Neat is cloud-based receipt scanner and bookkeeping software that helps you categorize and track receipts, reconcile transactions, and simplify tax preparation. Its features include expense reports, automated document matching, line itemization, and QuickBooks (Online and Desktop) integration. Its monthly fees start at $15, and it’s best for small businesses that manage a high volume of financial documents.
Neat Pros and Cons
Becomes glitchy at times
Excellent scanning capability
Limited to five users
Export transactions to tax software
Search function is clunky
Who Neat Is Best For
- Small businesses that manage a high volume of financial documents: Neat’s Complete plan enables small businesses to manage 10 to 250 financial documents per month or 100 to 3,000 documents per year, including statements, receipts, bills, and invoices. Customized pricing is available to those who need more than 250 docs per month or 3,000 docs per year.
Neat offers two plans with fees that start at $15 per month. The plans vary in terms of the maximum numbers of users and financial documents, the accuracy of data processing, and access to advanced features like bank and credit card streaming, transaction reconciliation, and line itemization.
Pricing & Features
Starts at $35
Starts at $29
Maximum Number of Users
Data Processing Accuracy
*Lump sum billing
**For Complete subscribers, the prices increase as the numbers of documents go up. You may visit the provider’s website to learn more about its pricing information.
Meanwhile, you will be glad to know that you will get two months for free if you subscribe on an annual basis.
Features of the Basic plan include email or chat support, receipt capture, unlimited document storage, and QuickBooks Online integration.
The Complete plan contains everything in Basic, plus bank and credit card streaming, automated document matching, transaction reconciliation, line itemization, QuickBooks integration (Online and Desktop), and business health insights.
Neat Alternatives 2020
Receipt Scanner Apps
Accountants and tax pros who provide bookkeeping and tax services
Small and medium-sized businesses (SMBs) with tons of receipts to scan and very little time to do it
Small businesses that want to manage employee expense reports
Current QuickBooks Online subscribers
Small businesses looking for the best free scanner app
Neat has rich features, such as receipt capture, transaction reconciliation, and advanced data processing, to help you track and categorize your receipts, automate your bookkeeping tasks, match transactions, and file taxes. Let’s look at its top functionalities to help you determine if Neat is the right tool for you.
Scan and snap a picture of your receipt using Neat’s mobile application or drag and drop your documents on your PC. Its optical character recognition (OCR) tool will convert your document automatically into keyword-searchable data.
Categorize your bank transactions and reconcile them with your statement, and upload your data to simplify tax filing.
Advanced Data Processing
For Complete subscribers, you can automate data entry tasks and maximize accuracy with its advanced OCR technology. Its 99% accuracy rate helps avoid data entry errors.
Bank and Credit Card Streaming
Available in the Complete plan, you can link credit card, bank, and loan accounts to import transactions automatically. It also allows you to view all of your financial data in a single platform.
Most Helpful Neat Reviews
Users who gave positive Neat reviews mentioned that it is simple and easy to use. Others are impressed with its excellent scanning capability while some said that its OCR feature is fairly accurate. Unfortunately, there are not many up-to-date Neat reviews available online as of this writing.
Flexible scanning capability
One user who shared a positive review of Neat on Capterra is pleased that it can scan double-sided documents effortlessly. He added that it can scan a variety of sizes, from regular papers and checks to business cards.
Neat Frequently Asked Questions (FAQs)
What does Neat consider as financial documents?
Financial documents include statements, receipts, bills, and invoices.
What does its free trial offer?
Its 15-day free trial gives you full access to all of its features and the ability to upload up to 100 financial documents.
Does it have a mobile app?
You may download it on Google Play and the App Store.
Our Top Receipt Scanner App Providers
In case you still aren’t sure that Neat is right for you, read our article on the best receipt scanner apps. In this guide, we look at a variety of solutions and narrow our recommendations down based on cost, ease of use, and key functions like receipt transcription and accounting software integration.