Neat Features

Smart management organization designed to declutter, increase efficiency, and gain peace of mind.

Neat is a yearly subscription where you can add on solutions.

Unleash the power of your data

Mobile Access

Capture receipts, invoices, and so much more with the snap of a picture. Then upload them straight to Neat using the app.

You’ll always have access to your documents in Neat.

Data Extraction

Reduce manual data entry with Neat’s patented technology that accurately extracts key information from your document and turns it into usable data.

Data verification

Your receipt items are processed using Neat’s unique data identification technology and data is extracted with 99% accuracy.

Expenses & Reporting

Neat helps make tax time less taxing and managing your finances more of a breeze.

Whether you’re generating a report on office expenses for the quarter or what was spent on gas last month, Neat’s simple and intuitive reporting interface will let you get the results you want with no hassle.

Easily create custom reports such as expenses, spending, sales, and income tax for easy filing and reporting.

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.

Standard 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.

Need more help, check out our VIP Service solution.

Easy and efficient - now that’s Neat!