The Neat Company was created in 2002 and ran a desktop software to manage expenses and documents. It soon after created NeatReceipts sheet-fed scanner to track expenses more easily and document them straight into the software. And in more recent years The Neat Company has turned almost completely digital, creating software that can scan and track expenses from your phone.

The Good

  • Free 30-Day Trial on Premium Accounts
  • Up-to-Date
  • Different Plans for Different Situations
  • Organizational Help

Free 30-Day Trial on Premium Accounts

Unlike many of its competitors, The Neat Company allows customers to try out its best software plans for up to 30 days. Many of its competitors have a free trial, but it is on the basic plans and does not give access to all that The Neat Company provides.

Up-to-Date Software

The Neat Company’s software is not only up to date but is among the most innovative companies we have seen. Since creating the first receipt scanner in 2002, The Neat Company has continued to work on this software and has led the expense management industry in simplifying receipt scanning and organizing.

Different Plans for Different Situations

The Neat Company offers Lite, Premium, and Business plans:

Lite:

  • Unlimited file storage
  • Mobile receipt and document scanning app
  • Configurable file organization
  • Expense reporting
  • Business contact integrations

Premium:

  • Everything included in Lite
  • Human verification (receipts and contacts)
  • QuickBooks online integration
  • QuickBooks desktop (add-on fees apply)
  • File sharing and collaboration
  • Email marketing integrations
  • One-on-one expert training

Business:

  • Everything Included in Lite/Premium
  • Up to 5 plan users
  • Human verification (invoices)
  • QuickBooks online and QuickBooks desktop included
  • Unlimited phone, chat, and email with toll-free number and VIP access
  • Multi-account/business access
  • Accountant and bookkeeper edition

Organizational Help

This company allows you to place your files throughout its site anywhere to organize your expenses however you would like. It keeps folders and tabs to help it feel clean and look clean. One of The Neat Company’s goals is to help companies and individuals stay “neat.”

The Bad

  • Pricing

Pricing

The Neat Company pricing is dependent on the plan and if a company chooses to pay annually or monthly:

  • Lite(Basic Plan): $89.99 per year or $8.99 per month
  • Premium: $149.99 per year or $14.99 per month
  • Business: $249.99 per year or $24.99 per month

Although its premium packages are cheap for the industry, its basic plan is a little more expensive. This makes it better for companies but harder on freelancers and independent contractors.

The Bottom Line

The Neat Company, although it does cost a bit more for its basic package, offers lots of benefits to its customers. Along with its expense management services, it is helpful in managing cash flow, collaborating with employees, scanning receipts and documents, and helping your company stay “neat.”

Why Can I Trust Bestcompany.com arrow_drop_down

User Reviews

Star Rating

4.9
starstarstarstarstar_half

51 Reviews

Review Breakdown

5 star
88%
4 star
10%
3 star
2%
2 star
0%
1 star
0%

Sentiment Criteria

Value for your money
starstarstarstarstar_half
Quality of product or service
starstarstarstarstar_half
Customer service
starstarstarstarstar_half
Company trustworthiness
starstarstarstarstar_half
search cancel
starstarstarstarstar

Philomena marcus

February 21st, 2020 Albuquerque, NM

Dolly was excellent and patient with me as I was completely confused. Thank you for everything

starstarstarstarstar

rdplymale

February 6th, 2020 Dry Branch, GA DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Angelina did a great job guiding me in learning "filing in the cloud." Maybe the files will not fall through.

starstarstarstarstar

Melissa Harte

February 4th, 2020 Colorado Springs, CO DETAILS arrow_drop_down
Value for your money
starstarstarstarstar_border
Quality of product or service
starstarstarstarstar_border
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar_border

Once we narrowed down what the issues were that I was having, the experience and patience that I was given by Mary Ann G. could not have been any better! Thank you!!

starstarstarstarstar

Chun Hung Yu

January 22nd, 2020 Austin, TX DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

I had problems with my scanned images. Sarah walked me through the entire process of upgrading from the "orange" software to the "blue" software. She patiently and painstakingly taught me how to use the new software which took care of my problem. I am grateful for her patience, professionalism, and friendliness.

