What Is Neat?

Do your bookkeeping in minutes from anywhere. Neat is the easy-to-use small business accounting and bookkeeping software that replaces the guesswork of spreadsheets, handwritten records, and manual invoices. Increase efficiency with real-time reporting, mobile receipt capture, fuss-free customer billing with online payments, and more. Perfect for small teams, add up to five users to one account. Access unlimited, personalized support. 30-day money back guarantee. Try for free today!

Who Uses Neat?

Small business owners with up to 10 employees who want to increase operational efficiency, gain real-time insights about their finances, and optimize the customer billing process.

Where can Neat be deployed?

Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)

About the vendor

  • Neat
  • Founded in 2002
  • 24/7 (Live rep)
  • Chat

Countries available

United States

Languages

English

Neat pricing

Starting Price:

US$288.00/year
  • Yes, has free trial
  • No free version

Neat does not have a free version but does offer a free trial. Neat paid version starts at US$288.00/year.

About the vendor

  • Neat
  • Founded in 2002
  • 24/7 (Live rep)
  • Chat

Countries available

United States

Languages

English

Neat videos and images

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Compare Neat pricing with similar products

US$288.00/year
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Features of Neat

  • Access Controls/Permissions
  • Accounts Payable Software
  • Archiving & Retention
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Collaboration Tools
  • Compliance Tracking
  • Document Capture
  • Document Management Software
  • Document Storage
  • Expense Tracking
  • Financial Reporting Software
  • Full Text Search
  • Multi-Currency
  • Optical Character Recognition

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Reviews of Neat

Average score

Overall
4.1
Ease of Use
4.0
Customer Service
3.7
Features
3.9
Value for Money
3.7

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Hersh G.
Hersh G.
Owner in Hong Kong
Verified LinkedIn User
Entertainment, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source

Best serive EVER!

5 3 years ago

Comments: Running a bank account with a bank that is actually there for you and is extremely proactive.

Pros:

I have never ever come across such a flawless experience. Their clean webpage, the efficiency of opening a bank account, the security entailed in it, the professionalism of their compliance, and most of all their exceptional service. You can reply to generic emails they send you, you can contact them on the webpage with any question and they will be there for you. They will get back to you with links and solutions etc. Again, their service is amazing and I am sure anyone will be extremely satisfied working with them. they have a deal with stripe where new startups don't pay stripe fees.

Cons:

I haven't explored thier integrations yet. Once I do I will update.

Neat Response

3 years ago

Thank you for submitting a review! We are very happy to hear that you are enjoying Neat! Awesome to know you are utilizing our features and are enjoying the Neat experience!

Emily K.
Office Manager in U.S.
Verified LinkedIn User
Entertainment, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Recycle your documents and keep an archive on your computer!

5 3 years ago

Comments: It's solved storage space problems with various documents. We keep copies of agreements, employee paperwork, checks, and etc. We used to have huge file cabinet drawers full of various paperwork, however, once we got this software and scanner, we were able to recycle all the documents and organize everything in our computer system in the office. We have cleared up so much storage space using this software alone. This also is more reliable as well, as we are able to look up anything we need and need not worry about losing anything important. It's been helpful to us if we have to look up something for our clients instead of having to sift through papers. It's made customer service a whole lot easier. The organization is simple with this software as well. You can have it stored on your computer and use whatever method of organization you like. If you don't have this, I recommend it.

Pros:

I love the fact that it can scan double-sided documents without any more effort than single-sided documents. The fact you can scan a variety of sizes from checks, regular paper, to business cards is amazing. It doesn't take much desk space, which is a major plus. It's been helping keep our office organized and help save the planet so that we don't have to keep drawers full of papers, we can scan, recycle, and move on.

Cons:

There's nothing I don't like about it. Like all other pieces of technology, you may have errors, but those are easy to fix with a re-scan or a simple reboot.

Neat Response

3 years ago

Thank you so much for writing a review! We are glad to hear that you have been staying Neat with us! Keeping you rganized is our goal. Thank you again!

Michael M.
Owner in U.S.
Farming, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

A good idea when it started, but they lost their way...

