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 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.”

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User Reviews

Star Rating

4.9
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38 Reviews

Review Breakdown

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Eddie S.
October 29th, 2019 DETAILS
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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

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Valerie
October 18th, 2019 Traverse City, MI DETAILS
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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.

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John Myrah
October 11th, 2019 Vienna, VA DETAILS
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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.

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Janie Orsborn
October 9th, 2019 Edgewood, TX DETAILS
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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.

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Judie Smith
October 7th, 2019 Orlando, FL DETAILS
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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!

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Nathan Christiansen
October 4th, 2019 Queen Creek, AZ DETAILS
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Jolyn was amazing and a great help. Thanks Jolyn very professional.

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David Vincent
October 3rd, 2019 Garrettsville, OH DETAILS
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Alma was very informed and helpful. Got my issue resolved efficiently and pleasantly. I love Chat!!

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Kathleen
October 2nd, 2019 Gulf Breeze, FL DETAILS
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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!

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Patty
October 1st, 2019 Plainview, NY DETAILS
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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.

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Karl
September 30th, 2019 Hawley, PA

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

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Mark Pease
September 30th, 2019 Laredo, TX

Great support very patience Outstanding support

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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

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JOE TAIRI
September 27th, 2019 Milwaukee, WI

GREAT HELP FROM SARAH VERY FRIENDLY SERVICE

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HOWARD W CHAMPLAIN
September 20th, 2019 Pueblo, CO DETAILS
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Meryl was very patient and helpful thank's

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Charles Esser
September 20th, 2019 Oviedo, FL DETAILS
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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

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James Severns
September 9th, 2019 Graham, WA DETAILS
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Neat product has always worked very well, and technical support is Outstanding!

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Ted Wilson
August 30th, 2019 Houston, TX DETAILS
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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.

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Dee Jay Artz
August 28th, 2019 Dodge City, KS DETAILS
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Help with set up from Jolyn - very good!!

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Shernroc
August 28th, 2019 Merlin, OR DETAILS
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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 !!

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mark
August 28th, 2019 Alliance, NE DETAILS
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Leslie is a great employee and she helped me with all my needs you did great girl

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john
August 28th, 2019 Wantagh, NY DETAILS
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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.

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Booker Walton
August 23rd, 2019 Van Buren, OH DETAILS
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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

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Linda Sharf
August 23rd, 2019 Boca Raton, FL DETAILS
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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

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Juliet
August 21st, 2019 San Leandro, CA DETAILS
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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!

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Suzanne Shepard
August 14th, 2019 New Haven, VT DETAILS
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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

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Deborah Y. Makerson
August 6th, 2019 Augusta, GA DETAILS
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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.

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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.

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Lisa Zincone
July 3rd, 2019 DETAILS
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Angelina E. Was extremely helpful, pleasant and patient

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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

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Jon C.
May 8th, 2019 Middleboro, MA DETAILS
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Best customer service ever, anywhere. Wonderful experience getting the program up andf running again after a computer crash.

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David Ficht
May 8th, 2019 Marine City, MI DETAILS
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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.

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edmundo dingzon
April 25th, 2019 Brooklyn, MD

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

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patricia malanga
April 5th, 2019 Elizabeth, NJ DETAILS
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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.

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Sue Newnam
March 22nd, 2019 Beggs, OK DETAILS
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Angelina was very helpful and knowledgeable

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R. Bishop
March 20th, 2019 Honolulu, HI DETAILS
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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!

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BBBENN
March 15th, 2019 Grapevine, TX DETAILS
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Angelina was great to work with. Understood my priorities and answered quickly so we could cover a lot of info. THANKS

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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.

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Philip Newman
March 1st, 2019 Los Osos, CA DETAILS
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Be nice if the software was easier to install without NEAT phone support. The phone support is exceptional.

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