# Page 2 | Neat Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Neat the right Document Management solution for you? Explore 100 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/32157/Neat-Small-Business-Solutions/reviews --- Neat 4 (100) [View alternatives](https://www.capterra.com/p/32157/Neat-Small-Business-Solutions/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Neat ## Showing most helpful reviews Showing 26-50 of 100 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MS Marcelo S. Vice President Food & Beverages Used the software for: 2+ years ### "Unfair Business" July 25, 2024 3.0 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 Response from Neat 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. Chris K. Founder Design Used the software for: 2+ years ### "Was great until then went to Cloud Only Option and Subscription Plans" February 15, 2021 3.0 I was a long time user of Neat for awhile. I bought the neat Desk Scanner for both my home and work office and used their software and eventually their cloud for several years. I liked the legacy software. It was easy to use, you could easily export entire folders, combine receipts/etc. When they switched to Cloud only things became incredibly frustrating. Yes, the legacy software could still be used if you had it - but they wouldn't update it. I found using the Cloud platform incredibly limiting. Logging and upload receipts took extra steps and a lot longer. I wasn't able to easily combine receipts anymore. No way to bulk export receipts/folders. Even thoguh they claimed that their cloud software had all the features of the legacy software it didn't...and after a couple years of using it, it still didn't. Meanwhile, the prices kept hiking up, so I looked for another solution. Eventually, I switched to FileCenter DMS (I have been very happy with it), but to get everything off of Neat, I had to sync from the legacy software then export from there as the Cloud software could only export one file/receipt at a time (this, in my mind equates to holding your info hostage when they advertise plans for 1,000's of documents and it took awhile going back and forth with support for them to finally tell me how I can export more than one file at a time using their legacy software \[obviously they don't want people to know this so it keeps them with their software\]). Pros It was a great way to add in receipts, keep track of them and generate reports for taxes. Cons Really only valuable for receipts and contacts. Documents you can store, but they were as PDFs only - you can't store editable documents in it. Review Source Response from Neat February 16, 2021 Thank you for submitting review. We greatly apologize for any inconvenience caused after the retirement of the Legacy software. We are glad that you were able to export your files and all issues were resolved with migrating your information. We are sad to see you go and hope that you come back to experience and all of our new features that we currently have and enjoy the fantastic features that are coming in the future. MM Michael M. Owner Farming Used the software for: 2+ years ### "A good idea when it started, but they lost their way..." February 6, 2020 3.0 What part of Data hostage should I describe? The reports are bad, but after my legacy crashed, I tried to access my old records and they are unavailable unless I pay for a subscription. The cloud is slow for me, no solution for that, NEAT doesn't care or help. I am actively seeking a better solution, or maybe just a different solution, one that is not just marketing to large cash flows and big margins. My overall experience with the cloud based solution is that for rural areas without high speed internet it is unsatisfactory. Discounting the slow rural as my issue, I was also not impressed with the reporting module. And as a final word, if you need to rely on the images of your scans in an audit, good luck. When I tried to print them the resolution was so bad as to be totally illegible. No IRS auditor will accept them as a valid record unless you are willing to turn your computer over to the IRS so he can see the original scans. Pros I like the compact scanner hardware, double sided scanning with no extra effort, ability to scan to a PDF or print a scanned PDF to NEAT. I like the ability to scan colored receipts that might not be legible in a grayscale or B/W scan. The scanner is fast, and the initialize button on the scanner itself is pretty handy when scanning a large pile of receipts. The OCR component is fairly accurate, I would say the Legacy OCR is about equivalent in accuracy to the cloud based premium version of 99%. I like that the software reminds you to backup at set intervals (obviously not an issue on the cloud system). Cons Neat lost their way as a cloud based service. They say safe, I say Expensive. Once you are on their cloud, if you don't pay you lose your records until you do, & they are expensive. I tried the cloud system, but b/c my internet is rural (slow), the throughput was abysmal. I tried a compromise solut'n, NEAT legacy synced to the cloud service. I did this because legacy was written so poorly that it would utilize all of the memory on a large report & then crash. Support tried many times to ascertain the reason for the