The Neat Company
Simple & easy bookkeeping automation for small business
4 /5 (92 Bewertungen) Eine Bewertung schreibenThe Neat Company Übersicht
Was ist The Neat Company?
If you're looking for a simple & easy bookkeeping automation for your small business, look no farther than Neat!
Document capture and full digitization
Capture and import images of paper documents into your Neat account through a variety of means including scanning, mobile capture, direct import and your personal NeatCloud email address. Images are automatically processed through Optical Character Recognition (OCR) to fully digitize all text characters and then parsed to assign data to corresponding fields in each new item’s data record, depending on the document type.
Retention and Organization
Neat provides the ability to quickly and easily arrange all of your captured data records and images into folders that you can name and organize as you see fit.
Access your information any time… and anywhere
All of your data and image files are maintained in a highly secured cloud-based environment providing you with direct access through the Neat mobile app or web browser from anywhere at any time.
Visual insights to the health of your business
Quickly and easily create reports to review the financial environment of your business such as spending, sales tax, tax form applicability based on the data in your account.
Get reimbursed for business expenses
Create an Expense Report for all reimbursable expenses.
Collaborate with your accountant or bookkeeper
Shared your data with anyone you choose. You can share individual files or entire folders with anyone, or add another user to your account for even better productivity. And, everyone can comment back and forth on shared items.
Send your collected financial data to your accounting software or service
If you use QuickBooks Desktop, QuickBooks Online or Sage One you can directly integrate neat with these platforms and seamlessly send transactional data you have collected in your Neat account to your accounting system.
The Neat Company Übersicht
Kosten
Preisoptionen
Neat offers both Monthly and Annual Plans
The Neat Company Funktionen
Medien
The Neat Company Bewertungen
The Neat Company Bewertungen
Best serive EVER!
Running a bank account with a bank that is actually there for you and is extremely proactive.
when you no longer need it they extort you to pay to keep access to your receipts and documents
Worked fine but have to pay for service I don't need to keep data
So glad I bought the bigger scanner.
Neat is a very important software for my photo studio. I can discard virtually all of my receipts now - the IRS recognizes Neat records as sufficient. I can easily find and review previous orders for comparison or reference. Although most supplier websites are getting very good about providing access to previous orders, etc., I still use Neat regularly rather than opening the web browser and finding the supplier.
Recycle your documents and keep an archive on your computer!
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.
Great if they allowed software not in the cloud
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Best serive EVER!
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!
when you no longer need it they extort you to pay to keep access to your receipts and documents
Worked fine but have to pay for service I don't need to keep data
Vorteile
Easy to use, fast, quick accurate. Could scan receipts as I get them, and toss the paper
Nachteile
I have used NEAT since it was Neat Receipts. The idea is to scan documents and receipts, or photograph them, so you can be paperless.
It worked fine, and I have thousands of receipts stored. Except…….now comes “Extortion” from the company.
After Covid and retirement, I no longer need their services. So, I wanted to end my monthly subscription. However, unless I continue paying, I don’t have access to the receipts and documents I have scanned.
So, if I get an IRS audit, or need other documentation that has been scanned, I can’t access them unless I continue to subscribe to their service. So even if I don’t need their services anymore, I have to pay for them.
They offered me the option of downloading each receipt one at a time. Thousands of receipts. Not reasonable. And they cannot be downloaded in a batch.
I’ve been a client of theirs for many years, possibly over a decade or more, I purchased 3 scanners from them (no longer usable due to updates, which happens as technology progresses), but now I’m being extorted out of money for perhaps 7 years (based upon IRS rules for keeping receipts).
It is an outrage, and might I suggest that while you might feel your data is safely stored, you can’t have it once you don’t need their services anymore.
I contacted an attorney to find out if they are required by law to give me access to my data.
Thanks for listening to my warning.
Antwort von Neat
Thank you for submitting a review!
As stated, when you no longer pay for your subscription, you do not have access to the software. We do apologize that bulk downloading is not a feature that is currently available. Please follow the steps within this article to access any PDFs of your receipts that are store onto your computer - https://support.neat.com/smartorganizationsystem/access-local-pdfs-of-all-neat-cloud-images-offline
When signing up for a Neat subscription, you agreed to the terms and conditions which state that if you cancel your subscription with the Neat company, access to the software will be denied. We apologize for any confusion caused.
So glad I bought the bigger scanner.
Neat is a very important software for my photo studio. I can discard virtually all of my receipts now - the IRS recognizes Neat records as sufficient. I can easily find and review previous orders for comparison or reference. Although most supplier websites are getting very good about providing access to previous orders, etc., I still use Neat regularly rather than opening the web browser and finding the supplier.
Vorteile
Neat allows me to easily scan all of my receipts and offers sorting options. The product also lets me scan customers' hand printed order forms allowing me to return the forms with the photos or discard - but I still have all of the important contact information
Nachteile
My biggest complaint is speed when loading and searching. Also, the home page could be better organized or even customizable.
Antwort von Neat
Thank you for submitting a review!
We are happy to hear that you are enjoying all that Neat has to offer. From your review, it seems that you are using the Legacy software which is now retired and will no longer have any updates. We do suggest moving to the cloud based software as it does solve any issues that you could be experiencing with the desktop software.
Thank you so much for staying Neat with us!
Recycle your documents and keep an archive on your computer!
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!
Great if they allowed software not in the cloud
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.
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The Neat Company Preis
The Neat Company Preis
Neat offers both Monthly and Annual Plans
Neat offers both Monthly and Annual Plans
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The Neat Company Funktionen
The Neat Company Funktionen
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Kategorien
Kategorien
Zusätzliche Informationen für The Neat Company
Zusätzliche Informationen für The Neat Company
Vorteile
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!
The Neat Company Häufig gestellte Fragen
The Neat Company Häufig gestellte Fragen
Weiter unter folgen häufig gestellte Fragen über The Neat Company.
F. Welche Preispläne bietet The Neat Company an?
The Neat Company bietet folgende Kostenpläne an:
Beginnt ab: 99,99 $/Jahr
Preismodell: Abonnement
Gratis Testen: Verfügbar
Neat offers both Monthly and Annual Plans
F. Was sind die Hauptfunktionen von The Neat Company?
Wir haben keine Informationen über die Funktionen von The Neat Company
F. Wer sind die typischen Nutzer von The Neat Company?
The Neat Company hat die folgenden typischen Kunden:
Kleine Unternehmen, Non-Profit, Freie Mitarbeiter
F: Welche Sprachen werden von The Neat Company unterstützt?
The Neat Company unterstützt die folgenden Sprachen:
Englisch
F. Welche Preispläne bietet The Neat Company an?
The Neat Company hat folgende Preismodelle:
Abonnement
F. Unterstützt The Neat Company mobile Geräte?
The Neat Company unterstützt die folgenden Geräte:
Android, iPhone, iPad
F. Mit welchen anderen Applikationen integriert The Neat Company?
The Neat Company kann in folgende Anwendungen integriert werden:
Campaign Monitor, Constant Contact, Google Contacts, H&R Block At Home, Mailchimp, Microsoft Outlook, QuickBooks Online, QuickBooks Online, QuickBooks Online Advanced, Quicken
F. Welche Varianten der Kundenbetreuung bietet The Neat Company an?
The Neat Company bietet folgende Optionen für Kundensupport:
Telefon-Support, Video-Anleitungen, Häufig gestellte Fragen, Online-Support, Forum
Running a bank account with a bank that is actually there for you and is extremely proactive.