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Pay Annually
Pay Monthly
2 Months Free 4 Months Free!
 
Basic
Expense capture, storage and reporting,
for one low price
$13/mo.
Billed Annually
1,200 DOCS/yr
$15
Billed Monthly
100 DOCS/mo
Neatly store up to 1,200 financial documents including receipts, bills, invoices and statements
Users
One user
Support
Get support by chat or email
Data
80%
Industry-standard data processing accuracy
Features
Receipt capture

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.

Expense, tax + spend reporting

Generate reports for general business expenses as well as tax reporting that can be downloaded or emailed.

QuickBooks Online integration

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

Best Value
Complete
The full Neat package with bank streaming, transaction reconciliation and business insights
$29/mo.
$24/mo.
Billed Annually
$35
Billed Monthly
$62/mo.
$50/mo.
Billed Annually
$75
Billed Monthly
$208/mo
Billed Annually
$250
Billed Monthly
1,200 DOCS/yr
1,200 DOCS/yr
3,000 DOCS/yr
over 3,000
100 DOCS/mo
300 DOCS/mo
over 300
100 DOCS/yr
Neatly store 12,000+ financial documents including receipts, bills, invoices and statements.
Neatly store 1,200+ financial documents including receipts, bills, invoices and statements.
Users
Up to five users
Support
Get support by phone, chat or email
Data
99%
Advanced data processing accuracy
Features
Receipt capture

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.

Expense, tax + spend reporting

Generate reports for general business expenses as well as tax reporting that can be downloaded or emailed.

QuickBooks Online + Desktop integration

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

Bank + credit card streaming

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

Automated document matching

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

Transaction reconciliation

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

Line itemization

Split, add, and edit items within the same transaction in your Neat account.

Business health insights NEW

Updated dashboard to include real-time accounting KPIs like your business’ net profit, sales, and more! The net cash flow insight is now available with Complete plans.

 

FAQs

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

What does Neat consider to be a ‘financial document’?

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

Which items impact my document limit?

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?

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?

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?

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?

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

Do you offer a free trial?

Yes, Neat offers a 15-day free trial. During the 15 days, you will get full access to all Complete product features and can upload up to 100 financial documents.

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