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.

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Reviews of Neat

Average score

Overall
4.0
Ease of Use
4.0
Customer Service
3.6
Features
3.8
Value for Money
3.7

Reviews by company size (employees)

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

Best serive EVER!

5.0 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!

Dr Marshall
Foundation President & Mayor (Emeritus) in US
Used the Software for: 1+ year
Reviewer Source

In converting to the new software from the legacy version I lost all my scans from 2012 to 2016

4.0 5 years ago

Comments: I receive organized storage & recall of important documents of my enterprises for legal, accounting, privacy, and other business issues.

Pros:

I like the ability to scan & organize my documents & papers. Parsing & saving to the cloud add to its value. Welcome extras include scan to computer, scan to email, email a scan, and scan to Neat Solutions software. The search feature is a plus as well. I like the ability to zoom in & out on docs, rotate docs & print them.

Cons:

1) incessant logins required & quite maddening! The software times out way too quickly and requires another log-on to get back where I left off. 2) Unlike your early version I can not double click (or use any command at all) to instantly enlarge the document to full size in order to read the microscopic size characters and numbers on the scanned item therein! 3) I must repeat the entry of repetitive titles of accounts, etc. You eliminated the auto-fill feature that was soo handy! 4) I absolutely HATE the inability to add a scanned supplemental document (scan) to a previous scan that has already been saved!!! YES. We can add more pages to a scan before the batch is saved. Big Deal! 5) It takes forever for a 3 or more page scan to process. If I have multiple scans I go on to do other work between them until "processing" is done. However since I have notes, titles, dates, and categories to type in, I hate to have my train of thought & work flow flubbed up! Any wait for processing to finish invariable results in the need to sign in again....and there's no ability to save the password associated with the log on....the way I can for all my banks & investments. Today we have many ways to quickly & safely enter passwords, so how about it? The preceding was my top 5 intense dissatisfactions relative to the software. Tsk-tsk! You didn't ask about customer support.Dr

Neat Response

5 years ago

Thank you for taking your time to leave your review. Your feedback is very valuable to us. We at Neat understand the need for additional features, such as those that were available on previous versions of the software. Neat is working hard to provide features users found beneficial and soon will be available.

Ralph
CEO in US
Accounting Software, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Data Kidnapping

1.0 last month New

Comments: Holds data effectively hostage and constantly increases subscription cost.

Pros:

not much. Scans paper and uploads it to the cloud.

Cons:

There is no functionality to export data other than to export the whole database making it virtually impossible to switch to another system if one has a lot of data.

Emily
Office Manager in US
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!

5.0 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!

Shimon
Canada
Computer Software
Used the Software for: 1-5 months
Reviewer Source

Bad choice after bad choice from struggling company

4.0 6 years ago

Comments: The latest version of the desktop software from Neat (5.7) is not longer supported, so it's on the death row. Instead, it was replaced by much less potent cloud version. While I believe some may find cloud solution appealing, many small shops don't want to hear about cloud and were happy with desktop version. It allowed to categorize receipts, export into numerous software choices (excel is one of the most popular one, but quicken and quickbooks are there too) Now, that desktop version is no longer supported/developed, they left many customers in shocking state looking around for alternatives, like Fujitsu's SnapScan Receipts and Mariner Software's Paperless (both are excellent alternatives, by the way) It's a shame the company follows some internal misguidance instead of listening to the customers, but I guess this is how software business works these days. Everybody wants buzzword cloud.

Pros:

- Allows to categorize receipts and provide instant summary (e.g. Meals Receipts) of the amounts for the accountant. - Distinguishes between documents, receipts and business cards - Easy to use - Stores everything in local database, which is easy to backup/restore (did it few times flawlessly) - Naturally supports NeatReceipts scanner

Cons:

- Abandoned to much worse cloud solution - Will stop working sooner or later - Not supported any longer - No new features are developed (e.g. templates for various business categories) - Lack of support whatsoever in general - Not many variety of scanners is supported. Very picky in their choice.