- Editor Rating
- Rated 4 stars
- Excellent
- Neat Bookkeeping Review
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Contents
The Neat Company is welcoming new customers with a 15-day free trial of its bookkeeping and document management software. The platform helps to eliminate paper by digitizing documents and automates your bookkeeping tasks. Neat is a great solution for small businesses, in particular those with a high volume of expense transactions. For more on Neat and its free trial offer, keep reading.
Neat 15-Day Free Trial
Try all of Neat’s features free for 15 days. To claim this offer, navigate to the Neat free trial page, enter your email and click “GET STARTED.” This offer is valid for new customers only.
Neat Features
Neat makes bookkeeping simple, instant and automated. It helps you track, manage and centralize your business’s financial data, so you can stay on top of the health of your enterprise and prepare for tax time.
Track Receipts
Neat uses a powerful OCR software that can pull information from any paper document, turning it into usable, keyword-searchable data and letting you enter receipts quickly and accurately. Simply scan your receipts, snap a picture, or drag and drop documents into the software.
Other features include:
- Categorize, split, add and edit line items.
- Organize your data by expense type, tax category and more.
- Find documents easily by doing a keyword search or using various filters.
Reconcile
Neat lets you manage all of your transactions and documents in one place, including paper receipts, bank transactions, invoices and email data. The software will even suggest matches automatically, based on your transactions.
Tax Prep
Neat tags expenses and retains records, maximizing your deductions and audit-proofing your business. Besides the ability to digitize your receipts and automatic reconciliation, the software can also easily send tax categories, expenses and document images to your tax or accounting software, like QuickBooks, TurboTax and H&R Block, with just one click. You can also send items to your accountant or tax preparer directly from Neat.
Customer Support
The level of support you have access to depends on the plan you choose. If you subscribed to Complete, you’ll have unlimited access to phone, chat and email support. Basic members can get their questions answered via chat and email only.
Neat Pricing
After your 15-day free trial, you can upgrade or downgrade your Neat subscription at any time. Choose between Basic or Complete, and pay month-to-month or annually:
| BASIC | COMPLETE | |
| Billed Monthly | $15/month | $35+/month* |
| Billed Annually | $13/month | $29+/month* |
| # of Uploaded Documents | 100/month | from 10/month |
| # of Users | 1 user | 5 users |
| Support | Chat & email | Phone, chat & email |
| Data Processing Accuracy | 80% | 99% |
| Receipt Capture | X | X |
| Expense/Tax/Spend Reporting | X | X |
| QuickBooks Online Integration | X | X |
| QuickBooks Desktop Integration | X | |
| Bank/Credit Card Streaming | X | |
| Automated Document Matching | X | |
| Transaction Reconciliation | X | |
| Line Itemization | X | |
| Business Health Insights | X |
*Pricing depends on number of documents uploaded per month.
Bottom Line
If you’re looking to simplify and automate your document workflow and expense reporting, Neat could be your answer. It’s an efficient way to store your documents, categorize your data, reconcile your transactions and prep for tax time. Before you commit to a month-to-month or annual plan, you can try all of Neat’s features free for 15 days.
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