As Director of Customer Engagement, I am always asked by customers, “How can Neat help me get more productive?”
With our software and scanner solutions you can “tame your paper monster” no matter how large by turning paper piles into organized, digital files that are easy to use, easy to find and easy to share. By getting organized you save time and money and we all know that leads to better working efficiency and peace of mind.
Whether you are a small business, CFO of the household, or just want to get better organized, here are some of the solutions we can provide:
Digital Expense ReportsScan receipts, export data to PDF or Excel Expense Report templates and email the report
Flexible Spending AccountsScan receipts, export the data and email the report
Tax PreparationAssign US or Canadian tax categories to receipts and other tax documents and create PDF tax reports
Financial ManagementScan and organize financial documents and run reports to track spending
Contact ManagementScan business cards and sync with Outlook, Plaxo or Mac Address Book
Document ManagementScan and organize invoices, contracts, warranties and manuals
Protect Against Natural DisastersMaintain records of purchases for insurance purposes in case of burglary, fire or flooding
Manage Health Care RecordsMaintain medical records, insurance forms and prescriptions
Preserve MemoriesScan in your children's artwork, report cards and school paperwork; store family recipes and documents
Be Kind to Planet EarthScan it and recycle - what's really valuable is the information on the paper, not the paper itself
Have Peace of MindKnow your information is safe, secure and easily accessible
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.
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