starstarstarstarstar_border

Patti Lynch

January 22nd, 2020 Greenwich, NY DETAILS arrow_drop_down
Value for your money
starstarstarstar_borderstar_border
Quality of product or service
starstarstarstar_borderstar_border
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar_border

Very helpful I am not super computer savvy loads of help thank you

starstarstarstarstar

Jim Couper

January 8th, 2020 DETAILS arrow_drop_down
Value for your money
starstarstarstarstar_border
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

MARY WAS VERY HELPFUL AND ANSWERED AND EXPLAINED IN DETAIL WHAT I NEEDED TO DO AND RESOLVED MY PROBLEM.

starstarstarstarstar

Tina Kimes

December 30th, 2019 Murrieta, CA

Such a kind rep! Thank you Angelina E.! So helpful and patient!

starstarstarstarstar

BCagi

December 30th, 2019 Sayre, PA DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar_border
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar_border

I have a wonderful rep (Micah) who help me through. Thanks

starstarstarstarstar

Karen Kirby

December 30th, 2019 Chicopee, MA DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Very happy with the scanner that I have had for many years now. The software was updated and I didn't realize that until we had our computer worked on and lost some information. Butch from support was so helpful in retrieving our old files and helping me update my system.

starstarstarstarstar

Marla

December 13th, 2019 Jacksonville, NC DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Joline was absolutely Fabulous! I give her an A+.

starstarstarstarstar

Joy Schwarting

December 5th, 2019 Saint Joseph, MI DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Great service and take the time to listen to my problem. The product is very good and the support person is wonderful.

starstarstarstarstar

Paul

December 3rd, 2019 Ashburn, VA DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Neat agent worked me through the program transition from my old computer to my new computer. Worked like a charm. Great support.

starstarstarstarstar

Phyllis Milton

November 27th, 2019 Port Chester, NY

I had an unusual technical problem and contacted the Neat support team. The support technician, Meryl, was extremely helpful and dedicated the necessary time to resolve the problem. From start to finish she worked with me over several days including telephone calls to me. The Neat product is excellent and especially important is the support provided.

starstarstarstarstar_border

Eddie S.

October 29th, 2019 DETAILS arrow_drop_down
Value for your money
starstarstarstar_borderstar_border
Quality of product or service
starstarstarstar_borderstar_border
Customer service
starstarstarstarstar_border
Company trustworthiness
starstarstarstar_borderstar_border

May Ann G did a good job of explaining how to enter documents into Neat and how the to identify the types of documents that an be scanned. Ann then patently guided me through the process of entering receipts data and creating reports. Ann also provided a listing of files that can be used to handle various tasks. Ann is a good, patient employee. Eddie Schwertz

starstarstarstarstar

Valerie

October 18th, 2019 Traverse City, MI DETAILS arrow_drop_down
Value for your money
starstarstarstarstar_border
Quality of product or service
starstarstarstarstar_border
Customer service
starstarstarstarstar_border
Company trustworthiness
starstarstarstarstar_border

Butch G. Was patient with me And tried to explain how I transfer my receipts into a specific file. He was very pleasant and helpful.

starstarstarstarstar

John Myrah

October 11th, 2019 Vienna, VA DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

It took several hours, but Jolyn was patient and always helpful. I had the earlier system and she had to change it to your current one. I give her a 10 for the best. Her English is excellent, better than mine HaHa. Give her a pay raise.

starstarstarstarstar

Janie Orsborn

October 9th, 2019 Edgewood, TX DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Young man helped me to install the new neat software and I'm hoping it works when I try to use it this afternoon. He was very knowledgeable and helpful.

starstarstarstarstar

Judie Smith

October 7th, 2019 Orlando, FL DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar_border
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

I had a very good experience with Neat helping me upgrade my software and get me back scanning documents and placing them in my correct file cabinet. Thank you Mary! You were great to work with!

starstarstarstarstar

Nathan Christiansen

October 4th, 2019 Queen Creek, AZ DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Jolyn was amazing and a great help. Thanks Jolyn very professional.

starstarstarstarstar

David Vincent

October 3rd, 2019 Garrettsville, OH DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Alma was very informed and helpful. Got my issue resolved efficiently and pleasantly. I love Chat!!

