Über Neat

Do your bookkeeping in minutes from anywhere. Neat is your all-in-one 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!

Preisoptionen ab:

288,00 $/Jahr

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Hauptvorteile von Neat

Gain Visibility with real-time visibility into the health of your business. Running out of cash is one of the top reasons small businesses fail!

Optimize Your Cash Flow by keeping track of unpaid or late bills and payments due, which can avoid disruptions in cash flow.

Reduce Your Tax Time Burden by utilizing the Income Tax classification feature. Doing so can increase your deductions and reduce the time and stress spent on preparation and filing.

Mitigate Your Tax Risk by reducing errors with automated categorization of expenses.

Collaborate with others by providing tools to connect with co-workers, customers, vendors and seamlessly interact with your accountant or bookkeeper.

Put Focus Back into Your Business by reducing the time spent managing time-consuming administrative tasks!

Typische Kunden

  • Freie Mitarbeiter
  • Kleine Unternehmen (2–50)
  • Mittelgroße Unternehmen (51–500)
  • Großunternehmen (500 und mehr)

Einsatz

  • Cloudbasiert
  • On-Premise (vor Ort)

Erhältlich in diesen Ländern

Vereinigte Staaten

Unterstützte Sprachen

Englisch

Preisoptionen ab:

288,00 $/Jahr

  • Kostenlose Version
  • Gratis Testen
  • Abonnement

Bilder

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Funktionen

Gesamtzahl der Funktionen von Neat: 47

  • ACH Zahlungsabwicklung
  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Archivierung & Aufbewahrung
  • Ausgabenmanagement
  • Automatisierung von Geschäftsprozessen
  • Belegmanagement
  • Berichterstattung und Statistik
  • Buchhaltung
  • Budgetierung/Prognosen
  • CPA-Firmen
  • Compliance-Verfolgung
  • Datei-Verwaltung
  • Daten-Import / -Export
  • Document Capture
  • Dokumentenmanagement
  • Dokumentenspeicher
  • Drag-and-Drop
  • Drittanbieter-Integration
  • Einkommen & Bilanz
  • Einmalige Anmeldung
  • Elektronische Zahlungen
  • Finanzberichterstattung
  • Gemeinnützige Organisationen
  • Gewinn-und Verlustrechnung
  • Integration in die Buchhaltung
  • Kategorisierung / Gruppierung
  • Kontenabgleich
  • Kontenabstimmung
  • Kostenverfolgung
  • Kreditkartenbearbeitung
  • Lieferanten-Management
  • Mehrere Währungen
  • Mobiler Zugriff
  • Optische Zeichenerkennung (OCR)
  • Rechnungsmanagement
  • Rechnungsverarbeitung
  • Sichere Datenspeicherung
  • Sicheres Login
  • Spesenabrechnungen
  • Steuermanagement
  • Suchen / filtern
  • Transaktionshistorie
  • Verbindlichkeiten
  • Volltextsuche
  • Werkzeuge zur Zusammenarbeit
  • Zugriffskontrollen / Berechtigungen

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Nutzerbewertungen

Gesamtbewertung

4,1 /5
(99)
Preis-Leistungs-Verhältnis
3,7/5
Funktionen
3,9/5
Bedienkomfort
4,0/5
Kundenbetreuung
3,7/5

Hast du Neat bereits?

Andere Softwarekäufer brauchen deine Hilfe! Produktbewertungen helfen uns allen, die richtigen Entscheidungen zu treffen.

Zeigt 5 von 99 Bewertungen
Hersh
Gesamtbewertung
  • Branche: Unterhaltung
  • Unternehmensgröße: 2-10 Mitarbeiter
  • Wöchentlich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Best serive EVER!

Bewertet am 15.11.2019

Running a bank account with a bank that is actually there for you and is extremely proactive.

Running a bank account with a bank that is actually there for you and is extremely proactive.

Vorteile

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.

Nachteile

I haven't explored thier integrations yet. Once I do I will update.

Antwort von Neat

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
Gesamtbewertung
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 5.0 /10

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

Bewertet am 30.5.2018

I receive organized storage & recall of important documents of my enterprises for legal, accounting,...

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

Vorteile

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.

Nachteile

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

Antwort von Neat

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.

