NeatCloud FAQ

1. What is Neat Cloud Service?

Neat Cloud Service is a monthly subscription service designed to help you make the most of your Neat Digital Filing System – by harnessing the power of the cloud.

The term “cloud” refers to a secure server that stores your files for you, instead of having them stored only on your computer. This means that when your files are in the cloud, they’re always safely backed up, so a broken or lost computer no longer means lost files. But that’s just the beginning.

When your files are in the cloud, it also means that you can access them from anywhere – over the internet, with your mobile devices, or on multiple computers. Since your cloud files are always up to date, you will always have access to the most recent versions of your documents.

Any time you make a change to your files, on any device, those changes are synced to the cloud. Syncing is a two-way street: the cloud gets all of your latest changes from wherever you make them, and the information you see on your devices is always up to date.

So with Neat Cloud Service, your information is securely backed up, accessible from anywhere, and always synced between your devices and computers. Sounds like a lot, but it’s really very simple.

Neat Cloud Service also brings a host of other powerful features to the important information you have stored in your Neat Digital Filing System. It’s fully integrated with your Neat Software, so it works seamlessly. Here’s a quick overview of some of the additional features of Neat Cloud Service:

  • Scan with the camera on your smartphone or tablet – with Neat app
  • Forward emails, or import items into your Digital Filing System online
  • Intelligent Text Recognition in the cloud- the same technology that the Neat Software uses to read and extract key information is also performed on anything you send through the cloud (emails, mobile scans, web import, etc.)
  • Share individual files – or entire folders – with anyone. Comment back and forth for better collaboration
  • Add multiple users to your account – the ultimate solution for couples or small teams

Neat mobile app, NeatVerify, and multi-user accounts only available with Home & Office or Business plans.

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2. What is the Neat mobile app?

The Neat mobile app turns your smartphone or tablet into a handy new way to scan items into Neat, and a way to access your files from wherever you are.

With the Neat app, you can simply snap a photo of receipts, business cards, or documents and they’ll be added to your Neat Digital Filing System. All of the key information will be read and extracted, just as though you scanned it at home.

Because the Neat mobile app is synced with Neat Cloud Service, you’ll have access to your most up-to-date Neat files wherever you are – it’s like having your entire Digital Filing System in your pocket.

The Neat app uses the camera on your smartphone or tablet to get items into your Digital Filing System from anywhere:

  • Take a picture of a restaurant bill, and Neat will transform it into a digital record of that transaction
  • Snap a photo of a business card, and the person’s contact info will be instantly added to your Neat Cloud Service
  • Capture any type of document, and it will be given the “Neat treatment” – every word will be made keyword searchable, and it will be organized in your Digital Filing System

You can also edit items, create expense reports, and share files and folders right from your device.

To use the Neat app, you will need a Neat Cloud Service Home & Office or Business plan.

The Neat app currently supports IOS and Android devices. Back to Top blueArrowUp NeatCloud FAQ

3. What is NeatVerify?

NeatVerify is an optional service to make Neat mobile app an even more powerful tool for scanning in items on the go.

Sometimes mobile images are blurry, or the lighting isn’t right. This can make it difficult for your information to be accurately read and extracted in the cloud. That’s where NeatVerify comes in.

When you send a mobile scan through NeatVerify, your image passes through a team of specialists at Neat who make sure that the key information is accurately read and extracted. The verification process only takes a few minutes and, once verified, your items will appear in your Neat inbox.

NeatVerify provides the highest possible accuracy, especially for faded receipts or handwritten totals, such as a restaurant bill with an added tip. The process is safe and secure, and you’ll know your data is as accurate as possible.

NeatVerify comes in monthly plans, with a fixed amount of “Verifications” per month. Verifications are like credits; each item you send through NeatVerify uses one of your verifications. You can choose to send an item to NeatVerify right after you scan it by turning NeatVerify “on” in the review screen.

If your images cannot be processed by NeatVerify the item will be sent through standard processing and none of your NeatVerify credits will be used. Back to Top blueArrowUp NeatCloud FAQ

4. Does Neat Cloud Service come with the Neat mobile app? What about NeatVerify?

Neat Cloud Service “Home & Office” and “Business” plans include Neat app access. Neat Cloud Service “Personal” plans do NOT include the Neat app.

The 30-Day Free Trial of Neat Cloud Service is the “Home & Office” plan, so Neat mobile app access is included.

Once you have a Neat Cloud Service plan with access to the Neat app, you simply need to download the app and install it on your phone or tablet. You’ll sign in with your Neat username and password, and you’re ready to go!

