Neat Lite
- Ideal for individuals looking to track 1099 or personal expenses
- Unlimited Storage
- Mobile Receipt & Document Scanning
- Expense Reporting
- Business Contact Integrations
Neat Premium
- Ideal for small business owners with one user
- Everything in Lite PLUS:
- QuickBooks Online Integration
- File Sharing & Collaboration
- CRM Integrations
- One-on-One Expert Training
Neat Business
- Ideal for small to mid-sized businesses and accounting firms
- Everything in Premium PLUS:
- Up to 5 Plan Users
- Multi-Account/Business Access
- QuickBooks Online or Desktop Integration
- Unlimited Phone, Chat, and Email with Toll-Free Number and VIP Access
Neat Lite
- Ideal for individuals looking to track 1099 or personal expenses
- Unlimited Storage
- Mobile Receipt & Document Scanning
- Expense Reporting
- Business Contact Integrations
Neat Premium
- Ideal for small business owners with one user
- Everything in Lite PLUS:
- QuickBooks Online Integration
- File Sharing & Collaboration
- CRM Integrations
- One-on-One Expert Training
Neat Business
- Ideal for small to mid-sized businesses and accounting firms
- Everything in Premium PLUS:
- Up to 5 Plan Users
- Multi-Account/Business Access
- QuickBooks Online or Desktop Integration
- Unlimited Phone, Chat, and Email with Toll-Free Number and VIP Access
The Neat CompanyPricing Guide
| Features | Lite | Premium | Business |
|---|---|---|---|
| NeatVerify Credits | 0/month | 30/month (receipt verification only) | 100/month (reciept & invoice verification) |
| Support | Email support. Phone support limited to first 60 days | Unlimited phone, chat & email support | Unlimited phone & chat & email with toll-free number and VIP access |
| Integrations | Contact integrations only | All integrations | All integrations |
| QuickBooks® Connections | — | Quickbooks Online Only (Quickbooks Desktop available with add-on fee) | One Quickbooks Online or Quickbooks Desktop connection included |
| Mobile Scanning | |||
| Expense Reports | |||
| Multi-Account Access |
Have Questions?
Start a chat or email us at support@neat.com
How do I download Neat?
Once you start a subscription, you’ll be taken directly to our web application (N0 download required). To scan your documents from a mobile device, download our free mobile app from Google Play or the App Store. You can also text “Get Neat” to 267-367-NEAT (6328) to receive our mobile download link.
How do I integrate Neat with QuickBooks?
Log into Neat, click on your name, and select ‘Integrations’. Navigate to the QuickBooks application and click ‘Connect’. From there, a wizard will open and walk you through the short process. See our support page on QuickBooks integrations for complete instructions.
How do I organize my items in Neat?
You can organize your files any way you like! You can create custom folders, or use Neat’s built in folder structure to automatically sort receipts, bills, checks, and other documents.
How can I use my scanner to add documents to Neat?
Download the Neat Desktop Scan Utility to connect any TWAIN compliant scanner to Neat. Drivers for Neat scanners are available for both Windows and Mac.