Neat Features
Smart file organization designed to declutter, increase efficiency, and gain peace of mind.
Neat is a yearly subscription where you can add on solutions.
Declutter with clear organization
Manage every type of file efficiently
Unleash the power
of your data
Track Receipts Everywhere
Capture receipts, invoices, and so much more with the snap of a picture. Then upload them straight to Neat using the app. Even email, drag and drop documents into Neat, or import with a compatible scanner.
You’ll always have access to your documents in Neat.
Data Extraction
Reduce manual data entry with Neat’s powerful, patented OCR technology that accurately extracts key information from your document and turns it into usable data allowing you to enter receipts quickly and accurately.
Data Verification
Your receipt items are processed using Neat’s unique data identification technology and data is extracted with 99% accuracy.
Organize Files Your Way
Organize files by expense type, tax category, and more. Quickly find files with our keyword search and filtering capabilities.
Easy and efficient – now that’s Neat!
Neat is a yearly subscription where you can add on solutions.
Keep track with ease
Always Organized
Get into the habit of uploading important documents as soon as you get them and you’ll never have to worry about paperwork overtaking your desk again.
Creating folders and subfolders is fast and easy, letting you arrange and adapt as you go. Store your receipts in subfolders to easily create expense reports, or organize documents in folders categorized by project, client, or month. Neat gives you the freedom to organize in a way that makes sense for you.
Searchable
Reduce manual data entry with Neat’s patented technology that accurately extracts key information from your document and turns it into usable data.
Collaborate
Neat makes it easy to work with others, even if they aren’t Neat users. You can even have multiple users for one Neat account, making it perfect for small businesses or families.
Share comments, important files and folders to collaborate with your trusted partners.
Easy and efficient – now that’s Neat!
Neat is a yearly subscription where you can add on solutions.
Compatible Receipt &
Document Scanners.
Neat works with any TWAIN compliant scanner.
Certified Hardware Partners
Neat works with any TWAIN compliant scanner, which includes most scanners on the market today. Additionally, Neat works with most major manufacturers to ensure their devices work seamlessly with Neat’s software. Connecting these devices is covered as part of our standard support plans.
Neat Comes with Customer Support
You’ll always have unlimited email and chat support to answer any of your questions. Also, our user-friendly Help Center Knowledge Base is available to you 24/7.
Neat
Our primary platform for file document management.
Start organizing today.
Unlimited file storage
Data capture with human verification
Track your expenses
Easily filter and search for documents
File sharing and collaboration
Bank-level security encryption
Accessible from anywhere
Access to our Help Center Knowledge Base
Unlimited email & chat support
- Review & send all expense-related data 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.
