Financial Document Management
Cloud storage designed for financial documents
Declutter, increase efficiency, and gain peace of mind.
Successful business operations start with accuracy and flexibility
Our best-in-class data capture ensures that your imported data matches your physical documents.
Capture and access receipts, invoices, and statements anywhere
Scan files, capture images on your mobile device, or upload from your computer to your Neat account to access your financial documents anytime, anywhere.
Easily filter and search for documents
Customize your digital file organization. No need to hassle with the clutter of massive paper stacks. Now you can keyword search and filter documents on the fly.
Feel confident with bank-level data security
Neat protects your information and documents using bank-level security and encryption.
Unlimited support for all your questions
We don’t have robots talk to you, except for our very polite chatbot on our website that connects you to a human. You’ll always have unlimited access to personalized support from a Neat expert at no additional cost.
