Try Neat Free For 30 Days

Neat automatically retains and categorizes records to simplify tax prep, maximize deductions, and audit-proof your business.


Try Free For 30 Days

Neat Will…

  • Simplify Tax Prep: Neat stores all receipts and invoices in the form of IRS accepted images and automatically tags expenses with the corresponding tax category.
  • Integrate Seamlessly: Easily send expense data to popular software like QuickBooks, TurboTax, and more.
  • Keep Track Of Multiple Businesses: With Neat Business, you can manage the financial records of different business separately under one account.
  • Eliminate Data Entry: Scan, snap, or email in receipts, invoices and other documents into Neat.
  • Eliminate Paper & Data Storage Issues: Back up years worth of records with unlimited storage.

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.

Neat Has A Plan To Fit Your Needs

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
100K
Small Businesses Use Neat
12
Working Hours Saved Weekly
340K
Receipts Processed by Neat Weekly
10K
Invoices Scanned Weekly
+9000
Small Businesses Connecting Neat to QuickBooks
"Our company started using Neat to scan and digitize our company receipts. Since using Neat, we've been able to not only create folders for all of our expenses, but also keep track of what is taxable, the categories they should be flagged in, and create easy to read reports for our accountant. Neat has made us the best bookkeeper!"
Michael Coleman
- Co-owner of Old Pimp Daddy Beard Company -

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 for the price of a Premium Annual Plan.

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