starstarstarstarstar

Kathleen

October 2nd, 2019 Gulf Breeze, FL DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Tia was my tech rep, she downloaded all of my stuff to my computer. She did her best to have them moved over and I was glad that she was able to do that. It was a long process to have the files downloaded one by one but she was diligent to set me up with everything. Thank you Tia!

starstarstarstarstar

Patty

October 1st, 2019 Plainview, NY DETAILS arrow_drop_down
Value for your money
starstarstarstarstar_border
Quality of product or service
starstarstarstarstar_border
Customer service
starstarstarstarstar_border
Company trustworthiness
starstarstarstarstar_border

We have had a few issues since our actual neat scanner has damaged. We bought a 3rd party scanner approved by neat. So I have contacted Neat several times throughout this whole dilemma. But I can honestly say that this interaction with Lud has been the simplest and most effective and straightforward fix. Thank you to his help today.

starstarstarstarstar

Karl

September 30th, 2019 Hawley, PA

I was very satisfied with customer support (Sarah) she was very helpful and solved my questions.

starstarstarstarstar

Mark Pease

September 30th, 2019 Laredo, TX

Great support very patience Outstanding support

starstarstarstarstar_border

Ricky

September 27th, 2019 Highland Falls, NY

The technician I worked with Meryl was very knowledgeable and worked with this 2 left handed computer user to solve my problem and teach me as we went. Very happy with the service

starstarstarstarstar

JOE TAIRI

September 27th, 2019 Milwaukee, WI

GREAT HELP FROM SARAH VERY FRIENDLY SERVICE

starstarstarstarstar

HOWARD W CHAMPLAIN

September 20th, 2019 Pueblo, CO DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Meryl was very patient and helpful thank's

starstarstarstarstar

Charles Esser

September 20th, 2019 Oviedo, FL DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Liza C. helped me today and I could not be more pleased. She resolved my problem with a third party scanner and saved me an enormous amount of time trying to work through the issue myself. The Neat team has always been there for me and I highly recommend them. Thank you Liza

starstarstarstarstar

James Severns

September 9th, 2019 Graham, WA DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Neat product has always worked very well, and technical support is Outstanding!

starstarstarstarstar

Ted Wilson

August 30th, 2019 Houston, TX DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Both individuals that I spoke with were extremely helpful. May Ann G. walked me through everything and got my system up and running. She is outstanding.

starstarstarstarstar

Dee Jay Artz

August 28th, 2019 Dodge City, KS DETAILS arrow_drop_down
Value for your money
starstarstarstarstar_border
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar_border

Help with set up from Jolyn - very good!!

starstarstarstarstar

Shernroc

August 28th, 2019 Merlin, OR DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

I was having a very difficult time getting my Neat Scanner to hook up directly to my computer . Today I was lucky enough to work with Sarah . She was very informative and incredibly helpful and actually resolved my issue . Thank you Sarah !!! Five stars for you !!

starstarstarstarstar

mark

August 28th, 2019 Alliance, NE DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Leslie is a great employee and she helped me with all my needs you did great girl

starstarstarstarstar_border

john

August 28th, 2019 Wantagh, NY DETAILS arrow_drop_down
Value for your money
starstarstarstar_borderstar_border
Quality of product or service
starstarstarstar_borderstar_border
Customer service
starstarstarstarstar_border
Company trustworthiness
starstarstarstar_borderstar_border

I had a issue with corrupt pdf files transferring from the scanner to my computer. Lud was helpful and was able to solve the problem by showing me a work around to the problem that they hopefully will correct in the next update.

starstarstarstarstar

Booker Walton

August 23rd, 2019 Van Buren, OH DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Sarah was a doll. Her customer service skills were Excellent. She was able to diagnose why my Neat Scanner was not working and fixed the scanner so that it would work.She was patient, caring and took the time to solve the Neat Scanner issue. The Neat Company should be proud to have such a patient, caring, knowledgeable and professional person helping customers like me. If were looking for an employee in my business, Sarah would be the type of employee I would want representing my company. Booker Walton

starstarstarstarstar

Linda Sharf

August 23rd, 2019 Boca Raton, FL DETAILS arrow_drop_down
Value for your money
starstarstarstarstar_border
Quality of product or service
starstarstarstarstar_border
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