crashes. They blamed the computer, OS, & the user, never NEAT, & never found a solution. Reinstalled a dozen times, tried three computers w/ 4 versions of Win (Vista, 7, 8 and 10) & 32 Bit & 64 Bit ver of 8 & 10. My thinking was that I could scan & process on legacy & Sync with the cloud for reporting. Wrong...the cloud service had even less flexibility than the half formed legacy software w/ regards to reports. Legacy was rudimentary, the cloud service was worse. Consequently, I dropped the cloud service & muddled along with Legacy for another few years, guess I will again, but I dislike it & the cloud is worse. After Win 10 fall update, legacy fails to init. On a whim I tried to access my old data, surprise, must subscribe. Data hostage. Imagine that! Final note, the scanned images can not be resurrected with a printer due to poor Resolution. I have nothing good to say about NEAT, the few stars I gave are for legacy, not cloud. BUYER BEWARE! Alternatives considered [Neat](https://www.capterra.com/p/32157/Neat-Small-Business-Solutions/)[Expensify](https://www.capterra.com/p/97594/Expensify/)[Shoeboxed](https://www.capterra.com/p/222840/Shoeboxed/) Reason for choosing Neat When I first started with NEAT it had no competition. Now I am looking at other systems and finding them to also have their issues. My selection will eventually come down to the one that disappoints me the least. Review Source Response from Neat February 11, 2020 Thank you for submitting a review! We deeply apologize for any inconvenience or miscommunication that was caused. The legacy software that you are referring to has been retired for years now and has not had any updates for quite some time. Neat aslo does not hold any data hostage. All of your data can be stored directly onto your computer. If you do require any additional assistance, please take a look at our retired products community here - https://support.neat.com/retired BF Barry F. doctor Hospital & Health Care Used the software for: 2+ years ### "when you no longer need it they extort you to pay to keep access to your receipts and documents" August 28, 2020 5.0 Worked fine but have to pay for service I don't need to keep data Pros Easy to use, fast, quick accurate. Could scan receipts as I get them, and toss the paper Cons I have used NEAT since it was Neat Receipts. The idea is to scan documents and receipts, or photograph them, so you can be paperless. It worked fine, and I have thousands of receipts stored. Except…….now comes “Extortion” from the company. After Covid and retirement, I no longer need their services. So, I wanted to end my monthly subscription. However, unless I continue paying, I don’t have access to the receipts and documents I have scanned. So, if I get an IRS audit, or need other documentation that has been scanned, I can’t access them unless I continue to subscribe to their service. So even if I don’t need their services anymore, I have to pay for them. They offered me the option of downloading each receipt one at a time. Thousands of receipts. Not reasonable. And they cannot be downloaded in a batch. I’ve been a client of theirs for many years, possibly over a decade or more, I purchased 3 scanners from them (no longer usable due to updates, which happens as technology progresses), but now I’m being extorted out of money for perhaps 7 years (based upon IRS rules for keeping receipts). It is an outrage, and might I suggest that while you might feel your data is safely stored, you can’t have it once you don’t need their services anymore. I contacted an attorney to find out if they are required by law to give me access to my data. Thanks for listening to my warning. Reason for choosing Neat ease of use Review Source Response from Neat September 14, 2020 Thank you for submitting a review! As stated, when you no longer pay for your subscription, you do not have access to the software. We do apologize that bulk downloading is not a feature that is currently available. Please follow the steps within this article to access any PDFs of your receipts that are store onto your computer - https://support.neat.com/smartorganizationsystem/access-local-pdfs-of-all-neat-cloud-images-offline When signing up for a Neat subscription, you agreed to the terms and conditions which state that if you cancel your subscription with the Neat company, access to the software will be denied. We apologize for any confusion caused. DMK Dr Marshall K. Foundation President & Mayor (Emeritus) Used the software for: 1-2 years ### "In converting to the new software from the legacy version I lost all my scans from 2012 to 2016" May 30, 2018 4.0 I receive organized storage & recall of important documents of my enterprises for legal, accounting, privacy, and other business issues. Pros I like the ability to scan & organize my documents & papers. Parsing & saving to the cloud add to its value. Welcome extras include scan to computer, scan to email, email a scan, and scan to Neat Solutions software. The search feature is a plus as well. I like the ability to zoom in & out on docs, rotate docs & print them. Cons 1) incessant logins required & quite maddening! The software times out way too quickly and requires another log-on to get back where I left off. 2) Unlike your early version I can not double click (or use any command at all) to instantly enlarge the document to full size in order to read the microscopic size characters and numbers on the scanned item therein! 