30 NeatVerify credits are included with the free trial of Neat Cloud Service Home & Office. If you choose to sign up for a Neat Cloud Service plan with access to the Neat app, you can add NeatVerify credits to your account at the time of purchase. You can upgrade your NeatVerify plan at any time should you need more credits.  Back to Top blueArrowUp NeatCloud FAQ

5. How does the 30-Day Free Trial work?

Neat Cloud Service and the Neat mobile app are such robust tools that the best way to learn about them is to try them yourself!

The Home & Office plan includes access to the Neat app, so you can try the full Neat Cloud Service experience free for 30 days. If you find that it’s not for you, no problem. Simply cancel anytime within the first 30 days and you won’t be charged.

If you love it, then by all means keep it! You’ll be charged $14.99 / month, if you choose to stay on the Home & Office plan.  Back to Top blueArrowUp NeatCloud FAQ

6. How do I get started with Neat Cloud Service?

Once you sign up for a Neat Cloud Service plan, getting started is easy.

The first thing you’ll want to do is make sure your Neat software is up to date, so you can sync your files with Neat Cloud Service. Just follow any automatic prompts when you launch your Neat software.

Once your software is up to date, you’ll notice a “Sync” button in the top middle of your screen. Click this button to turn on sync, and your Neat files will start to be added to the cloud.

Once your initial sync is complete, you’re in the cloud! Please note that, depending on the size of your Digital Filing System and your internet connection speed, the initial sync can take several days to complete. From then on, syncing occurs automatically and will only take a few seconds.

Now it’s time to download the Neat app. Once you sign in, all your synced files will be there! Go ahead and start scanning with your phone!

You can also access your files online at  Back to Top blueArrowUp NeatCloud FAQ

7. What files does Neat Cloud Service back up?

Neat Cloud Service backs up all of the important information in your Neat Digital Filing System, including all images, text, key fields, comments, and notes. Neat Cloud Service backs up your Neat files only, and does not support backing up your computer’s entire contents.

There is no “selective syncing” – syncing only certain parts of your Cabinet – if it’s in your Neat Cabinet, it’s important, so it will be securely backed up in Neat Cloud Service.

If you lose your computer, or it malfunctions, all of your Neat files will be safe and sound in the cloud. When you get a new computer, just sync all your files down from Neat Cloud Service, and you’ll be up and running in no time. Back to Top blueArrowUp NeatCloud FAQ

8. How safe is my information in Neat Cloud Service?

Nothing is more important to us than safeguarding your most important information. When your documents are in Neat Cloud Service, they’re not only synchronized between your various devices, they’re securely backed up on our servers. That means it’s safer to store something in the cloud than on just your computer, and a broken computer or a lost phone no longer means lost files.

Neat Cloud Service uses Secure Socket Layer (SSL) encryption technology for data transmission of all of your information (including User IDs, passwords, and account information). Neat also encrypts the files that you store on Neat Cloud Service using one of the strongest block ciphers available, the 256-bit Advanced Encryption Standard (AES-256), which is the same encryption standard banks use to secure customer data. Back to Top blueArrowUp NeatCloud FAQ

9. How does Neat Cloud Service make sharing and collaborating easier?

When your files are stored in the cloud, it makes it easy for you to access your information anywhere. It also makes it easy to share and collaborate with others.

With Neat Cloud Service, there are several ways to share and make collaboration easier. From your Neat Cloud Service web interface, you can quickly email any file to anyone, from wherever you are.

You can also share folders – giving anyone up-to-the-minute, read-only access to a folder or folders of your choosing. Anyone you share a folder with will need to create a free Neat account, then they will see your files in the Neat Cloud Service web interface much the same way that you do – just without the ability to change or edit anything.

Neat Cloud Service opens the door to Multiple User Accounts as well, which means a couple or a small team can share total access to an account. You can keep multiple instances of the Neat Software in sync, and work together seamlessly.

Any file in a shared folder allows for commenting, a new feature from Neat Cloud Service. Now you can have a back and forth conversation related to a specific item. For example, say you share a folder with your accountant. She can use the comment feature to ask questions or make notes on the documents in the folder. You can read and respond to these comments, creating a natural back-and-forth dialogue from within Neat Cloud Service. Back to Top blueArrowUp NeatCloud FAQ

10. What happens to my information if I cancel Neat Cloud Service?

If you cancel your Neat Cloud Service account, your information will be permanently and securely removed from our servers. Please be sure you have the latest versions of your files saved on your own computer before canceling your account. Back to Top blueArrowUp NeatCloud FAQ


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.