What payment types are accepted?
Neat accepts all major credit cards and PayPal.
Do you offer a free trial?
Yes, Neat offers a 15 day, no credit card required free trial. During the 15 days, you will get full access to all Complete product features and can upload [...]
Does my unused document count rollover?
For monthly plans, they do not rollover. The limit (based on your selected volume) will reset at the beginning of each billing month. For an annual plan, however, you’ll [...]
Can I change my plan?
Yes, you can change from a Basic to a Complete plan at any time.
What if I exceed my monthly/annual document allowance?
If you are on a monthly plan, you will be billed .50 cents for each document over your limit (up to the next tier amount) Once you hit the [...]
What’s the difference between standard and advanced data processing?
Standard processing is the industry-standard of 80% accuracy for each document that goes through OCR and parsing. Advanced data processing is included in all of Neat’s Complete plans and [...]
Which items impact my document limit?
All financial documents (see above). Other items, such as mileage, contacts, general documents/pdfs, and checks will NOT impact your limit.
What does Neat consider to be a ‘financial document’?
Financial documents include receipts, bills, invoices, and statements. Free trial users may upload up to 100 financial documents.
How easy will it be to learn how to use Neat’s cloud software?
A piece of cake! Easy as pie! The look and feel is similar to what you have been accustomed to using in our legacy version. For an additional level [...]
Will my data transfer to the cloud app?
Neat is here to help. We will support you through the migration and any time in the future. Our team will work directly with you, to ensure all of [...]