3) I must repeat the entry of repetitive titles of accounts, etc. You eliminated the auto-fill feature that was soo handy! 4) I absolutely HATE the inability to add a scanned supplemental document (scan) to a previous scan that has already been saved!!! YES. We can add more pages to a scan before the batch is saved. Big Deal! 5) It takes forever for a 3 or more page scan to process. If I have multiple scans I go on to do other work between them until "processing" is done. However since I have notes, titles, dates, and categories to type in, I hate to have my train of thought & work flow flubbed up! Any wait for processing to finish invariable results in the need to sign in again....and there's no ability to save the password associated with the log on....the way I can for all my banks & investments. Today we have many ways to quickly & safely enter passwords, so how about it? The preceding was my top 5 intense dissatisfactions relative to the software. Tsk-tsk! You didn't ask about customer support.Dr Review Source Response from Neat June 1, 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. DK David K. UX Designer Design Used the software for: 2+ years ### "Neat used to be cutting-edge, but it's become very mediocre in recent years" May 8, 2019 1.0 After wasting way too much time over several years to get their system to work properly, I finally realized that I'd been giving into a sunk cost fallacy. After dozens of additional crashes during the 2019 tax season, I had finally had enough and cancelled my account. As a parting shot to customers leaving their platform, they also don't refund prepaid subscriptions after 30 days, so beware signing a long-term contract if you're testing it out! Pros I used their products for about 10 years and recommended many users to them over the years. Their scanners and OCR scanning abilities used to be top-notch. Cons Their quality and support has continued to degrade over the last several years, as they've moved to a paid SaaS product from a hardware-focused company and stopped producing their NeatDesk scanners. Since then, the relational database functionality the system used to provide has been largely removed and the accuracy of their OCR scanning has somehow gotten progressively worse over the years. In fact, their Mac app has occasionally been unusable for months at a time and the Web app doesn't allow you to sort tables with more than 200 records! The reporting functionality often breaks (it took dozens of attempts to get a series of partial exports when I stopped using the platform). Review Source Response from Neat May 9, 2019 Thank you for submitting a review! We appreciate the feedback that you have provided. It seems that you are speaking of our Legacy software that has been retired for quite a few years now. We do apologize that you have not enjoyed the current product but we are gearing up for the release of a new product that will have many new features and features that are similar to the Legacy version as well. Additionally, when signing up for a subscription the terms and conditions state the refund policy which is why you were not granted refund after 30 days. We appreciate you being a long term customer and hope to see you back with Neat! EG Elwood G. Independent Financial Advisor Financial Services Used the software for: 2+ years ### "A key business software." March 28, 2022 5.0 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 Response from Neat 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! WP Walter P. Exec VP International Trade and Development Used the software for: 2+ years ### "Difficult company to deal with" December 9, 2021 1.0 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 Michelle F. Office Manager Individual & Family Services Used the software for: 6-12 months ### "Very underwhelming" September 19, 2018 2.0 Pros The concept - the ability to scan in your receipts and have them all stored together and categorized neatly was very appealing. Cons The actual functionality. Setting up the neat scanner was a nightmare. I kept getting errors and couldn't get logged in to my account. Once I did get it set up, my scanner only worked part of the time. I also found their online categorization and storage to be overall lacking in being user friendly. Review Source Response from Neat November 2, 2018 Hi Michelle, We're sorry to hear you had trouble setting up your scanner as well as finding the system to be less user friendly. We'd be happy to assist in both resolving any technical issues with the scanner as well as help you get more familiar with using Neat. You can reach our support team for technical assistance by calling 888-898-3253 https://support.neat.com/support/contact-support/ In addition to FAQs and how-to articles at https://support.neat.com/ we also have a weekly webinar that may help in using Neat more efficiently and staying organized as it is designed to do. Webinars are held every Thursday @ 1PM EST. You can sign up here to join an upcoming webinar. If you¿re not able to join a live webinar you can schedule for a different week or view a previous webinar as they become available