Neat Software

Neat is a receipt and document management software designed to simplify expenses and increase spending visibility. Receipts and documents can be added directly to the software on a mobile device or scanner, then read by an OCR to extract the relevant information. No more relying on physical paperwork which can get lost or damaged!

Features

• Track receipts and add items to expense reports
• Organize files by expense type, tax category, or custom
• Data with line itemization
• Trends and insights monitoring
• Keyword search to find and filter results
• OCR software to extract data from paper documents
• Reconcile receipts and invoices
• Prep taxes and tag expenses

Neat has many add-on features as well to customize your software to fit your business needs.

Compatible Scanners

Neat software works on all TWAIN-compliant scanners, along with these certified hardware partners:

• Ambir Technology
• Brother
• Canon
• Fujitsu
• Kodak
• Panasonic
• Raven

Pricing

Neat Software has three different payment options, starting with the base plan for $200 per year. The VIP Service is an additional $50 per year and Automated Insights is an extra $150 per year. The base Neat subscription is required to get either VIP Service or Automated Insights.

All plans are billed annually and include:

• Cloud-hosted access
• Expense tracking
• Unlimited file storage
• Data capture with human verification
• File sharing and collaboration
• Search and filter tools
• Bank-level security encryption
• Access to the Neat Help Center Knowledge Base
• Unlimited email and chat support

VIP Service, for $250 per year, includes one-on-one training, a dedicated support team, and early access when new features are released. Automated Insights is $350 per year and includes can send custom invoices in addition to receiving online payments.

Neat has a 14-day free trial available and offers a full 30-day money-back guarantee. The company also has free invoice, income statement, and balance sheet templates for users. The templates can even be customized with company branding.

Security

Neat protects client data by using only compliant data centers where access is strictly controlled. These partners are certified ISO 27001 and SOC 2 Type II. Regular external audits also ensure all vendors and partners meet compliance requirements. Also, Neat uses bank-level encryption such as 256-bit Advanced Encryption Standard AES-256.

Integrations

Some top integrations offered by Neat include:

• QuickBooks
• H&R Block
• Quicken
• TurboTax
• Outlook
• Campaign Monitor
• MailChimp
• Contacts
• Constant Contact

What is Neat Software?

Neat Software is a document and receipt management solution. It makes it easy to organize files based on custom keywords or filtering capabilities. Use Neat to extract and verify data from paper documents, then cut down on physical clutter by utilizing digital storage.

How much is Neat Software?

Neat Software is $200 per year to start. Add-ons can increase the price to $250-$350 per year. A free trial is available.

What are alternatives to Neat Software?

Alternatives to Neat Software need to have some degree of document and receipt management to help control business spending. Depending on your needs, the best alternative might be a document management software or a spend management software.