Chris
Gesamtbewertung
  • Branche: Design
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 3.0 /10

Was great until then went to Cloud Only Option and Subscription Plans

Bewertet am 15.2.2021

I was a long time user of Neat for awhile. I bought the neat Desk Scanner for both my home and...

I was a long time user of Neat for awhile. I bought the neat Desk Scanner for both my home and work office and used their software and eventually their cloud for several years. I liked the legacy software. It was easy to use, you could easily export entire folders, combine receipts/etc.

When they switched to Cloud only things became incredibly frustrating. Yes, the legacy software could still be used if you had it - but they wouldn't update it. I found using the Cloud platform incredibly limiting. Logging and upload receipts took extra steps and a lot longer. I wasn't able to easily combine receipts anymore. No way to bulk export receipts/folders. Even thoguh they claimed that their cloud software had all the features of the legacy software it didn't...and after a couple years of using it, it still didn't. Meanwhile, the prices kept hiking up, so I looked for another solution. Eventually, I switched to FileCenter DMS (I have been very happy with it), but to get everything off of Neat, I had to sync from the legacy software then export from there as the Cloud software could only export one file/receipt at a time (this, in my mind equates to holding your info hostage when they advertise plans for 1,000's of documents and it took awhile going back and forth with support for them to finally tell me how I can export more than one file at a time using their legacy software [obviously they don't want people to know this so it keeps them with their software]).

Vorteile

It was a great way to add in receipts, keep track of them and generate reports for taxes.

Nachteile

Really only valuable for receipts and contacts. Documents you can store, but they were as PDFs only - you can't store editable documents in it.

Antwort von Neat

Thank you for submitting review.
We greatly apologize for any inconvenience caused after the retirement of the Legacy software. We are glad that you were able to export your files and all issues were resolved with migrating your information. We are sad to see you go and hope that you come back to experience and all of our new features that we currently have and enjoy the fantastic features that are coming in the future.

Emily
Gesamtbewertung
  • Branche: Unterhaltung
  • Unternehmensgröße: 11-50 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

Recycle your documents and keep an archive on your computer!

Bewertet am 20.7.2019

It's solved storage space problems with various documents. We keep copies of agreements, employee...

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.

Vorteile

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.

Nachteile

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.

Antwort von Neat

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!

Ginger
Gesamtbewertung
  • Branche: Immobilien
  • Unternehmensgröße: 2-10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 5.0 /10

Great if they allowed software not in the cloud

Bewertet am 16.10.2018

Vorteile

The scanner software is great and the documents scan well

Nachteile

They no longer support a software and want you to store all your scanned documents in the cloud. We only store on our firewall protected server. I'm not paying for document storage so we will use the old software until it will no longer work.

Antwort von Neat

Hi Ginger,

Thanks for your review. While we no longer provide updates for the retired software, you are certainly free to continue using it on your computer.

We do want to let you know that we provide bank level encryption security for our cloud service and have focused on the cloud because it allows us to provide unlimited storage at no extra cost, access from any web browser to view and share your information, and you can scan from virtually anywhere to the cloud via the Neat mobile app included free with subscriptions to Neat's cloud service.

We'll be here whenever you are ready to try Neat's cloud service.

5 von 99 Bewertungen angezeigt Alle Bewertungen

Neat Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Neat.

Neat bietet folgende Kostenpläne an:

  • Ab: 288,00 $/Jahr
  • Preismodell: Abonnement
  • Gratis Testen: Verfügbar

Neat offers both Monthly and Annual Plans, as well as a 14 day free trial. We offer ZERO ACH fees, so you won't pay a single cent when your customers pay you via bank transfer through Neat.

Neat hat die folgenden typischen Kunden:

Selbstständig, 2-10, 11-50, 51-200

Neat unterstützt die folgenden Sprachen:

Englisch

Neat unterstützt die folgenden Geräte:

Android (mobil), iPhone (mobil), iPad (mobil)

Neat kann in folgende Anwendungen integriert werden:

Campaign Monitor, Constant Contact, Google Contacts, H&R Block At Home, Mailchimp, Microsoft Outlook, QuickBooks Online Advanced, Quickbooks Online, Quicken, TurboTax Business

Neat bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, 24/7 Live-Support, Chat

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