here. For more details see our webinar FAQ: https://www.neat.com/?post\_type=helpcenter&p=29915&preview=true Ginger S. Operations Manager/Bookkeeper Real Estate Used the software for: 2+ years ### "Great if they allowed software not in the cloud" October 16, 2018 5.0 Pros The scanner software is great and the documents scan well Cons They no longer support a software and want you to store all your scanned documents in the cloud. We only store on our firewall protected server. I'm not paying for document storage so we will use the old software until it will no longer work. Review Source Response from Neat November 2, 2018 Hi Ginger, Thanks for your review. While we no longer provide updates for the retired software, you are certainly free to continue using it on your computer. We do want to let you know that we provide bank level encryption security for our cloud service and have focused on the cloud because it allows us to provide unlimited storage at no extra cost, access from any web browser to view and share your information, and you can scan from virtually anywhere to the cloud via the Neat mobile app included free with subscriptions to Neat's cloud service. We'll be here whenever you are ready to try Neat's cloud service. FR Frederick R. Vice President Restaurants Used the software for: 2+ years ### "The Neat software and scanner, an outstanding asset to both our business and personal use." May 27, 2018 5.0 It gives me peace of mind and a sense of security. It has inspired me to be an overall more organized person in both my business and in my personal life. Pros I like the fact that it has significantly lessened my load of keeping excess paperwork. It has given me a great sense of contentment and security. All warranties, records, receipts, important documents or even articles, I have easy access to them anytime, anywhere. In business, it is imperative to always keep records, whether it would be for the government, financial statements, contracts, income receipts and employees. This program basically gives me peace of mind and lessens any stress or worry. If organization is essential to you then the Neat program is the answer. Cons Basically, if you scan a document and later on you want to add on another page to that document and scan it separately you are not able to combine it with the first scanned document. You have to delete the original document and then scan both together as a multipage document. Review Source Response from Neat June 1, 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. MR Maryann R. Owner Professional Training & Coaching Used the software for: 2+ years ### "Crappy product" November 15, 2021 1.0 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 Response from Neat 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. Yvonne G. Computer Consultant Information Technology and Services Used the software for: 2+ years ### "I like Neat Receipts -their customer service needs improvement. Very hard to get them on the phone." July 19, 2018 5.0 I love the fact that i don't have any paper receipts all over my office. 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 Review Source Response from Neat 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. EK Emily K. Office Manager Entertainment Used the software for: 2+ years ### "Recycle your documents and keep an archive on your computer!" July 20, 2019 5.0 It's solved storage space problems with various documents. We keep copies of agreements, employee paperwork, checks, and etc. We used to have huge file cabinet drawers full of various paperwork, however, once we got this software and scanner, we were able to recycle all the documents and organize everything in our computer system in the office. We have cleared up so much storage space using this software alone. This also is more reliable as well, as we are able to look up anything we need and need not worry about losing anything important. It's been helpful to us if we have to look up something for our clients instead of having to sift through papers. It's made customer service a whole lot easier. The organization is simple with this software as well. You can have it stored on your computer and use whatever method of organization you like. If you don't have this, I recommend it. Pros I love the fact that it can scan double-sided documents without any more effort than single-sided documents. The fact you can scan a variety of sizes from checks, regular paper, to business cards is amazing. It doesn't take much desk space, which is a major plus. It's been helping keep our office organized and help save the planet so that we don't have to keep drawers full of papers, we can scan, recycle, and move on. Cons There's nothing I don't like about it. Like all other pieces of technology, you may have errors, but those are easy to fix with a re-scan or a simple reboot. Review Source Response from Neat July 29, 2019 Thank you so much for writing a review! We are glad to hear that you have been staying Neat with us! Keeping you rganized is our goal. Thank you again! Maria F. sales Insurance Used the software for: 2+ years ### "BEST product ever!" December 14, 2018 5.0 I have a small business and every receipt and document that is important I know I can save on my desktop and have it there to be emailed