The Neat Company


For small businesses and sole proprietorships in need of fast and accurate document reduction and spending management solutions, The Neat Company provides a cloudbased expense data and document consolidation, retention and processing platform that saves time and money while enabling collaboration with competitive insight.

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The Neat Company review by Kristin S.
Kristin S.
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"Neat Your Receipts"

What do you like best?

Neat has made my job, correction my life, so much simpler due to its organization of my receipts. This software has cut my time doing my invoices for my job in half. I have, even, started incorporating Neat with my own personal finances because of how simple and easy their software is to navigate. My personal favorite feature is the search bar. I know it’s just a search bar, but I simply have to type one word in it and it brings up the exact receipt with that one item on it that I would normally spend hours looking for.

What do you dislike?

The only downfall of this software is that it doesn’t detect if a receipt or email has already been previously recorded. If I am unsure if I have uploaded a receipt I would upload it again just to make sure I had it recorded. Well, in doing so, I had multiple duplicates of the same receipt and it would confuse me if said receipt had not been put in a folder yet. I wish it would catch this mistake and offer up an informational box like “ I see you already have this receipt recorded. Would you like to upload a copy?” Or something along those lines. Just a heads up to let me know I already have the uploaded that piece of data before I do it again.

Recommendations to others considering the product

I would highly recommend this product for personal and business use to everyone. My best friend is an accountant and this is the only software she will use.

What business problems are you solving with the product? What benefits have you realized?

It has provided my business with better organization of our finances. It takes less time in preparing all invoices now since we can find what we are looking for quicker then before.

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The Neat Company review by Administrator in Accounting
Administrator in Accounting
Validated Reviewer
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"Neat company"

What do you like best?

The software is installed easily. As soon as the machine is on the software opens and no training is needed. It's simple and self explanitory.

What do you dislike?

Sometimes it freezes up and i have to restart the program which results in loss of progress.

What business problems are you solving with the product? What benefits have you realized?

We are using it to scan files for our business which then are emailed to our sister company for proper filing.

What Expense Management solution do you use?

Thanks for letting us know!

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