Scan

Scan in the Neat Software (Essentials, Premium, Business Plans)

Learn all about scanning in the Neat Software. Scanning is the fastest way to add new items to your Cabinet in Neat. You can choose to scan items in using your Neat scanner, or any TWAIN compatible scanner. Make scanning even easier by modifying your settings to make Neat remember your scan color or item type preferences, and more. Follow the easy steps below to start your first scan.

Please Note: If you run into any problems scanning in the Neat Software, click here to view our troubleshooting guide.


Scan with Neat scanners

Click here to learn more about how to use any Neat scanner – NeatReceipts, NeatDesk, or NeatConnect – with the Neat Software.
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Scan with third party scanners

In addition to Neat scanners, you can use any TWAIN compatible scanner with the Neat Software. Click here to find out more about using third party scanners with Neat.


Access scan settings

The Neat Smart Organization System makes it easy to change the settings for your scans with its persistently visible scan settings menu. Walk through a brief synopsis of the scan settings here, or click the links below to view instructions on changing individual settings.

  • Set scan color
    You can scan items in color or in black-and-white. Learn how to change this setting here.
  • Set single/double-sided scan
    You can scan one-sided or two-sided items. Learn how to change this setting here.
  • Combine pages into single item
    You can easily combine multiple pages scanned into the Neat Software into one item. Learn how to change this setting here.
  • Set auto-detect item
    Tell Neat to automatically detect the type of item being scanned in. Learn how to change this setting here.
  • Set item type
    Tell Neat to  recognize a scanned item as a receipt, document, or contact. Learn how to change this setting here.

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Scan directly to Neat

Neat gives you the option of scanning items directly to your computer or directly into the Neat software. Click here to learn how to scan directly into the Neat Software.
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Scan directly to your computer

Neat gives you the option of scanning items directly to your computer or directly into the Neat software. Click here to learn how to scan directly to a folder in your computer with the Neat Software.
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Select multiple scanners

In the Neat Software you can connect to multiple scanners and select which scanner you would like to use before each scan. Follow the steps in this article to learn how to access the list of scanners you have connected to the Neat App.


Scanning Help!
If you run into any problems scanning in the Neat Software, click here to view our troubleshooting guide.