
Review Summary
Premium Bundles
There's a Smart Organization System for everyone. By bundling their powerful Premium plan with the scanner of your choice, you'll create the perfect way to get organized and be more productive.
NeatReceipts Portable Scanner
Be organized wherever you go with this portable scanner, transforming receipts, business cards and other documents into useful digital files.
USB-powered; no AC adapter required
Scans one page at a time
1-sided scanning in B&W or color
Neat Premium Software
InDocument Identification
Neat patented InDocument Identification Technology transforms the words and numbers on your page into useful, usable data.
Item Type Recognition
With the magic of ID2, there's no need to enter data by hand. Neat recognizes the type of item you are scanning and the important information it contains.. They realize your time is valuable; let Neat handle the data entry so you can spend time on more important matters.
Receipts
Neat quickly captures information like Vendor, Date, Amount, Tax and Payment Type.
Business Cards
Neat transforms business cards into digital contacts, instantly recognizing all of the contact information.
Invoices
Neat runs InDocument Identification on every word of every document, so you can keyword search anything.
Mobile
The Neat app transforms your device's camera into a powerful smart scanner that's always at your side, making it easy to stay organized.
Scan Anywhere
Neat travels with you wherever you go. Eliminate receipt clutter from your wallet and send the important information to Neat instead. Capture receipts, business cards and documents with the snap of a picture, then upload them straight to Neat using the app.
Expense Reporting on the Go
The mobile app is especially helpful for tracking expenses while traveling for business. As soon as you have a receipt, just scan and import it into Neat. At the end of the trip, you'll be able to create an expense report with the click of a button. Easy and efficient-now that's Neat!
Import
Simply drag and drop any PDF or image files and Neat automatically detects and extracts key information from your files.
Importing Information
There are several ways to get your documents into Neat. Drag and drop files from your computer, use their app on your mobile device, email files to your neat address or scan via your all-in-one device or scanner. Once your documents have been imported, their proprietary InDocument Identification Technology automatically identifies and enters key information (like vendor, date, amount, payment type, etc.) from your receipts and invoices.
Accepted File Types
From PDF contracts to JPEG graphics (and everything in between) Neat has you covered. Import them all and They will take care of the rest.
Email In
Forward emails and attached documents directly to your Neat account.
Email Documents to Neat
Every user gets their own unique @neat cloud email address so e-receipts, electronic invoices and other digital documents all have a home in Neat, right alongside your scanned paper. It doesn't matter where an item comes from-if it's important, it belongs in Neat!
Forwarding
Getting an electronic item into Neat is as simple as forwarding an email to your Neat account. Neat will automatically create one entry for the email itself and one entry for each attachment included in the email. Then they will work their InDocument Identification Technology magic on everything you send in.
Everywhere Access
You'll always have access to your documents in Neat, whether via mobile app, desktop application or web browser.
Access Your Information Anywhere
Changes you make on one device will automatically be reflected anywhere else you view your files. That means you no longer have to worry about what computer a file is on or whether or not you emailed that file to yourself for when you need it later. All that's required to utilize Neat's robust suite of services from anywhere is Internet access.
Mobile & Tablet App
Scan, import, verify and access all your important files with ease. Their mobile app allows you to take advantage of all Neat's features from any mobile device.
Desktop & Web Access
Neat's desktop software can be downloaded to any computer requiring minimal memory to run. Or, simply log into cloud.neat.com to access and share all your files from any web browser.
Secure
They are committed to security and employ ironclad safeguarding tactics to keep your information protected and safe.
Ultimate Security for All Your Files
When your documents are in Neat, they're not only synchronized between your various devices, they're also securely backed Upon their servers. That means that a lost phone or broken computer no longer means lost files.
Your Information is Safe With Neat
Neat uses encryption technology known as Secure Socket Layer (SSL) to ensure that your personal information stays private. They also employ bank-level 256-bit encryption technology to protect all your important documents. When it comes to your documents' security, there's no safer place than in Neat.
Verification
NeatVerify is an optional service that ensures 99% accuracy for the key data automatically extracted from receipts and business cards.
Your Own Personal Assistant
Verify the information extracted from mobile captures, scans, uploaded files, receipts, business cards and more with the help of NeatVerify. They ensure 99% accuracy.
Double Checking Your Data
30 NeatVerify credits are included for free each month with a Premium subscription and you'll have the option to select which items you want verified. Once submitted for verification, your file will immediately be securely sent to one of their experts for confirmation that the extracted information matches the original. In minutes, it will return to your inbox-safe, secure and verified for accuracy.
Accounting
Neat makes accounting workflows a breeze by integrating directly with popular applications such as QuickBooks Online, etc.
Integrates With QuickBooks Online
Neat fully integrates with QuickBooks Online, allowing you to manage expenses, bills and other finances all with one simplified workflow. For example, you can send invoices from Neat right into QuickBooks Online to easily keep track of payments due-freeing up data entry time so you can focus on what's important.
Works Well With Others
You'll always be able to find a format that works for you - Neat exports to all file formats used by popular accounting software.
Expenses & Reporting
It's easy to keep up with your finances with the help of Neat.
Finances Simplified
Neat helps make tax time less taxing and managing your finances more of a breeze. Taking information directly from your receipts, Neat eliminates the time-consuming process of entering information by hand. It'll make you - and your accountant - a whole lot happier.
Creating Expense Reports
Whether you're generating a report on office expenses for the quarter or what was spent on gas last month, Neat's simple and intuitive reporting interface will let you get the results you want with no hassle.
Manage Contacts
Neat lets you turn that towering stack of cards on your desk into an organized and efficient digital contact system.
One Click Contact Integration
They have added integrations with LinkedIn, Google Contacts and Outlook.com that make it easier for you to send those contacts to your favorite digital address books!
Collaborate
Collaborate with other by sharing comments, files and folders without the need for bulky email attachments.
Commenting
Select a folder, tap the Share icon and share read-only access to that folder. You'll be able to view and add comments to items in shared folders, for convenient collaboration. Comments appear in a conversation-like exchange from each user.
Share Your Neat Files And Folders
Neat makes it easy to work with others, even if they aren't Neat users. You can even have multiple users for one Neat account, making it perfect for small businesses or families.
Email Campaigns
Streamline email campaigns by sending contacts in Neat to Constant Contact, Campaign Monitor and MailChimp.
Simplify Email Campaigns
You can even choose which marketing list to add the contacts to. This means no more data entry to enter the contact information since Neat automatically identifies and extracts key information from business cards, allowing more time for you to optimize your campaigns.
Grow Your Subscriber Base
How many potential recipients have missed out on your emails simply because you misplaced their business card or didn't have time to add them to your contact list? Now you can import contacts from email signatures and business cards in one simple step.
Search
Every word of every item in Neat is easily searchable, so you can find anything quickly.
Organization
Arrange your files any way you want with Neat's adaptable folder structure.