Industries

Small Business

Neat excels as a solution for small businesses. Let our Smart Organization System handle your paperwork while you focus on growing your business. Automating your workflows with Neat can help save time, reduce costs, and set your business up for success.

Manage Your Finances

Neat makes it easy to keep track of expenses, invoices, receipts, and more. Using Neat as the hub of your company’s bookkeeping helps keep your small business small and efficient.

The Way You Want It

The items you keep in Neat can be organized any way you see fit. If you want all of your policies in one folder, for example, that’s easy to set up. Build your folder structure in the way that works best for you.

Be More Efficient

When you know where all your important files are, when you can send data directly from receipts to expense reports, when you never have to worry about losing your important documents—that's when you’re at your best. Neat helps you make that happen.

Increase Productivity

Neat helps you easily organize and manage receipts, invoices, and documents so you can save time, boost your productivity, and focus on growing your business.

24/7 Anywhere Access

Once your documents are digitized, you’re no longer tethered to your filing cabinet or computer when you need to access an important file. With Neat, you’ll be able to access and manage all your files from our mobile app, your computer, or any web browser.

Automatic Data Entry

Neat’s InDocument Identification Technology (ID2) takes the “manual” out of manual data entry by extracting and entering key information from your documents. Keeping track of expenses is easy when Neat captures the vendor, amount, taxes, and more from all your receipts.

Mobile Capture

Wherever you go, your important documents can come, too. The Neat mobile app makes it easy to access your data anytime, anywhere. Plus, you can use your mobile device's camera to capture receipts, business cards, and other documents and quickly upload them straight to Neat.

Contact Management

Adding contacts with the Neat mobile app is as fast and easy as snapping a picture of their business cards with your phone. Business travelers and other folks on the go no longer have to worry about misplacing a card or manually adding contact information. Neat also allows you to import contacts from email signatures. Use your email exchanges to easily create your digital address book.