to my accountant or anyone. I have stored everything I've need for the past 2 years since becoming self employed Pros what I love the most about the neat is that I'm able to save the document right to my desktop and email right away. Cons I can't really say I have anything negative about the neat.. I love how fast and simple it is. Review Source Response from Neat December 26, 2018 Maria, Thank you for writing an awesome review. We really appreciate the support and the fact that you have chosen The Neat Company to keep you organized while running your business! If you ever need any assistance with the software, please do not hesitate to ask. JB Julie B. Owner Professional Training & Coaching Used the software for: 2+ years ### "Good for personal or small-business needs" October 9, 2019 4.0 For the price of a scanner, Neat has provided me with a good solution for simple archiving for many years. Neat stores documents as searchable PDFs, which is its best feature, and overall, Neat suits my needs. However, if I had to use Neat often or intensively, I'd want a more sophisticated program. Its search function has no advanced features and can be downright puzzling. Searches sometimes return lists of results with no obvious relationship to the keyword searched. I think this means "nothing found." Also, Neat cannot send documents directly to a printer or email program. It requires the user to Export and Save before documents become available for action. Nevertheless, since I can usually find what I'm looking for and rarely need to print documents, Neat is a good, economical solution for me. Pros I like being able to print email and online documents directly to Neat, which stores them as searchable PDF documents. Cons I dislike two things. 1) The search function is bad and hasn't been upgraded in all the years I've used Neat; and 2) In order to print a stored document, I have to jump through hoops. Review Source Response from Neat October 10, 2019 Thank you for submitting a review! We appreciate the feedback that you have provided. It sounds like you are utilizing our legacy desktop software that has now been retired for quite some time. With the cloud based software that the company has evolved to, a lot of features and functionalities have improved. We are happy that you have been able to utilize the product to your liking and we appreciate you for choosing Neat! Thom D. Founder Used the software for: 2+ years ### "Neat took a huge backward step when they did away with their desktop version" January 18, 2018 1.0 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 Review Source Response from Neat 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. KD Karina D. Owner Real Estate Used the software for: 2+ years ### "Would love to customize" November 15, 2021 4.0 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 Response from Neat 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. RT Ralph T. Owner Health, Wellness and Fitness Used the software for: 2+ years ### "More than pays for itself" November 21, 2021 5.0 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 Response from Neat 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! PB Patrick B. owner Photography Used the software for: 2+ years ### "So glad I bought the bigger scanner." December 30, 2019 3.0 Neat is a very important software for my photo studio. I can discard virtually all of my receipts now - the IRS recognizes Neat records as sufficient. I can easily find and review previous orders for comparison or reference. Although most supplier websites are getting very good about providing access to previous orders, etc., I still use Neat regularly rather than opening the web browser and finding the supplier. Pros Neat allows me to easily scan all of my receipts and offers sorting options. The product also lets me scan customers' hand printed order forms allowing me to return the forms with the photos or discard - but I still have all of the important contact information Cons My biggest complaint is speed when loading and searching. Also, the home page could be better organized or even customizable. Review Source Response from Neat January 6, 2020 Thank you for submitting a review! We are happy to hear that you are enjoying all that Neat has to offer. From your review, it seems that you are using the Legacy software which is now retired and will no longer have any updates. We do suggest moving to the cloud based software as it does solve any issues that you could be experiencing with the desktop software. Thank you so much for staying Neat with us! AG Amy G. Doctor Health, Wellness and Fitness Used the software for: 2+ years ### "Great with some bugs" December 2, 2018 4.0 Pros I like that we have a scanner... and when it works it works well. It integrated with Box which allows me to upload files into my EHR from my computer or my iPad which is nice. Cons The scanner works 70% of the time. The other 30% we have to shut it off then turn it back on. It’s irritating. Customer service hasn’t been much help. Review Source Response from Neat December 3, 2018 Amy, We appreciate the time you have taken to write a review! We apologize for the difficulties you have experienced with your scanner. When you do come across any issues using your scanner device, please reach