NeatCloud’s Mobile App Makes Managing Finances a Breeze

July 24th, 2013

Now more than ever before, people rely on their smartphones to do everything from scheduling dinner reservations, to getting driving directions, and responding to email. Here at Neat, we knew it was crucial to provide a comprehensive tool that allowed people to manage their important information from the devices that constantly grace their pockets and purses.

With NeatCloud’s mobile app users can capture, access, and organize information, create expense reports, and share important information at any time, from anywhere. Below we’ve included just a few examples of how you can better manage your financial information with NeatCloud’s mobile app.

Capture Financial Information Accurately

Scan receipts and invoices on-the-go using your iOS or Android mobile device and let Neat’s OCR and parsing technology do the rest. Key information such as date, total, tax and more are automatically extracted and placed into the correct data field. When coupled with NeatVerify, our mobile data verification service, you can ensure 100% accuracy for all mobile scans of receipts, even if they are faded or include handwritten totals.

Instantly Create Expense Reports

No more digging through wallets, purses, and pockets to find receipts to tally up your expenses. Create comprehensive, professional expense reports in an instant by selecting individual receipts or a folder of financial files on your mobile device. All expense reports include a summary of all expenses, a breakdown of each expense by vendor, date, and category, as well as an image of each receipt, bill, or invoice.

Prep for Tax Season

Relieve the stress associated with prepping for tax season by staying on top of your deductions all year long. When scanning receipts, bills, or invoices you can easily assign deduction categories (medical/dental, travel, etc.) and then create folders to keep track of information by year. Additionally you can share important tax information and expense reports directly with your accountant via email. The accountant or shared user then has the ability to comment back and forth on the information to make sure taxes are filed properly.

If you’re interested in learning more ways that you can take advantage of NeatCloud’s mobile app, check out our latest video here.


Until next time…keep it Neat!



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NeatCloud – Going Beyond Back-up to Offer Users Time-Saving Capabilities

July 17th, 2013

Our popular Digital Filing System solutions NeatDesk and NeatReceipts have helped many people organize and simplify their lives over the past ten years. The addition of NeatCloud and our mobile app last year provided users with the ability to take advantage of time-saving capabilities including capturing, accessing, organizing, activating and sharing information from anywhere at any time.

To make sure you’re up-to-date on all of the cool capabilities that NeatCloud and the newly updated mobile app offer, we’ve included a list below of ways Neat can help you simplify your life with ease:

  • Capture receipts, business cards, and documents using the mobile app on your iOS or Android mobile device – data fields can be revised and notes added to any piece of information.
  • Back-up and synchronize information stored in your Digital Filing System across all of your devices to make it easy to access, organize and share information no matter your location.
  • Sort, filter, and find items in your Digital Filing System based on date, keyword or item type. You can also add, edit and move folders to make it simple to quickly locate and access your information.
  • Reduce inbox clutter by sending important emails or e-receipts to your personal @neatcloud email address.
  • Find items saved in third-party cloud services like Evernote, Google Drive, and Dropbox with the Expanded Search function of NeatCloud. Now you can access everything you need directly from Neat’s single interface.
  • Collaborate on any item saved in your Digital Filing System from NeatCloud or the mobile app by exchanging comments back and forth on specific items with anyone.
  • Create detailed expense reports on-the-go utilizing receipts captured on a mobile device or stored in your Digital Filing System. Neat’s OCR and parsing technology combined with NeatVerify, a mobile data verification service, ensures 100% accuracy in capturing important information for expense reporting.

Interested in trying a complimentary 30 day trial of NeatCloud and the mobile app? Just visit to sign-up, the mobile app can then be download by searching for “Neat” in the Apple App Store or the Google Play Store.


Until next time . . . keep it Neat!



Getting Started Going Paperless

July 16th, 2013

Do you dream about being paper-free or at the very least, paper-less? If so, a member of our Neat Fleet and a productivity strategist and professional organizer, Joshua Zerkel, has some great tips to help you achieve what seems just out of reach.

Until Next Time…Keep it Neat!



