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Optimizing Your Productivity

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 Reports
Scan receipts, export data to PDF or Excel Expense Report templates and email the report

Flexible Spending Accounts
Scan receipts, export the data and email the report

Tax Preparation
Assign US or Canadian tax categories to receipts and other tax documents and create PDF tax reports

Financial Management
Scan and organize financial documents and run reports to track spending

Contact Management
Scan business cards and sync with Outlook, Plaxo or Mac Address Book

Document Management
Scan and organize invoices, contracts, warranties and manuals

Protect Against Natural Disasters
Maintain records of purchases for insurance purposes in case of burglary, fire or flooding

Manage Health Care Records
Maintain medical records, insurance forms and prescriptions

Preserve Memories
Scan in your children's artwork, report cards and school paperwork; store family recipes and documents

Be Kind to Planet Earth
Scan it and recycle - what's really valuable is the information on the paper, not the paper itself

Have Peace of Mind
Know your information is safe, secure and easily accessible

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.