Solutions

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The Neat Digital Filing System

Cloud + Mobile + Desktop

One ecosystem for all your important information – on your desktop, in the cloud, and with mobile.

Neat transforms your digital and paper documents into useful, organized information. Our integrated system of software, hardware, cloud service, and mobile app makes it easy to acquire, search, share, and access your most important information – anywhere, anytime.

Organize your information, simplify your life.

Get Organized
Scan and organize paperwork and electronic files
Save Time
Never lose a document and find stuff fast when you need it
Save Money
Track spending, don’t make copies, reduce printing
Go Paper-LESS
Scan and recycle, share and view documents digitally
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Neat Solutions

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Digital Expense Reports
Scan receipts, export data to PDF or Excel Expense Report templates and email the report
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Flexible Spending Accounts
Scan receipts, export the data and email the report
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Tax Preparation
Assign US or Canadian tax categories to receipts and other tax documents and create PDF tax reports
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Financial Management
Scan and organize financial documents and run reports to track spending
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Contact Management
Scan business cards and sync with Outlook, Plaxo or Mac Address Book
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Document Management
Scan and organize invoices, contracts, warranties and manuals
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Protect Against Natural Disasters
Maintain records of purchases for insurance purposes in case of burglary, fire or flooding
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Manage Health Care Records
Maintain medical records, insurance forms and prescriptions
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Preserve Memories
Scan in your children’s artwork, report cards and school paperwork; store family recipes and documents
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Be Kind to Planet Earth
Scan it and recycle – what’s really valuable is the information on the paper, not the paper itself
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Have Peace of Mind
Know your information is safe, secure and easily accessible