Scan, snap, or email receipts and invoices into Neat to automatically categorize expenses, create reports, and send data to your accounting software.
Neat is an easy-to-use expense tracking application that uses our patented InDocument Identification Technology™ to recognize and capture important information from scanned documents.
Neat quickly captures information like vendor, date, amount, tax, and payment type. Then it organizes that information so that you can quickly create expense reports and send data to your accountant or accounting software.
|
Neat offers both Monthly and Annual Plans
|
Lite
$8.99/mo.
$9.99/mo.
$7.50/mo. *Billed annually at $89.99 $7.58/mo. *Billed annually at $90.99 Billed Monthly
—Ideal for individuals looking to track personal expenses. |
 Our Best Value Our Most PopularPremium
$14.99/mo.
$12.50/mo. *Billed annually at $149.99 $9.99/mo. *Billed annually at $119.99 Billed Monthly
—Ideal for small business owners with one user. |
Business
$24.99/mo.
$20.83/mo. *Billed annually at $249.99 Billed Monthly
—Ideal for accounting firms and small businesses with multiple users. |
|
Buy Annual &
Get 2 Months Free! |
|||
| Shared Plan Users | |||
| Shared Plan Users | 1 | 1 | 5 |
| Human Verification (NeatVerify™) credits per month | |||
| Human Verification (NeatVerify™) credits per month | 0 | 30 Receipt Verification |
100 Receipt and Invoice Verification |
| Eligible for NeatVerify on Invoices | |||
| Eligible for NeatVerify on Invoices | — | — | |
| Integrates with Quickbooks® | |||
| Integrates with Quickbooks® | — | Quickbooks Online Only QuickBooks Desktop available for add-on fee |
Quickbooks Online & Desktop |
| Collaboration | |||
| Collaboration | — | ||
| Integrates with Email Marketing for business-card contact capture | |||
| Integrates with Email Marketing for business-card contact capture | — | ||
| Support | |||
| Support | Email Support. Phone Limited to First 60 days | Unlimited Phone, Chat & Email | Unlimited Phone & Chat & Email with Toll-Free Number and VIP Access |
| Email-In | |||
| Email-In | |||
| Mobile Receipt Scanning App | |||
| Mobile Receipt Scanning App | |||
| InDocument Identification (ID2®) | |||
| InDocument Identification (ID2®) | |||
| Create Expense Reports | |||
| Create Expense Reports | |||
| Spend Reporting | |||
| Spend Reporting | |||
| Export to Excel, CSV & PDF | |||
| Export to Excel, CSV & PDF | |||
| Tax Form Categorization | |||
| Tax Form Categorization | |||
| Document Import | |||
| Document Import | |||
| Export information to TurboTax and H&R Block Tax Software | |||
| Export information to TurboTax and H&R Block Tax Software | |||
| Send contact information to Google Contacts and Outlook.com | |||
| Send contact information to Google Contacts and Outlook.com | |||
See All Features
See Fewer Features
|
|||
| Add-on Features | |||
| Purchas Human Verification (NeatVerify) credits | |||
| Purchase Human Verification (NeatVerify) credits | — |
60 credits $4.99/mo. Buy
120 credits $8.99/mo. Buy
|
200 credits $9.99/mo. Buy
400 credits $24.99/mo. Buy
|
| Quickbooks® Desktop Integration | |||
| Quickbooks® Desktop Integration | — | Upgrade Plan for $4.99/mo. Buy |
1 QBD instance included.
For multiple QuickBooks Desktop instances, please contact sales support at 866-395-1457.
*available M-F between 9am-5pm EST |
| MultiAccount Access | |||
| MultiAccount Access | — | — | Available |