out to out help center here - https://support.neat.com/ We are glad to hear that you have enjoyed using the products for the amount of time that you have! Thank you for choosing Neat! LL Linda L. Funeral Conciergwe Hospital & Health Care Used the software for: 2+ years ### "Neat Expense Tracking is a Plus" October 1, 2018 5.0 Once I understood how to use the software to improve my business and skills the overall experience was beneficial. Thus productivity increased and became a part of the operative agenda. Pros What I like most about NEAT is that is assists you in reducing the amount of paper accumulated for business expense tracking. It is an easy way for small business owners to vamp into using technology to organize expenses, files and anything that needs to be archived. Cons What I like least about the software is that I found the instructions hard to understand. As a product producer you have to be mindful that most business owners who use the software may have no other technology except a point of sale system. When you assume that the customer knows then you setting the customer up to be intimated and lose interest. Review Source Response from Neat October 3, 2018 Linda, thank you for your very valuable feedback. We are sorry to hear that there was difficulty in understanding the product when you first began. We welcome any additional feedback you may have in how to improve a customers onboarding experience HF Hannah F. Executive Assistant Consumer Goods Used the software for: 1-2 years ### "Neat Small Business Solutions" November 8, 2019 5.0 Pros Neat is an amazing product, our business is growing rapidly and Neat has helped us with filing our receipts and documents with ease. Cons Neat's app on the iPhone is very slow and sometimes freezes or quits on me when I am right in the middle of something. If I could change one thing it would be the app. Review Source Response from Neat November 11, 2019 Thank you for submitting a review! We greatly appreciate the kind words. It is awesome to hear that your business is growing and Neat has been apart of the journey! We do apologize that the application may cause difficulties while using. We suggest that you make sure you are using the current version of the app. Our developers have released updated versions of the application that should fix the issues you are experiencing. Thank you for choosing Neat! SP Shimon P. Computer Software Used the software for: Less than 6 months ### "Bad choice after bad choice from struggling company" February 10, 2017 4.0 The latest version of the desktop software from Neat (5.7) is not longer supported, so it's on the death row. Instead, it was replaced by much less potent cloud version. While I believe some may find cloud solution appealing, many small shops don't want to hear about cloud and were happy with desktop version. It allowed to categorize receipts, export into numerous software choices (excel is one of the most popular one, but quicken and quickbooks are there too) Now, that desktop version is no longer supported/developed, they left many customers in shocking state looking around for alternatives, like Fujitsu's SnapScan Receipts and Mariner Software's Paperless (both are excellent alternatives, by the way) It's a shame the company follows some internal misguidance instead of listening to the customers, but I guess this is how software business works these days. Everybody wants buzzword cloud. Pros \- Allows to categorize receipts and provide instant summary (e.g. Meals Receipts) of the amounts for the accountant. - Distinguishes between documents, receipts and business cards - Easy to use - Stores everything in local database, which is easy to backup/restore (did it few times flawlessly) - Naturally supports NeatReceipts scanner Cons \- Abandoned to much worse cloud solution - Will stop working sooner or later - Not supported any longer - No new features are developed (e.g. templates for various business categories) - Lack of support whatsoever in general - Not many variety of scanners is supported. Very picky in their choice. Review Source Hersh G. Owner Entertainment Used the software for: Less than 6 months ### "Best serive EVER!" November 15, 2019 5.0 Running a bank account with a bank that is actually there for you and is extremely proactive. Pros I have never ever come across such a flawless experience. Their clean webpage, the efficiency of opening a bank account, the security entailed in it, the professionalism of their compliance, and most of all their exceptional service. You can reply to generic emails they send you, you can contact them on the webpage with any question and they will be there for you. They will get back to you with links and solutions etc. Again, their service is amazing and I am sure anyone will be extremely satisfied working with them. they have a deal with stripe where new startups don't pay stripe fees. Cons I haven't explored thier integrations yet. Once I do I will update. Reason for choosing Neat clean, easy to operate. Review Source Response from Neat November 18, 2019 Thank you for submitting a review! We are very happy to hear that you are enjoying Neat! Awesome to know you are utilizing our features and are enjoying the Neat experience! 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