Focus on Your Clients... Not Your
Paperwork

Save up to 12 hours a week by eliminating data entry.


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Neat Eliminates Data Entry

Scan, snap, or email receipts, invoices, and other documents into Neat to quickly categorize, organize, and share your important documents.

  • Quick collaboration: Easily share files with clients without email attachments.
  • Easy reporting: Manage finances and create reports by vendor, expense type, and more.
  • Seamless integration: Send information to popular software like Quickbooks, Turbo Tax, and MailChimp.
  • Bank-level security: Protect valuable data with bank-level 256-bit data encryption.
  • Get organized: Easily categorize, filter, and search files.

How Does Neat Work?

Neat is an easy-to-use document management and expense tracking solution 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.

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Pricing
$7.50/mo.

( $89.99 annually)
$7.58/mo.

( $90.99 annually)
$8.99/mo.
$9.99/mo.
$12.50/mo.
$10.42/mo.

($149.99  $124.99 annually)
$9.99/mo.
$7.92/mo.

($119.99  $94.99 annually)
$14.99/mo.
$20.83/mo.
$16.67/mo.

($249.99  $199.99 annually)
$24.99/mo.
Monthly
Annual
Buy Annual &
Get 2 Months Free!
Neat offers both Monthly and Annual Plans
Monthly
Annual
Lite
$8.99/mo.
$9.99/mo.
$7.50/mo.
*Billed annually at $89.99
$7.58/mo.
*Billed annually at $90.99
Billed Monthly

Ideal for individuals looking to track personal expenses.
Our Best Value
Our Most Popular
Premium
$14.99/mo.
$12.50/mo.
$10.42/mo.
*Billed annually at $149.99  $124.99
$9.99/mo.
$7.92/mo.
*Billed annually at $119.99  $94.99
Billed Monthly

Ideal for small business owners with one user.
Business
$24.99/mo.
$20.83/mo.
$16.67/mo.
*Billed annually at $249.99  $199.99
Billed Monthly

Ideal for accounting firms and small businesses with multiple users.
 
Buy Annual &
Get 2 Months Free!
Shared Plan Users
Shared Plan Users 1 1 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®
Integrates with Quickbooks® Quickbooks Online Only
QuickBooks Desktop available for add-on fee
Quickbooks Online & Desktop
Collaboration
Collaboration
Integrates with Email Marketing for business-card contact capture
Integrates with Email Marketing for business-card contact capture
Support
Support Email Support. Phone Limited to 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      
Purchas Human Verification (NeatVerify) credits
Purchase Human Verification (NeatVerify) credits
60 credits $4.99/mo. Buy
120 credits $8.99/mo. Buy
200 credits $9.99/mo. Buy
400 credits $24.99/mo. Buy
Quickbooks® Desktop Integration
Quickbooks® Desktop Integration Upgrade Plan for $4.99/mo. Buy 1 QBD instance included.
For multiple QuickBooks Desktop instances, please contact sales support at 866-395-1457.
*available M-F between 9am-5pm EST
MultiAccount Access
MultiAccount Access Available

Neat By The Numbers

100k
Small Business Users
340k
Receipts Processed Weekly
10k
Invoices Processed a Day
99%
Accuracy With NeatVerify
12hrs
Work You Will Save Weekly
"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 -
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