Neat

Neat Small Business Solutions

4 / 5 59 reviews

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

59 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $99.99/year
  • Pricing Details
    Other monthly & annual price plans are available.
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
  • Support
    Online
    Business Hours

Vendor Details

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

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
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • Government
  • Nonprofits
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • 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
  • 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!


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

May 30, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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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

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

Vendor Response

by Neat on June 01, 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.

May 27, 2018
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 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.

Overall: 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.

Vendor Response

by Neat on June 01, 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.

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.

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 Scanner in the Office

Jul 12, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Was able to process 500 business cards in no time to vcards, scan receipts on daily basis, scan documents for clients all the time. This machine is so easy to use. You can change it from 2 sided scan, to a one sided, from color to b/w with just a click of a button. Scans go quickly and easily. On the off-chance one gets hung up the front opens easily and has never shredded my items. Also, love the feature we use at the end of the year to get the sales tax report. Very cool

Cons: No cons at this time.

Vendor Response

by Neat on July 16, 2018

Thank you for taking the time leave us review. We are happy to hear that the scanner has streamlined your processes

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.

Capterra-loader

Neat took a huge backward step when they did away with their desktop version

Jan 18, 2018
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money

Pros: Scanning to a database and having receipts associated with the data. When you do get to work with an actual support person, they're really helpful within the hopeless constraints of the program

Cons: Current version is unstable, functionality is hopeless, support appears designed to prevent users access. The company comes over as uber-arrogant with a desperately low level of expertise in their programming department who can't keep up with operating system upgrades

Vendor Response

by Neat on January 30, 2018

Hi Thom,

Thank you for the feedback. While we do admit the most recent version of Neat would be best with feature parity - we are currently working on some product improvements we expect our customers will enjoy.

If you ever need assistance, please reach out to support@neat.com and we will contact you right back. Again, we appreciate letting us know how you experience has been thus far.

A hassle to use

Jun 06, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The scanning quality is great. It rarely gets paper jams. Being able to rearrange my scans after scanning is complete is a really nice feature.

Cons: Needs constant updates, Having to log in after a 5 minute timeout, when I need to constantly scan all day is a real pain.

Overall: It takes very clean scans of Documents, receipts, and ID cards and keeps them neatly organized. I really like being able to rearrange the order of my scans before saving.

Vendor Response

by Neat on June 08, 2018

Hi Sarah,

Thank you for your review. We are working on changes to allow users to streamline their workflow. Stay tuned!

I like Neat Receipts -their customer service needs improvement. Very hard to get them on the phone.

Jul 19, 2018
5/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I can scan receipts easily. I can find a receipt when I need it. I record expenses easily. It gets rid of having paper receipts all around.

Cons: Their customer service needs improvement. They are not easily available to help with technical support. I pay per month for cloud service and sometimes I need help

Overall: I love the fact that i don't have any paper receipts all over my office.

Vendor Response

by Neat on July 23, 2018

We are sorry to hear that you had difficulties in reaching our technical support department. Our Tech support department is available M-F 9am . - 8pm eastern time. Please note that our automated system will attempt to look you up by telephone number first, so to make it easier to reach technical support please make sure you provide the telephone number that you registered with. We also offer support via email and chat.

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

I use it to track all my expenses for my business

Mar 27, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I love how I can directly scan my receipts into Quicken Home and Business. I love that it is so easy to use and that I can choose a plan that fits my needs/budget

Cons: No real cons. Neat has really thought this software through. I loved it more when it was free, but I do understand why fees were added to their service. I still love it!

Vendor Response

by Neat on March 29, 2018

Hi Amy,

We appreciate your candid review and how useful you are finding Neat.

About 2 years ago Neat moved out of the bundled scanner software realm to focus on our cloud-powered services (which due require a subscription).

Customers can continue using our retired products for as long as they wish without purchasing a subscription.

The ability to rename columns and split/divide receipt amounts in EXCEL format is not supported now.

Jun 08, 2018
5/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: Permanent data base without having to save paper receipts. Easy to use an smart phones.

Vendor Response

by Neat on June 18, 2018

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!

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.

easy & good for home use

Apr 04, 2018
3/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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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.

Vendor Response

by Neat on May 08, 2018

Thank you for the feedback. Customer care is always available to assist via email, chat and phone. We also host a variety of online support articles to also answer Neat related questions.

Visit the following link to find out more: https://support.neat.com/

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.

EASY WAY TO MANAGE ALL DOCS

Jan 19, 2018
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: Can create different folders for everything. Quickly scan and upload. just as quickly transfer to Quickbooks for fast and easy accounting.

Cons: Would be tough to come up with a Con. About the only thing I can think of would be the slight learning curve on using it. But once you learn, it's easy

Overall: Fast and easy accounting, Quick access to customer records

Vendor Response

by Neat on January 30, 2018

Thank you for the feedback, Paul. We welcome your thoughts and insights on getting the most out of Neat.

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.

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

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

Love it

Feb 24, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: Better search capability. Paperless file storage.

Vendor Response

by Neat on March 05, 2018

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!

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

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 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.

Scanning made easy

Apr 05, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Value for Money

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

by Neat on May 08, 2018

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.

