PC, but when I downloaded the driver for Mac, every time I tried to use Neat it started to scan and then shut down. Support said there would be a fix by the first of the month. That was the first of April. It still is not working. I now have a large paper weight on my desk w/the Neat name and logo on it.

Vendor Response

by Neat on May 04, 2017

We apologize for the delay in a release to resolve the issues that you are reporting. We have just released the latest version of the software to resolve that issue. If you like we can have a tech support agent reach out to for further assistance.

Neat Small Business Solutions

Apr 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: Seems like Neatco is isolating itself from its customer base. So difficult to contact support.

Great value, great price

Apr 19, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I purchased to get my receipts scanned in for taxes. Plugged in. Works great! No trouble at all. I'd purchase again!!

Neat scanner is so NEAT!

Apr 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

Overall: 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

Time Saver

Apr 18, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We converted four 20 pound client travel notebooks to pdfs and a tablet in minutes. It has been a document lifesaver. It is so easy to compile a 10 page client application in seconds to online document storage. We are also saving all our tax receipts in QuickBooks Online.

Awesome tool for the office

Apr 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Reads receipts easily and it is compatible with Quickbooks which fulfills the needs of the office effectively

Cons: I only purchased the mobile scanner due to space issues but would love to get the larger version later on

Overall: This tool works reat with Quickbooks and helps to effectively track all receipts and properly classify the expenses

Recommendations to other buyers: Buy it and use with Quickbooks for accuracy and efficiency and you will keep professional records easily

Great for a mobile business

Apr 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: I use it all the time to track my receipts some times dozens at a time on a daily bases. It saves me a mountain of paperwork at the end of the month

So easy it's unbelievable but it's amazin

Apr 18, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy

Cons: Not great quality scanning but works.

Overall: Nothing to it. Amazing!!
Plug it in and your pic will formulate along with you the scanning setup and download. Once it's been installed it will walk you through the features and it's as easy as that.

Does what I need it to

Apr 18, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Quick and easy scanning.

Cons: The navigation through files on my computer when scanning to the computer is not easy nor quick to move through. I would like to see something that is more user friendly. Also, there is no contacts tab so it is difficult to find where I scan all my business cards.

Overall: I have had the scanner for over a year now and I am happy with it. I do wish customer support was better and free. This machine did cost a lot of money, and when I need it, I need it. I don't like having to submit a support ticket. I want to be able to talk to a real person on the phone. I would like to see the file menu more user friendly to navigate through my computer's folders when trying to scan something to the PC. It would also be neat if I could click and drag the files to where I need them (contacts, receipts, etc) Lastly, the contact menu should be easier to find. There is no tab for it. Overall, I am happy for what I use it for, these are just suggestions for improvement.

Recommendations to other buyers: None at this time.

Neat is neat

Apr 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy and convenient

Overall: 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.

Great Support Team!

Apr 18, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This is a VERY fast machine. It puts my all-in-one scanner to shame!

Cons: The software is a little bit hard to figure out, at first.

Overall: I had an issue after moving into my new house, where my documents weren't uploading to the cloud. After a quick call to customer service, I learned that I had not set up my wireless on the scanner to match the new router that was installed.

Recommendations to other buyers: I'm having to use their legacy software while they are working out a compatibility issue, but they are comping me for service until it is resolved. Great customer service!

Great for scanning

Apr 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: The software comes hand in hand with the scanner. It is easy to use and easy to set-up. The cloud feature also helps for on the go projects.

Superb for small businesses

Apr 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: ease of use.

Cons: no cons at this time

Overall: scanner function to file organization is quick and easy. Very orderly and the reports for year end tax preparation is very easy to use.

Fantastic Product

Apr 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Quick and easy.

Cons: Costs a pretty penny.

Overall: Love this product, wouldn't be able to function without it anymore, definitely a game changer for your desktop. Saves lots of time in the day and easy to use. Pretty expensive but worth the investment.

Great software and equipment.

Apr 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very easy to use and its very good at organizing in groups.

Cons: There is small learning curve when starting out.

Overall: I use my neat receipt for my small business. The software is great but the equipment needs improvement with smaller pieces of paper and receipts.

Raina's Review

Apr 18, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Mobile App, Searchable by key word, ease of use

Cons: Would like it if you could attach files to each other.

Overall: Been great using Neat for storing resumes. The searchable nature is awesome. I've been using the mobile app as well which has been super helpful for remote.

Recommendations to other buyers: No.