3 2 years ago

Comments: What part of Data hostage should I describe? The reports are bad, but after my legacy crashed, I tried to access my old records and they are unavailable unless I pay for a subscription. The cloud is slow for me, no solution for that, NEAT doesn't care or help. I am actively seeking a better solution, or maybe just a different solution, one that is not just marketing to large cash flows and big margins. My overall experience with the cloud based solution is that for rural areas without high speed internet it is unsatisfactory. Discounting the slow rural as my issue, I was also not impressed with the reporting module. And as a final word, if you need to rely on the images of your scans in an audit, good luck. When I tried to print them the resolution was so bad as to be totally illegible. No IRS auditor will accept them as a valid record unless you are willing to turn your computer over to the IRS so he can see the original scans.

Pros:

I like the compact scanner hardware, double sided scanning with no extra effort, ability to scan to a PDF or print a scanned PDF to NEAT. I like the ability to scan colored receipts that might not be legible in a grayscale or B/W scan. The scanner is fast, and the initialize button on the scanner itself is pretty handy when scanning a large pile of receipts. The OCR component is fairly accurate, I would say the Legacy OCR is about equivalent in accuracy to the cloud based premium version of 99%. I like that the software reminds you to backup at set intervals (obviously not an issue on the cloud system).

Cons:

Neat lost their way as a cloud based service. They say safe, I say Expensive. Once you are on their cloud, if you don't pay you lose your records until you do, & they are expensive. I tried the cloud system, but b/c my internet is rural (slow), the throughput was abysmal. I tried a compromise solut'n, NEAT legacy synced to the cloud service. I did this because legacy was written so poorly that it would utilize all of the memory on a large report & then crash. Support tried many times to ascertain the reason for the crashes. They blamed the computer, OS, & the user, never NEAT, & never found a solution. Reinstalled a dozen times, tried three computers w/ 4 versions of Win (Vista, 7, 8 and 10) & 32 Bit & 64 Bit ver of 8 & 10. My thinking was that I could scan & process on legacy & Sync with the cloud for reporting. Wrong...the cloud service had even less flexibility than the half formed legacy software w/ regards to reports. Legacy was rudimentary, the cloud service was worse. Consequently, I dropped the cloud service & muddled along with Legacy for another few years, guess I will again, but I dislike it & the cloud is worse. After Win 10 fall update, legacy fails to init. On a whim I tried to access my old data, surprise, must subscribe. Data hostage. Imagine that! Final note, the scanned images can not be resurrected with a printer due to poor Resolution. I have nothing good to say about NEAT, the few stars I gave are for legacy, not cloud. BUYER BEWARE!

Neat Response

2 years ago

Thank you for submitting a review! We deeply apologize for any inconvenience or miscommunication that was caused. The legacy software that you are referring to has been retired for years now and has not had any updates for quite some time. Neat aslo does not hold any data hostage. All of your data can be stored directly onto your computer. If you do require any additional assistance, please take a look at our retired products community here - https://support.neat.com/retired

Elwood G.
Independent Financial Advisor in U.S.
Financial Services Software, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

A key business software.

5 3 months ago

Comments: I have used Neat since it started in business and rely on it.

Pros:

I have used Neat Books since it came out and it is key to running my business.

Cons:

I always shudder when they "upgrade" the software since I then have to learn the new way of doing things. Luckily their client support is excellent.

Neat Response

3 months ago

Thank you for submitting a review! We are happy to hear that you are enjoying NeatBooks! We Thank You for choosing Neat!

Ginger S.
Ginger S.
Operations Manager/Bookkeeper in U.S.
Verified LinkedIn User
Real Estate, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

Great if they allowed software not in the cloud

5 4 years ago

Pros:

The scanner software is great and the documents scan well

Cons:

They no longer support a software and want you to store all your scanned documents in the cloud. We only store on our firewall protected server. I'm not paying for document storage so we will use the old software until it will no longer work.

Neat Response

4 years ago

Hi Ginger, Thanks for your review. While we no longer provide updates for the retired software, you are certainly free to continue using it on your computer. We do want to let you know that we provide bank level encryption security for our cloud service and have focused on the cloud because it allows us to provide unlimited storage at no extra cost, access from any web browser to view and share your information, and you can scan from virtually anywhere to the cloud via the Neat mobile app included free with subscriptions to Neat's cloud service. We'll be here whenever you are ready to try Neat's cloud service.