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

Works well, but you cannot change the user

Jun 27, 2018
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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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.

Vendor Response

by Neat on June 29, 2018

Thanks for the feedback! We understand the need to change the email, while this can be done, it would require the assistance of our technical support department as the sync is associated with your email address. If you are able to provide us with additional information regarding your recent interaction with one of our agents such as case number, or the incorrect email address we can have an agent reach out to provide assistance

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.

As the name says, "Neat" is just that.

Jun 25, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I bought a Neat scanner on a black Friday sale and figured I would give it a try. After setting it up, it became addicting as I scanned in receipts for our small business. It really does a great job organizing and storing receipts on your computer as well as the cloud. It even goes as far as categorizing scans based on type making it easier to access if needed as well as transfer data to QuickBooks.

Cons: As with any scanner, sometimes numbers are misread for various reasons. I would highly suggest proof reading scans for errors if using for accounting purposes.

Vendor Response

by Neat on June 27, 2018

Thank you for taking the time to leave us a review. We are happy to hear that we are able to assist you in your digital filing and automation needs. Please feel free to reach out to our technical support department if you have any questions

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.

Not all that useful

Apr 28, 2018
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: This software helps reduce paper use (receipt scanning function) and reduce negative impact on environment.

Cons: The software struggles to recognize information from receipts, so you end up entering the information manually.

Vendor Response

by Neat on May 08, 2018

Hi Jay, we thank you for the feedback. In case you weren't aware, you can also request digital receipts and import those into Neat! You would be helping the environment twice as much! If you are interested in any other Neat tips, be sure to check out our help center:

https://support.neat.com/

slow but steady wins the race

Aug 21, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: still saves time overall!

Vendor Response

by Neat on August 27, 2018

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!

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

I think Neat is overrated.

Mar 14, 2018
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: The scanners scan very fast and the text recognition software is a novel idea. It also makes very fast PSF's

Cons: I think the software is way too expensive, and the text recognition is hit and miss enough that you still need to go through and verify that things have been converted correctly.

Overall: It can be helpful in organizing credit card receipts.

Vendor Response

by Neat on March 15, 2018

Thank you for commenting, Jonathan. Neat's development and support teams are constantly working to improve our products and services, and we depend on feedback such as yours to help propel us forward. Please get in touch with us if you ever need any assistance.

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!

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.

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!!!

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.

Capterra-loader

Just okay scanning software!

Apr 21, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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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

by Neat on May 08, 2018

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.

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.

Horrible!

May 24, 2018
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: The fact I no longer have it. It offers an opportunity for someone to buy it and start over with the idea and do it right. Not for Mac users. See next.

Cons: It does not work on my MacBook Pro with High Sierra 10.13.4. It stays hopelessly behind despite 1 year between upgrades. The support people speak nicely to you, but get ready for many fails and long wait times. Over 2 days they could not get it to work.

The idea is a good one. Perhaps someone will either buy this company, fire all the developers, or do their own similar program.

Personally I consider it the worst purchase I ever made.

Overall: None

Vendor Response

by Neat on June 01, 2018

Hi Michael, we are sorry to hear about your disappointment with Neat. We see you are referring to our legacy desktop software that was retired over two years ago. Some background, the Neat legacy software was not tested on High Sierra because it was retired before High Sierra was released by Apple.

Additionally, if you wish to continue to use the Neat legacy desktop software you may do so and use the Mac Image Capture Utility to scan items with your Neat scanner.

If you would like us to reach out to assist you, we can certainly do so.

Take care!

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.

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.

Neat small business solutions allows me to use their Neat Receipts for business/personal use! Great

Apr 04, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality

Pros: What I like about Neat is their software neat receipts! Neat receipts allow me to scan all the receipts I have throughout the years and keep track of preceding years as well it's awesome and easy to use.

Cons: I'm not sure what else needs my business solution offers but I know the one thing that I use is pretty good. No cons

Vendor Response

by Neat on May 08, 2018

Thanks for the review. We are always here to assist with all your Neat questions if you ever need some help

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.

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

Great product

Apr 27, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This is a great product to get your self-organized and figure out your own management system. I feel it has helped greatly.

Advice to others

Overall: This is a great product to fet your self organized and figure out your down mamagment suystem. I feel it has helped greatly.

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.

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.

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.

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.

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.

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

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.

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.

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 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.

Capterra-loader

Just okay scanning softwared

Dec 26, 2017
3/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: The ability to assign categories to each scan is good. The ability to organize and share items is also a benefit.

Cons: Unable to combine files into one PDF. Unable to easily export the PDF's to usable items. Way to much data entry for a software that is supposed to scan in the data and read it and then assign. Not intuitive enough. The customer support is really lacking and the online knowledge base is almost non existant.

Overall: sanned in a lot of files, but couldn't use them as expected once in the neat system.

Neat

Aug 09, 2018
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: This is one of the simplest ways to enter data for accounting and tax purposes.

Cons: They changed the application for my phone and I am not as happy with it.

Vendor Response

by Neat on August 13, 2018

Gray, thank you taking the time to leave a review of your experience with Neat Products. We apologize for the inconvenience of the Mobile Application, but this is the first change to improve the feature set on the mobile device that will be happing very soon to make it more user friendly