By Joshua Zerkel, Neat Fleeter

It’s a refrain I’ve heard time and again: “I’ve tried to go paperless, but then I got overwhelmed and stopped.” Or even worse – “I want to go paperless but don’t know where to begin.” After working with clients over the years to help them start on the paperless path, I’ve seen what works – and what doesn’t. Here are a few ways to get started on the right foot:


Set goals and expectations. Paperless is a relative term. For one person, it may mean that all the documents in their filing cabinet are gone and have been replaced with digital versions. For another, it may mean that all their bank statements are no longer coming in the mail. What does going paperless mean for you at home or at work? Definitely think this through, as it will help you set some parameters for the scope of your paperless project. Decide what will and won’t be scanned, and why. Determine where your scanned docs will be stored, and what will happen to the original paper once it’s been scanned (will it be shredded, recycled, archived, or…?). Finally, be realistic for what you can achieve – paperless does not mean paperFREE. You’ll still have some paper that you’ll need to process, and new paper will still come in the door.


Pre-organize to save time. The old adage “garbage in, garbage out” is especially apt for going paperless. The last thing you want to do is to spend your time scanning documents that you don’t want or need, are duplicates, or that you won’t access again in the future. It’s worth spending a bit of time pre-organizing your docs before you scan them to maximize the utility you’ll get out of your Digital Filing System. Go through your docs and toss out any duplicates, and get rid of papers you know you won’t need again. Create categories for your docs, and once they’re scanned you can group them the same way. Of course, your documents will be searchable once you’ve scanned them into Neat, but it always helps to have some structure for what you’re storing – it makes it even easier to find what you’re looking for later.


Use the right tools. Not all scanners and scanning software tools are right for every use. Consider the context where you’ll be doing your scanning, and invest in the scanning solution that best fits that particular need. For instance, if you travel frequently for business trips, you’ll want a NeatReceipts to scan the business cards and receipts you’ve collected while on the go. Back at your desk, your NeatDesk can be used to scan your everyday documents, contracts, and files. If you use both tools, you’ll be able to sync your scanned docs from both your NeatReceipts and NeatDesk via NeatCloud, which also allows you to access and scan items with your phone or tablet.


Start small. A big mistake I see people who want to go paperless make is trying to tackle too big of a project, too early on during their paperless journey. Rather than trying scan your entire four-drawer file cabinet right after you’ve set up your scanner, start with a more manageable sub-project. Perhaps begin with one folder or set of folders, or just the papers that are sitting around the edges of your desk. Keep it manageable, complete that project, and then move on from there. You’ll be much more successful overall if you take your big project, break it down to smaller, easier to complete chunks, then work to complete one at a time. Before you know it, you’ll be well on the road to creating your paperless world!


Joshua Zerkel is a Productivity Strategist, Certified Professional Organizer® and the CEO and founder of Custom Living Solutions, the San Francisco Bay Area’s premier productivity and organizing consulting firm. Find him on Twitter @joshuazerkel and check out his helpful books focused on organization and productivity.

New and Unique Ways to Get Neat

February 28th, 2013

If you’ve been reading our blog, you’re probably familiar with our popular Digital Filing System solutions NeatDesk, NeatReceipts, NeatCloud and NeatMobile. These solutions have made it possible for so many people to simplify and organize their lives so that they have more time to do what matters most to them. But do you really know everything that you can do with Neat?

We’ve been asking our customers for some of the unique ways they’ve been using Neat, and we were surprised with the wide array of responses we received. Below we included four customers whose use of Neat truly inspired us to keep providing solutions that simplify life.

  • Karen scans sewing patterns into Neat so that they’re easy to find, back-up and share no matter where she’s located. Scanning and exporting patterns to PDF makes reprinting a snap and eliminates the need to buy new patterns.
  • Paul tracks paper sales receipts from his craft gallery, which supports local artists. By scanning the receipts into Neat he can assign each to a specific vendor, track their sales volume and request more products from top local crafters.
  • Barbara digitizes all of her recipe files to make finding recipes from her 2000+ collection quick and easy. She started by scanning all of her handwritten family favorites to preserve her Grandma’s handwriting and now clips her favorites directly from online.
  • Andrea goes eco-friendly by scanning all of her important paper documents from invoices to magazine articles and then shreds them to use as compost in her garden.

Are you using Neat in a unique way? If so, we’d love to hear all about how you’ve been using Neat, just Tweet us @neatcompany using #NeatIsUnique in your response.


Until next time… Keep it Neat!


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