Plans & Pricing2019-11-07T12:33:55-05:00

Simple, No-Nonsense Pricing

Complete

Connect directly to bank and credit accounts to view, reconcile and manage all transactions.

Pay Annually
20% OFF!
Pay Monthly
1,200
DOCS PER YEAR
$29/mo.
BILLED ANNUALLY
100
DOCS PER MONTH
$35
BILLED MONTHLY
3,000
DOCS PER YEAR
$62/mo.
BILLED ANNUALLY
250
DOCS PER MONTH
$75
BILLED MONTHLY
12,000
DOCS PER YEAR
$208/mo.
BILLED ANNUALLY
1,000
DOCS PER MONTH
$250
BILLED MONTHLY
BUY NOW
Features
5 Users

Connect your bank, credit card and loan accounts to automatically stream transactions into Neat.

Scan, snap a picture using our mobile app, email, or drag and drop documents into Neat and our OCR software will turn your paper document into usable, keyword-searchable data.

Stay organized with unlimited storage for non-financial documents.

Match receipts and invoices to bank and credit card transactions directly in Neat.

Mark matched financial documents and bank transactions as reconciled and export to your accounting system to simplify tax filing.

Split, add, edit and delete line items within the same receipt in your Neat account.

Highest level of accuracy combining human verification with optical character recognition (OCR) and parsing.

Send all expense data directly to QuickBooks. Images of financial documents are automatically attached. Click here to learn more about our integrations.

Have questions or need help getting started? Customers on the Complete plan can schedule 1:1 training, or contact support via phone, email, or online chat.

Updated dashboard to include real-time accounting KPIs like your business’ net profit, sales, cash flow and more! We expect Insights to be released before the end of 2019.

Basic

Keep all your documents in a central location via mobile capture, scan, import, or email.

Pay Annually
20% OFF!
Pay Monthly
1200
DOCS PER YEAR
$13/mo.
BILLED ANNUALLY
100
DOCS PER MONTH
$15
BILLED MONTHLY
BUY NOW
Features
1 User

Scan, snap a picture using our mobile app, email, or drag and drop documents into Neat and our OCR software will turn your paper document into usable, keyword-searchable data.

Stay organized with unlimited storage for non-financial documents.

Industry-standard optical character recognition (OCR) and parsing.

Send all expense data directly to QuickBooks. Images of financial documents are automatically attached. Click here to learn more about our integrations.

Need support? Contact us anytime via email or chat.

Have Questions?

Start a chat or email us at support@neat.com

What does Neat consider to be a ‘financial document’?2019-10-28T14:40:56-05:00

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

Which items impact my document limit?2019-10-08T15:59:36-05:00

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

What if I exceed my monthly/annual document allowance?2019-10-16T15:03:25-05:00

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.

Does my unused document count rollover?2019-10-16T15:03:36-05:00

 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)

What’s the difference between standard and advanced data processing?2019-10-16T15:08:33-05:00

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. 

Can I change my plan?2019-10-16T15:08:45-05:00

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

Do you offer a free trial?2019-10-28T14:38:38-05:00

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.

What payment types are accepted?2019-10-16T15:08:58-05:00

Neat accepts all major credit cards and PayPal.

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