Focus on Your Patients, Not Your Paperwork

As a medical or health care provider, your practice can get hectic. Cold and flu season coincidences with tax prep, and spring cleaning injuries with tax deadlines. Your practice not only needs to care for patients, but must also manage records and bookkeeping. Fortunately, Neat software can eliminate paper-based bookkeeping tasks, which allows you more time with your patients.

Thousands of Medical and Health-Related Practices Use Neat Every Day... Here's Why

  • Record copies of receipts, invoices, statements and other documents using a scanner, mobile device, email or imported file
  • Create, print and send expense reports, spending and tax reports for accounting oversight
  • Keep up to date with Federal Tax Requirements for document retention
  • Search and retrieve electronically stored files using keywords
Pricing
$7.50/mo.

( $89.99 annually)
$7.58/mo.

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

( $149.99 annually)
$9.99/mo.

( $119.99 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
$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.
*Billed annually at $149.99
$9.99/mo.
*Billed annually at $119.99
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
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
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