Have to pay a fee now just to be able to access all of my scanned documents

Mar 04, 2017
1/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: It used to be easy to use for the most part. For my needs anyway.

Cons: It no longer scans and little support unless I pay yearly fee first (still didn't help after 10 hours). I can no longer access any of my saved documents unless I pay a yearly fee for it.

Overall: When I bought this in 2013 it was great for me. But now this year I can no longer even get to the copies of my receipts that I scanned over the years unless I paid the yearly fee just to speak to someone on the phone. They take no calls otherwise. Still can't get it to work but I do have access to my scanned documents. Unless someone knows a better way I'm going to have to go back all those years and one by one download each document onto my hard drive.

Bad Bad Bad Bad customer service

Feb 17, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Comments: Discontinued support for the legacy desktop software. So now they want a minimum of 80 bucks a year to do what should be for free. Bye Bye Neat. Your cloud isn't as good as others and your customer support sucks.

Bad choice after bad choice from struggling company

Feb 10, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: Switch to Mariner Software's Paperless which is closest alternative in functionality and features (I would say even better than Neat) It also supports all scanners, but not few like Neat. Alternatively, Fujitsu's ScanSnap Receipts may be reasonable alternative especially if you use IX100 or S1100 scanner from Fujitsu.

Have all of your receipts in the cloud.

Dec 09, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It does a great job of picking the information out on a receipt that you need for your taxes. It always amazes me as how it does that. I have not found any other program that does that.

Overall: I use to have bags of receipts for my taxes laying around but since I got neat receipt it has been so much better. When I started using it for my receipts then I started thinking of so many other ways I could use it. I use it all of the time.

No more updates or support after March 2016

Apr 06, 2016
1/5
Overall
3 / 5
Ease of Use
1 / 5
Customer Support

Comments: The company i work for invested in Neat scanners and we have used them successfully in the past to scan receipts and make expense reports. Now, they have discontinued support for their desktop software and now are requiring a subscription to their service to continue to use the hardware. I am unable to contact customer service because I am not paying a subscription fee. I Now i have a giant paperweight on my desk because the software stopped working. Do not waste your time or your company's money with this product.

Needs better and more timely support as software updates are made

Nov 10, 2015
3/5
Overall
3 / 5
Ease of Use
2 / 5
Customer Support

Comments: I have a small four person consulting firm. We have been using Neat for almost five years and find it to be more helpful that copying receipts and hand inputing the expenses to a spreadsheet, but still it is cumbersome and inaccurate to require lots of manual corrects to the amounts and the vendors. None the less we have continued to use it because we are unaware of a better system for a small firm like ours, though we are looking hard now for a replacement.
The reason we are interested in changing is that as software updates to our PC and Mac operating systems are made, Neat lags behind in updating their software that it functions properly. With the El Capitan upgrade for Mac, the Neat software crashes at the scanning of each receipt. Very frustrating and non productive. This condition has happened before as upgrades are made. Neat should be proactive and work with Microsoft and Apple so that as the upgrades become available their software work seamlessly, but to date we haven't seen this.
We have used the Neat mobile scanner, but find that after time it ceases to become functional. It is also very slow. We use ScanSnap scanners and fine them effective and fast when Neat is up and running properly.
As of today, our Neat software is unusable due to continued crash issues. We would appreciate it if Neat would fix this issue quickly and make an update available. If it is not fixed quickly we will abandon the software and move to a different product.

Neat Receipts for road travelers

Jul 25, 2009
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: We travel fulltime, and must retains all expense receipts. We are able to scan every receipt for tax purposes, create a tax report as soon as W-2 is available, and have taxes prepared in record time! No longer have to save files and boxes of receipts or important papers. Everything is scanned and available for ready access when needed by file folder or even just a key word search. Great for when proof of purchase date or amount is needed.

Photos are scanned, saved, & protected forever; even artwork by grandchildren! Faxes received through the computer are easy to view and save without ever having to print, thus no need to use paper...they can even be forwarded by email.
I also use the document feature for my drawings that needs to be emailed to people for immediate viewing, and am able to create PDF images in seconds.When a copier is not readily available, I just scan a document so it can printed out later.

I could go on and on....this is my very favorite tool (after my iPhone).

Cons: I'd like the business card scanner to be compatible with Outlook's contacts. If it's available now, I don't how to use that feature.

Overall: I can't say enough good things about NeatReceipts...I use it daily to keep organized.

Neat receipts good choice

Jul 22, 2009
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Pros: Good product easy to use. convenient for travel business individuals.

Cons: system resources

Overall: I would recommend the product to anyone.