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About Neat

The Neat software platform provides small businesses, particularly those with a high volume of monthly expense transactions with the need to streamline the storage and organization of all business documentation, with the ability to quickly enter or import and convert document images into a digital data format. Neat helps organize and categorize the data and satisfy business reporting needs related to accounting and taxes. Neat is also a valuable solution for document retention for audit preparedness, provides the ability to create and leverage a variety of spending report and analysis tools, and offers integrations with contact management and marketing automation tools.

Screenshots & Videos

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Pricing

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • Online

Neat Features

Expense Management Features

Reconciliation Summary

A statement prepared to report total outstanding payments and receipts.

Tax Claim

Helps with tax reclaim on expenses and maximizes the tax benefit of the organization.

Bank Feed Sync

Can sync with bank notification and fetch expenses to make entries in the record book.

Receipt Scanner

OCR (Optical Character Recognition) tool to scan and upload a paper receipt to make entries on the go.

Spend Control

To reduce spending and prevent unauthorized use by setting transactional control.

Third-party Integration

Offers synchronization with third-party applications

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Card Spending Tracker

Automatically tracks the expense done using a linked debit or credit card.

Multi-level Approval

A sequential and thorough review process to approve expenses.

Receipt Management

Store and manage receipts of the expenses incurred by the employees.

Multiple Reporting Currency

Reports entries from different origin currencies in the native exchange rate.

Reimbursement Management

Helps in managing employee expenses claims and regularize the approval process.

Expense Approval

Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected.

Mileage Tracking

Facilitates tracking mileage automatically and stop recording when a location is reached & it can produce IRS compliant reports

Neat Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Screenshots of Vendor Pricing Page

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Pricing screenshot

Disclaimer: The pricing details were last updated on 24/03/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Neat Pricing.

Neat Alternatives

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Neat Reviews

User Rating

4.5/5 (Based on 2,193 Ratings)

Ratings Distribution

  • Excellent

    78.2%
  • Very Good

    8%
  • Average

    3.8%
  • Poor

    2.3%
  • Terrible

    7.8%

Do You Use Neat?

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Review Summary

Users appreciate Neat's user-friendly interface, highlighting its ease of use and intuitive design. The platform's ability to seamlessly integrate with various accounting software and financial institutions is also praised for streamlining workflows. However, some users have expressed concerns regarding occasional glitches and bugs that hinder the overall user experience. While customer support is generally well-received, a few users have reported challenges in reaching support representatives promptly. Additionally, some users have suggested improvements in reporting capabilities and customization options to enhance the platform's functionality further.

Pros

  • Streamlined invoice management reduces manual labor and saves time.
  • Enhanced collaboration and efficiency with realtime document sharing.

Cons

  • Occasional user interface glitches may hinder the user experience.
  • Limited integration with certain accounting software can be a drawback.

Neat User Reviews

AI-Generated from the text of User Reviews

Videos on Neat

Neat FAQs

What is Neat used for?

Neat is Expense Management Software. Neat offers the following functionalities:

  • Reconciliation Summary
  • Tax Claim
  • Bank Feed Sync
  • Receipt Scanner
  • Spend Control
  • Third-party Integration
  • Time & Expense Tracking

Learn more about Neat features.

What are the top alternatives for Neat?

Does Neat provide API?

No, Neat does not provide API.

Neat Contact

Vendor Details

Philadelphia, Pennsylvania Founded : 2002

Contact Details

Not available

https://www.neat.com/

Social Media Handles

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Neat Integrations

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