Integrations2019-09-13T15:47:35-04:00
Integrations
Connect Seamlessly With Business Software
receipt management software integrations
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QuickBooks®

Eliminate Data Entry With Neat and QuickBooks 

Using Neat with QuickBooks Online or QuickBooks Desktop simplifies accounting by reducing data entry and automatically organizing expenses.

  • Review and send all expense-related data directly over to QuickBooks. Images of receipts and invoices are automatically attached.
  • Sign in to QuickBooks from the Neat app to connect.
  • Map expenses once to match your QuickBooks preferences and future data will map automatically.

Visit our support center for more information on integrating QuickBooks Online or Quickbooks Desktop.

Neat's receipt management software integrates with Quickbooks

H&R Block®

Simplify tax filings and maximize deductions with Neat with H&R Block

  • Scan receipts and invoices to track expense documents throughout the year.
  • Save time by eliminating the need to key in all data from expense-related documents.
  • Avoid potential errors with Neat’s machine-learned data automation and send directly to H&R Block.
  • Utilize tax categories in Neat throughout the year, and H&R Block will use that information to create your tax forms.

Visit our support center for more information on exporting to H&R Block.

Quicken®

Simplify Accounting & Bookkeeping with Neat and Quicken.

  • Scan receipts and invoices to track expenses throughout the year.
  • Save time by eliminating the need to key in all data from expense-related documents.
  • Avoid potential errors with Neat’s machine-learned data automation and send directly to Quicken.

Visit our support center for more information on exporting to Quicken.

TurboTax®

Simplify tax filings and maximize deductions with Neat and TurboTax.

  • Scan receipts and invoices to track expenses throughout the year.
  • Save time by eliminating the need to key in all data from expense-related documents.
  • Avoid potential errors with Neat’s machine-learned data automation and send directly to TurboTax.
  • Utilize tax categories in Neat throughout the year, and TurboTax will use that information to create your tax forms.

Visit our support center for more information on exporting to TurboTax.

Outlook®

Never lose a contact again when you sync Neat with Outlook Contacts.

  • Turn your stack of business cards into a digital contact list
  • Seamlessly forward contacts to Outlook Contacts.
  • Organize contacts by project, event, region, and create a distribution list for sales emails.

Visit our support center for more information on integrating with Outlook.

Campaign Monitor®

Focus on creating compelling campaigns and less on entering in contact information when you link Neat and Campaign Monitor.

  • Automate and digitize your stack of business cards in minutes.
  • Seamlessly forward contacts to specific email streams in Campaign Monitor.
  • Organize contacts by project, event, region, and create a distribution list for sales emails.

Visit our support center for more information on integrating with Campaign Monitor.

MailChimp®

Scan business cards with Neat to add contacts to your MailChimp Campaign.

  • Automate and digitize your stack of business cards in minutes.
  • Seamlessly forward contacts to specific email streams in MailChimp.
  • Organize contacts by project, event, region and create a distribution list for sales emails.

Visit our support center for more information on integrating with MailChimp.

Google Contacts®

Sync Neat with Google Contacts and never lose a contact again.

  • Automate and digitize your stack of business cards in minutes.
  • Seamlessly sync contacts to Google Contacts.
  • Organize contacts by project, event, region, and create a distribution list for sales emails.

Visit our support center for more information on integrating with Google Contacts.

Constant Contact®

Use Neat with Constant Contact to spend less time on data entry and more time creating killer email campaigns.

  • Automate and digitize your stack of business cards in minutes; or simply add them to Neat as you get them.
  • Seamlessly forward contacts to specific email streams in Constant Contact.
  • Organize contacts by project, event, region and create a distribution list for sales emails.

Visit our support site for more information on integrating with Constant Contact.

Simplify Accounting With Automated Receipt Capture And Entry.

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