Neat

Documents Organized. Data Utilized. Business Simplified.

Key benefits

  • Automated receipt and invoice capture - scan, take a picture, email or import expense documents into Neat. Plus, Neat's patented parsing engine automatically pulls fields from a receipt or invoice to eliminate manual data entry.
  • Robust categorization and organization - smart categorization and an easy-to-use folder structure ensure document retention. With Neat, you get unlimited document storage and bank-level security, too.
  • Streamlined processes - eliminate steps and time with transaction processing, spend tracking, expense reimbursement, document retention, tax preparedness and audit.

How it works with QuickBooks

An integrated solution, Neat is simple to get started and connects with your QuickBooks account in just a few steps. With Neat, you gain automated receipt and invoice capture, accurate data recording, robust categorization and organization, and unlimited document storage and retention.

Details

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.

Try Neat free today! We offer a free 30-day Premium or Business trial that gives you complete access to every feature of Neat. This is our most popular plan and we want you to understand the full capability of Neat.


PLAN PRICE USERS DETAILS
Premium $14.99/mo 2 Perfect for businesses with more than 1 employee in need of sharing capabilities and integrations with accounting platforms. Includes QBO integration, QBD integration available for an additional charge.
Business $24.99/mo 5 Perfect for small to medium businesses in need of sharing capabilities, integrations with accounting software, unlimited storage, and more! Includes QBO and QBD integrations. Additional QBD connections available for additional charge.

Video tutorials, knowledgebase articles and contact support options are all available to make your Neat experience a success!

Contacts

866-898-3253
Online support:
http://www.neat.com/support/


FAQ

Can I use my Intuit account to sign into Neat?
Yes! Look for the Intuit button, at https://cloud.neat.com.
What transaction types can Neat help me send to QuickBooks?
Checks to reimburse employees for out-of-pocket expenses, bills for accrual-based expense reimbursement, credit card transactions for matching with online banking, and bills to be paid to vendors.
What Neat products can I use to gather my receipts?
Neat scanner or any 3rd party scanner; plus you can email in, import in or use the Neat mobile app to snap a picture.
What information does Neat send to QuickBooks?
Category, Vendor, Product, Project, Class, Location, Payment Type, Employee