Neat & myServiceForce

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

 

How Neat Works

Neat Software for Small Business - Plans and Pricing

Pricing
$6.67/mo.

( $79.99 annually)
$8.33/mo.

( $99.99 annually)
$7.99/mo.
$9.99/mo.
$9.99/mo.

( $119.99 annually)
$12.50/mo.

( $149.99 annually)
$14.99/mo.
Try For Free
$20.83/mo.

( $249.99 annually)
$24.99/mo.
Try For Free
Monthly
Annual
Buy Annual &
Get 2 Months Free!
Neat offers both Monthly and Annual Plans
Monthly
Annual
Lite
$7.99/mo.
$9.99/mo.
$6.67/mo.
*Billed annually at $79.99
$8.33/mo.
*Billed annually at $99.99
Billed Monthly

Enjoy Neat essential services.
Our Best Value
Our Most Popular
Premium
$14.99/mo.
$9.99/mo.
*Billed annually at $119.99
$12.50/mo.
*Billed annually at $149.99
Billed Monthly

Adds features to support multiple workers in your office.
Business
$24.99/mo.
$20.83/mo.
*Billed annually at $249.99
Billed Monthly

Share and collaborate with multiple users and between businesses.
 
Buy Annual &
Get 2 Months Free!
TRY FOR FREE
Shared Plan Users
Shared Plan Users 1 2 5
Human Verification (NeatVerify™) credits per month
Human Verification (NeatVerify™) credits per month 0 30
Receipt Verification
100
Receipt and Invoice Verification
Eligible for NeatVerify on Invoices
Eligible for NeatVerify on Invoices
Integrates with Quickbooks® Online
Integrates with Quickbooks® Online
Integrates with Quickbooks® Desktop
Integrates with Quickbooks® Desktop Add-On* **
Multi-company integration with Quickbooks® Desktop
Multi-company integration with Quickbooks® Desktop
Integrates with Constant Contact, Campaign Monitor and MailChimp
Integrates with Constant Contact, Campaign Monitor and MailChimp
Collaboration
Collaboration
Support
Support Unlimited Email Support, Phone & Chat for First 60 days Unlimited Phone, Chat & Email   Unlimited Phone & Chat & Email with Toll-Free Number and VIP Access
Email-In
Email-In
Mobile Receipt Scanning App
Mobile Receipt Scanning App
InDocument Identification (ID2®)
InDocument Identification (ID2®)
Create Expense Reports
Create Expense Reports
Spend Reporting
Spend Reporting
Export to Excel, CSV & PDF
Export to Excel, CSV & PDF
Tax Form Categorization
Tax Form Categorization
Document Import
Document Import
Export information to TurboTax and H&R Block Tax Software
Export information to TurboTax and H&R Block Tax Software
Send contact information to Google Contacts and Outlook.com
Send contact information to Google Contacts and Outlook.com
See All Features See Fewer Features
Add-on Features      
Human Verification (NeatVerify) credits per month
Human Verification (NeatVerify) credits per month
60 credits $4.99/mo. Buy
120 credits $8.99/mo. Buy
200 credits $9.99/mo. Buy
400 credits $24.99/mo. Buy
Integrates with Quickbooks® Desktop***
Integrates with Quickbooks® Desktop***
NEW CUSTOMERS
$14.99/mo. (PLAN)
+ $4.99/mo.(QBD)
For 1 QBD connection
Buy
EXISTING CUSTOMERS
$4.99/mo.(QBD)
For 1 QBD connection
Buy
NEW CUSTOMERS
$24.99/mo. (PLAN)
1 QBD connection included
Buy
EXISTING CUSTOMERS
Need additional connections? Please call 866-395-1457
*Sales support is available M-F between 9am-5pm EST
"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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