Financial documents include receipts, bills, invoices, and statements. Free trial users may upload up to 100 financial documents.

 All financial documents (see above). Other items, such as mileage, contacts, general documents/pdfs, and checks will NOT impact your limit.

If you are on a monthly plan, you will be billed .50 cents for each document over your limit (up to the next tier amount) Once you hit the next tier amount — which differs per plan — you will need to upgrade to that or a higher tier in order to continue adding documents. For an annual plan, there are no overages. Once you hit your document limit, you will be provided an option to renew your plan early OR switch to a monthly plan. Note, you can always go back to an annual plan at any time.

 For monthly plans, they do not rollover. The limit (based on your selected volume) will reset at the beginning of each billing month. For an annual plan, however, you’ll have the total amount for the year. In other words, if you’re on a 100 document plan, you’ll have a total of 1200 documents you can add for the year. If you reach that limit, you’ll have two options. (See above Q/A)

Standard processing is the industry-standard of 80% accuracy for each document that goes through OCR and parsing. Advanced data processing is included in all of Neat’s Complete plans and adds an additional layer of human verification to ensure 99% accurate OCR and parsing of the document. 

Yes, you can change from a Basic to a Complete plan at any time.

Yes, Neat offers a 15 day, no credit card required free trial. During the 15 days, you will get full access to all Complete product features and can upload up to 100 financial documents.

Neat accepts all major credit cards and PayPal.