# Neat Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Neat Software - reviews, pricing plans, popular comparisons to other Document Management products and more. Source: https://www.capterra.com/p/32157/Neat-Small-Business-Solutions --- # Neat Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.neat.com/&name=Neat) ## 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 (286) Value For Money 3.7 (80) Value For Money 4.2 (262) Customer Service 3.7 (79) Customer Service 4.5 (268) ## Neat alternatives [4.3 (677)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [3.9 (422)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 72% of reviewers rated it above 4 stars Highest Rated [4.6 (74)](https://www.capterra.com/p/10009476/Basil/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.4 (194)](https://www.capterra.com/p/124180/Brightpearl/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/32157/Neat-Small-Business-Solutions/alternatives/) ## 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 Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 media files, communicate, and work together Document Capture 3.8 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Scan, move or upload electronic files within the software's repository Compliance Tracking 3.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Track and report regulatory data to either internal management or external stakeholders Neat 46 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Track money owed to a company's creditors/suppliers Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Dashboard to view the status of ongoing processes, identify current incidents and track past activities Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Compare and match accounting/financial records with corresponding bank statements Create, manage, and send invoices or bills to customers Create budgets based on historical data and future projections Organize and group data or items based on various criteria Provides a channel for team members to share media files, communicate, and work together Track and report regulatory data to either internal management or external stakeholders Accept and process credit card transactions Import and export data to and from software applications Scan, move or upload electronic files within the software's repository Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Electronically collect payments for goods or services Convert data into a code for security Attaching relevant receipts or supporting documents to submit expenses for reimbursement Monitor and record expenses such as purchases or charges incurred Create, save, and store files Generate reports to assess the financial performance of an organization Search for specific words or phrases within a document or database A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Access software remotely via mobile devices Manage and handle various international currencies Ability to recognize printed or written text within digital images or scanned documents Reconcile payments with corresponding invoices or orders for accounting purposes A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Estimate or forecast of a future scenario based on the study of present trends Active reporting of data and metrics Upload, track, and submit receipts in a central database Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches At least a username and password is required to access the system Track the amount of money spent on a certain product or with a certain supplier Implementation of various strategies to manage tax obligations via planning and maintaining compliance Set up connections to third-party platforms to improve business processes Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period 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 [ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ 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/) 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 5(53) 4(23) 3(10) 2(3) 1(11) Mentioned topic Sorted by most recent MS Marcelo S. Vice President Food & Beverages ### "Unfair Business" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 July 25, 2024 I have used Neat for many years and approximately 3 years ago I upgraded my subscription to be able to use the QuickBooks connection desktop, my subscription was renewed in February 2024 and on June 15 2024, Neat removed the QuickBooks connection, so I requested to make a downgrade my subscription because I don't see the point in paying for a plan that I don't need, and they informed me that they will not refund my plan because it has been more than 30 days since my subscription was renewed, so Neat stopped providing a service in the middle of my subscription and I am forced to pay for a service that I am not receiving, this doesn't make sense, maybe this is a way for the company to make money. In the end, they want to offer me a discount on my renewal in February 2025, this is ridiculous because if I don't renew my subscription I have paid for a service I didn't receive. Pros Good invoice cloud storage and ease to use Cons removes features after you sign up for an annual subscription and does not refund money for features that are no longer provided 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. Response from Vendor August 2, 2024 Unfortunately, we learned this year that the company we work with to offer the QBD feature would no longer support or offer this tool. In May and June of this year, we proactively reached out to inform our users about the end of the QBD feature via two emails. Our team helped you set up a downgrade on your account to a cheaper plan. In February your plan will renew on this cheaper plan, but you'll still have access to all these the other wonderful Neat features until then. As such, the team added a future credit to your account for the QBD discontinuation, which would be applied when your account renews in February. We understand your concern regarding the timing of the credit. Therefore, as a gesture of goodwill, we have removed the $50 future credit and instead processed an immediate $50 refund. You will receive this refund within the next 4-9 business days. Your plan will renew at the full price of the downgraded plan in February. We thank you for being a long-time Neat customer. RW Ralph W. CEO Accounting ### "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 0/10 December 12, 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. Reasons for choosing Neat Not applicable 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. Response from Vendor January 11, 2023 Ralph, The Neat Company thanks you for providing feedback. Please know, Neat has never held data hostage. There are several ways you can export item images and item data from Neat. You can export your items to the following file types: .PDF, .CSV, .TXF, .QIF, and .QFX. See here for directions: https://support.neat.com/neatapp/export-items-from-neat You can also email items from Neat. See here: https://support.neat.com/neatapp/export-items-from-neat For additional support resources and the ability to connect with a Neat Chat Agent, visit us here: https://support.neat.com/ Thank You Neat Customer Success Team EG Elwood G. Independent Financial Adviser Financial Services ### "A key business software." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 28, 2022 I have used Neat since it started in business and rely on it. Pros I have used Neat Books since it came out and it is key to running my business. Cons I always shudder when they "upgrade" the software since I then have to learn the new way of doing things. Luckily their client support is excellent. 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. Response from Vendor March 31, 2022 Thank you for submitting a review! We are happy to hear that you are enjoying NeatBooks! We Thank You for choosing Neat! BB Brandy B. Systems Analyst/IT Project Manager Automotive ### "Neat and Efficient" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 21, 2021 Great! Wonderful for filing all business expenses and retaining copies for reference. Pros Easy to use and works great with Adobe Reader. Cons Sometimes the program locks up, but I may have an older copy of the software. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 28, 2021 Thank you for submitting a review! We greatly appreciate the feedback and are happy to hear that you are enjoying the application! WP Walter P. Exec VP International Trade and Development ### "Difficult company to deal with" 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 December 9, 2021 Loss of data. Customer support was extremely slow and we were required to deal with customer support in the Phillippines that proved to be unhelpful. Eventually, the support team gave up on the problems and we were obliged to revert back to dealing with the corporate management. The data was lost and was never recovered. Pros On the surface, the software provided most of the functions needed to run a small business. The software and hardware were relatively easy to set up. Cons The company made massive changes to their software in the past that resulted in partial and sometimes complete yearly data. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RT Ralph T. Owner Health, Wellness and Fitness ### "More than pays for itself" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 21, 2021 Excellent Pros In the age where most business is conducted through Credit Card transactions, it is vital to match charges to invoices. Often Neat has caught companies which charged us for merchandise however it never shipped. In addition, it helps filter out companies which have lousy accounting practices and try to double collect for invoices over one plus years. Just with those two scenarios alone, it more than pays for itself. Cons The Scan to Neat has to be just a tad bit user-friendly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 1, 2021 Thank you for submitting a review! We are happy to hear that you are enjoying using the Neat website! We greatly appreciate the kind words! TR Theresa-lynn R. Owner Transportation/Trucking/Railroad ### "Content " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 November 19, 2021 Really good Pros Its fairly easy to use. I like keeping documents for easy finding Cons That it doesn't mesh w simply accounting Reasons for choosing Neat It does more than accounting Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 23, 2021 Thank you for submitting a review! We appreciate the kind words and we are happy to hear that you are enjoying Neat! MR Maryann r. Owner Professional Training & Coaching ### "Crappy product" 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 0/10 November 15, 2021 Use to be my go to software. But now I feel like I paid alot of money for nothing Pros Nothing. Your old version was the best. Usd to recommed to everyone. This Neat Utility is crap Cons Much more complicated. Can't find receipts, Can't print reports Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 18, 2021 Thank you for submitting your feedback. We do apologize for any inconvenience caused while using Neat. If you are having difficulties using the Neat scanning utility, please take a look here for a simple walk through - https://support.neat.com/scanutility/neat-scan-utility-faq . Also, please provide us with your email address that is associated with Neat so we can take a deeper look at your account to better assist you. Thank you again for submitting your feedback. KD Karina D. Owner Real Estate ### "Would love to customize" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 November 15, 2021 Pros mildly easy to use - the new app taking the photo is slower than i would like - would prefer to click the photo as opposed to it taking it. Cons I wish i could edit the categories - if there is a typo it automatically saves it. I would like to be able to edit the expense categories. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 18, 2021 Thank you for submitting a review! The Neat mobile app allows you to manually capture your photos now! All you have to do is toggle one and off the Auto Capture feature. You are able to edit the categories but unfortunately, deleting them is not an option in the mobile app. We apologize for any inconvenience caused. TC Taylor C. Accountant Machinery ### "NeatBooks for Receipt Capture" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 November 15, 2021 I like the receipt capture aspect, and the fact that I can store all the receipts in different folders for each employee but I wish there were better options to sort receipts, and that the transfer over to QuickBooks desktop was smoother and had more customization. Pros Being able to take a picture of the receipt and not needing to keep a physical copy is awesome and such a time saver. Cons The transfer of receipt info over to QuickBooks Desktop is not very user friendly. There also is not a very good sorting system and there is no organization by dates. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor November 18, 2021 Thank you for submitting a review! We are happy to hear that you are enjoying Neat and are saving time. We do apologize for any inconvenience caused while sending items to QuickBooks. If you do need additional assistance with sending items over to QuickBooks, please do not hesitate to reach out to our support team! [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. 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While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)