My tech was very knowledgeable and helpful. He assured me that what he was going would work and then he proved it. He was patient and courteous. He would not leave my session until I was completely comfortable with the service

starstarstarstarstar

Juliet

August 21st, 2019 San Leandro, CA DETAILS arrow_drop_down
Value for your money
starstarstarstarstar_border
Quality of product or service
starstarstarstar_borderstar_border
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar_border

May Ann G. was a big help, very patient, and very thorough in explaining all the many things we can do with Neat. Great job, thank you!

starstarstarstar_borderstar_border

Suzanne Shepard

August 14th, 2019 New Haven, VT DETAILS arrow_drop_down
Value for your money
starstarstarstar_borderstar_border
Quality of product or service
starstarstarstar_borderstar_border
Customer service
starstarstarstar_borderstar_border
Company trustworthiness
starstarstarstar_borderstar_border

When having a problem when scanning documents I called the first time and they tried hard to help but it only lasted a week. The second time I called Jolyn was a big help and got my problem fixed

starstarstarstarstar

Deborah Y. Makerson

August 6th, 2019 Augusta, GA DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

The Neat representative was very patient and helpful in helping me download the neat scan utility and neat app. She explain its benefits and made me feel comfortable with everything.

starstarstarstarstar

Uma

July 12th, 2019 Clint, TX

The Girl Angelina from Neat Tech support did wonderful job. She has been professional and Compassionate same time until she resolved the problem. I am able to scan my docs without fail. I am highly relieved.

starstarstarstarstar

Lisa Zincone

July 3rd, 2019 DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Angelina E. Was extremely helpful, pleasant and patient

starstarstarstarstar

Jerri M

May 22nd, 2019 Buckeye, AZ

Alvi was fanastic. He helped with my document migration which did take some time but it was successful. He was easy to understand and very knowledgable. Thanks

starstarstarstarstar

Jon C.

May 8th, 2019 Middleboro, MA DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Best customer service ever, anywhere. Wonderful experience getting the program up andf running again after a computer crash.

starstarstarstarstar

David Ficht

May 8th, 2019 Marine City, MI DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

I recently purchased the Neat Cloud Lite to replace the old Neat 5.4 which was obsolete. I had a few issues trying to Sync the old records and files to the Cloud. After several emails to customer service the issue was resolved by a Neat representative. Each email was answered promptly, politely, and with my issue resolution in mind. I would recommend Neat to anyone who wonders if they make the move to a Cloud based record system. The customer service is fantastic and works to resolve the issue professionally with the customer in mind no matter what.

starstarstarstarstar_border

edmundo dingzon

April 25th, 2019 Brooklyn, MD

i am happy with the technical support very friendly and did patient.

starstarstarstarstar

patricia malanga

April 5th, 2019 Elizabeth, NJ DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

I NEEDED HELP IN SETTING UP NEW CABINET AND REP, NOT ONLY DID SHE HELP ME WITH THAT, SHE UPGRADED MY SOFTWARE AND RAN ME THROUGH A SCENARIO. GREAT SERVICE AND PROCUCT.

starstarstarstarstar

Sue Newnam

March 22nd, 2019 Beggs, OK DETAILS arrow_drop_down
Value for your money
starstarstarstarstar_border
Quality of product or service
starstarstarstarstar_border
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Angelina was very helpful and knowledgeable

starstarstarstarstar

R. Bishop

March 20th, 2019 Honolulu, HI DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar_border
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar_border

Alvi was the tech that supported my legacy migration from desktop to cloud. Was clearly experienced with the process and all went smoothly with no hiccups. Ensured I was aware on what was happening each step of the way. Great support!

starstarstarstarstar

BBBENN

March 15th, 2019 Grapevine, TX DETAILS arrow_drop_down
Value for your money
starstarstarstarstar
Quality of product or service
starstarstarstarstar
Customer service
starstarstarstarstar
Company trustworthiness
starstarstarstarstar

Angelina was great to work with. Understood my priorities and answered quickly so we could cover a lot of info. THANKS

starstarstarstarstar

Hillary

March 13th, 2019 Tampa, FL

Alvi in technical support was a great help in helping me understand the neat scanner and how to update system.