Neat Makes Expense Tracking Effortless.

Neat eliminates manual data entry and automatically sends expense data to your business software.


Get 30 Days Free!

Scan Receipts To Automatically Organize Your Expenses

Just scan, snap, or email receipts and invoices into Neat to automatically categorize expenses, store documents for easy tax preparation, and send data to your accounting software.

  • Tax Prep: Store and organize documents to make tax time a breeze. 
  • Integration: Send data to popular business software like QuickBooks and TurboTax.
  • Security: Protect your information with bank-level 256-bit data encryption.
  • Organization: Easily categorize, filter, and search files.

How Does Neat Work?

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.

Select The Plan That's Right For Your Business

Monthly
Annual
Premium
$14.99/mo.
$149.99/yr.
Save $29.89 per year
Ideal for small business owners
with one user.
Everything in Lite PLUS
  • Human Verification (Receipts and Contacts)
  • QuickBooks Online Integration
  • QuickBooks Desktop (Add-on Fees Apply)
  • File Sharing and Collaboration
  • Email Marketing Integrations
  • One-on-One Expert Training
Lite
$8.99/mo.
$89.99/yr.
Save $17.89 per year
Ideal for individuals looking to track 1099 or personal expenses.
  • Unlimited File Storage
  • Mobile Receipt and Document Scanning App
  • Configurable File Organization
  • Expense Reporting
  • Business Contact Integrations
Business
$24.99/mo.
$249.99/yr.
Save $49.89 per year
Ideal for small businesses with multiple users and accounting firms.
Everything in Premium PLUS
  • Up to 5 Plan Users
  • Human Verification (Invoices)
  • QuickBooks Online and QuickBooks Desktop Included
  • Unlimited Phone, Chat, and Email with Toll-Free Number and VIP Access
  • Multi-Account/Business Access
  • Accountant and Bookkeeper Edition
Nancy Rader
Nancy Rader
16:37 25 Jan 19
Not only did Cyrus A. assist me in uploading Neat Smart to my computer, he captured all the files in my Neat v5.7 and put them in the upgraded software. He then deleted the old application. He also showed me how to access the tutorials! I was very impressed with this gentleman and how well spoken and polite he was. Thanks again, Cyrus!read more
Kenneth Gandola
Kenneth Gandola
00:36 22 Jan 19
TECH SUPPORT WAS EXCEPTIONAL, FIX ORIENTED. RAMON IS A SUPER TECHIE AND POSSESSES GREAT CUSTOMER SERVICE SKILLS. HE KNOWS THE NEAT PRODUCT. WE QUICKLY FIXED MY ISSUE AS SOON AS HE WAS ABLE TO CRUISE AROUND MY APP TWINKING SOME OF THE BASICS. GREAT STUFF. A TRUE FIXER. SPOT ON!read more
Miguel Castro
Miguel Castro
14:46 21 Jan 19
I received a scanner as a gift and when connecting it, it did not work. I called neat and spoke with May Ann G. And she was the best at helping me. Not only did she get my scanner to work she made my day! This neat scanner system is legit and def recommend it to everyone!!read more
Marion Vandersteel
Marion Vandersteel
00:43 08 Jan 19
Dolly was my technician at neat. I had no ability to scan and email documents. She was extremely diligent and patient and courteous while correcting the errors (wifi problems) and updated my software. She also pointed out some tips to help me going forward and indicated how I could save some money on my subscription. I am extremely satisfied. She was extremely knowledgeable. Neat is a very helpful service. I use it day to day for scanning documents, receipts and business contacts and use it for my taxes as well.read more
Stephen Gray
Stephen Gray
01:56 02 Jan 19
I had a technical issue that was resolved through the superb efforts of Alma V. We worked through the issue online over the course of multiple days due to the complexity of the issue. Alma was always professional and courteous. She worked hard to resolve my issue and I am grateful for her super support. Neat is an excellent software for tracking expenses and key documents. I highly recommend their products for both individuals and business. I have been a satisfied customer for close to ten years.read more
See All Reviews
"Neat saves Allen Rustic Wood Designs approximately 30 hours a month. Aside from generating spending, budget and expense reports, [we] save time by taking advantage of Neat’s ability to automate [our] accounting workflow."
ALLEN RUSTIC WOOD DESIGNS - DEVON AND ALLISON ALLEN, OWNERS
- Retail -

Free Trial Terms and Conditions – Users may access the entire Neat application with no restrictions during the initial 30-day trial period.  Users have complete access to all training, onboarding and support resources.  Users may cancel their trial at any point within the initial 30-day period and not be charged.  If you do not cancel within the 30-day window, your credit card will be billed in the amount of $149.99, the price of a Premium Annual Plan.

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