Neat & myServiceForce

Delivering the tools you need to manage your business expenses and spending

 

How Neat Works

With Neat, moving paper documents online without manual data entry is easy. Just scan, snap, email, or import your documents into Neat, and our patented technology will extract key information for use in expense reports and accounting software.

Neat Software for Small Business - Plans and Pricing

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 -

Check out the ways small businesses use Neat:

Neat improves productivity and saves time

1

Many ways to get things into Neat

There are several ways to capture information with Neat that can optimize your daily workflow and save you time: 

  • Our unique desktop utility allows you to import documents or use almost any device to scan directly into Neat. 
  • Neat mobile app puts the power of Neat in your hand anywhere or anytime… you can submit receipts on the go and never misplace one again! 
  • Neat also provides you with a personalized email address to eliminate the shuffle of paper invoices between you and your vendors- simply have them email it directly into Neat!
2

Organize / search and make use of your data

Now all of your important documents are securely stored and organized in Neat. As documents are captured, Neat’s patented ID2 (In document Identification) technology automatically categorizes your documents and converts information into data you can use.

  • Neat’s flexible folder structure allows you to arrange and organize your files to fit your needs.
  • Every document is now easily searchable and can be accessed from any device.
  • All of your expenses are categorized, stored and easily available at tax time.
  • ID2 extracts key information of receipts and invoices into usable data to provide you real-time reporting and reduce manual data-entry into other applications.
  • Neat’s optional NeatVerify service provides human verification when accuracy is of the utmost importance
3

Analyze and gain visibility into your data

Gain visibility into your business Instantly track and organize expenses in one place. Having real-time visibility to your spending greatly reduces risk and provides you clear insights to where your money is going. You can also assign the appropriate tax category to each expense, making reporting and filing a breeze!

  • Expense Reporting – Save time tracking your receipts, and quickly and easily get reimbursed
  • Spend Reporting – Track and report spending by the customizable levels you run your business by (client, project, category, etc.)
  • Tax Reporting – Track all necessary levels of sales and income taxes for easy filing and reporting, and maximize your deductions with our schedule-level categorizations
4

Integrate and share

Seamlessly integrate with popular accounting software, tax preparation software and other productivity applications to enhance the performance of your small business. You can also collaborate and share documents and folders with co-workers or employees as well as provide account access to your accountant or bookkeeper.

  • Save time by reducing manual data entry into your accounting software
  • Share tax reports with your accountant or directly integrate into tax preparation software
  • Streamline getting important information to your accountant, bookkeeper or tax professional by sharing access to your Neat account
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