Information on migrating from legacy to cloud

Below, you’ll find some quick FAQ’s as well as an exclusive offer, which includes personal live migration assistance. In becoming a cloud subscriber you will also receive a 1 year subscription at less than 1/2 the cost of our monthly plan PLUS unlimited support via phone, email, chat, and more.

You've got questions... we've got answers!

Q: Why did Neat stop supporting its legacy software?

A: In March of 2016, Neat announced the retirement of our legacy software. We didn’t make this decision hastily. After analyzing light years of data, we agreed with the tech gods that having software in the cloud makes everyone’s lives easier. Yours: because now you can access your data from anywhere, anytime. Ours: because we can focus on making Neat’s cloud software the best it can be without managing OS updates from Windows or Apple.

Q: Do I have to pay for Neat’s cloud software? If so, how much does it cost?

A: While customers using the legacy desktop application may continue to do so indefinitely at no cost, we want to make sure you’re aware that agent support, updates, and bug fixes to these versions are no longer available. For continued support, there is an active community support portal available HERE.

As a long-time Neat user, you have access to an exclusive offer for Neat’s cloud software that will cut the price drastically for your first year! For everyone else, our annual plan is $149.99 per year, for YOU it’s just $79.99 per year!

Q: Is my data safe in the cloud?

A: It sure is! We use bank-level SSL security as well as 256 bit AES encryption. Long story short, this level of encryption represents approximately 340 undecillion (that’s 340 followed by 36 zeros) possible combinations that hackers would have to sort through in order to decrypt your information.

Q: What about my Neat scanner?

A: You can still use your Neat scanner, however, we’ve decided instead of trying to beat ‘em…let’s join ‘em! Now, you can use many 3rd party, TWAIN and Image Capture compliant scanners with Neat!

Q: Since I’ve been a loyal customer, will I get a discount for Neat’s cloud software?

A: You sure will! As mentioned above, YOU qualify for an exclusive offer that will save you a nice chunk of change!

Q: What about all of the data I already have in there?

A: Neat is here to help. We will support you through the migration and any time in the future. Our team will work directly with you, to ensure all of your data is transferred and available to you in Neat’s cloud software.

Q: How easy will it be to learn how to use Neat’s cloud software?

A: A piece of cake! Easy as pie! The look and feel is similar to what you have been accustomed to using in our legacy version. For an additional level of support and training we offer weekly webinars, videos and in-app live agent contact.

Exclusive offer to get started using Neat's cloud software*

Pricing
$7.50/mo.

( $89.99 annually)
$7.58/mo.

( $90.99 annually)
$8.99/mo.
$9.99/mo.
$12.50/mo.
$6.67/mo.

($149.99  $79.99 annually)
$9.99/mo.
$4.17/mo.

($119.99  $49.99 annually)
$14.99/mo.
Try For Free
$20.83/mo.

( $249.99 annually)
$24.99/mo.
Try For Free
Buy Annual &
Get 2 Months Free!
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.
$6.67/mo.
*Billed annually at $149.99  $79.99
$9.99/mo.
$4.17/mo.
*Billed annually at $119.99  $49.99
Billed Monthly

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

Ideal for accounting firms and small businesses with multiple users.
 
Buy Annual &
Get 2 Months Free!
TRY FOR 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
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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

*Annual Neat Premium plan is $79.99 for 1 year. It will renew at $149.99 after that time. Discount not applicable on prior or canceled orders. New Neat Cloud plan subscribers only.

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