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The Neat Company Reviews & Product Details

The Neat Company Overview

What is The Neat Company?

For more than 20 years, The Neat Company has changed the way small businesses and solopreneurs manage painstaking and paper-intensive bookkeeping, customer payments, and financial record organization. Neat provides cloud-based solutions that hundreds of thousands rely upon to bring financial order to their small businesses. Neat is helping businesses track, manage, and centralize their financial data to be prepared for tax time and stay informed about the health of their business. Step into the future of small business bookkeeping with financial document organization, custom invoicing, online payments, and bookkeeping from anywhere. To learn more, please visit: http://www.neat.com.

The Neat Company Details
Languages Supported
English
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Product Description

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.


Seller Details
Year Founded
2002
HQ Location
Philadelphia, US
Twitter
@neatcompany
4,608 Twitter followers
LinkedIn® Page
www.linkedin.com
102 employees on LinkedIn®

Rachel M.
RM
Overview Provided by:

Recent The Neat Company Reviews

harrison m.
HM
harrison m.Enterprise (> 1000 emp.)
4.5 out of 5
"It just works"
ease of setup, ease of use, ease of upgrading hardware
KC
Kauan C.Mid-Market (51-1000 emp.)
5.0 out of 5
"Provide with digital features"
The pricing is affordable. Its been helpful in keeping my work organized and neat. Ive had a lot of success, with this app.
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
3.5 out of 5
"Simple, effecient internal bookkeeping for small businesses."
It easily links to bank accounts and pulls information into reports. I like that it works with Quickbooks and has mobile options as well. It's comp...
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The Neat Company Media

The Neat Company Demo - Neat Dashboard
Comprehensive view of your dashboard when you login to Neat.
The Neat Company Demo - Create an Invoice
Customize your invoices for specific customers and products. Send invoices right from Neat and receive online payments quickly and securely.
The Neat Company Demo - Business Insights Dashboard
Get an easy snapshot of how your business is performing with our Insights Dashboard. Click into each chart for a more detailed view of your income, expenses and finances.
The Neat Company Demo - Reports Dashboard
View, download, and send accounting reports like P&L statements, cash flow, and balance sheets. You can also access classic reports like expenses, spending summaries, tax categories and sales tax.
The Neat Company Demo - File Cabinet Dashboard
Upload your important business documents into Neat, and then easily categorize and filter them in your File Cabinet. Our quick keyword search makes it easy to type in the name of a customer or product you're looking for and see all relevant documents that live in Neat.
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11 The Neat Company Reviews

4.4 out of 5
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11 The Neat Company Reviews
4.4 out of 5
11 The Neat Company Reviews
4.4 out of 5

The Neat Company Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
harrison m.
HM
Senior Corporate Account Manager
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about The Neat Company?

ease of setup, ease of use, ease of upgrading hardware Review collected by and hosted on G2.com.

What do you dislike about The Neat Company?

expensive (at aquisistion) no open standard option Review collected by and hosted on G2.com.

What problems is The Neat Company solving and how is that benefiting you?

gets everything in one place, easy to index/find docs Review collected by and hosted on G2.com.

Verified User in Real Estate
UR
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about The Neat Company?

It easily links to bank accounts and pulls information into reports. I like that it works with Quickbooks and has mobile options as well. It's comparable to Google Drive, but the syncing is lovely. Review collected by and hosted on G2.com.

What do you dislike about The Neat Company?

You will still need to maintain a seperate accounting system for payroll and high level accounting reports. This isn't necessarly bad, but just something to be mindful of. Review collected by and hosted on G2.com.

What problems is The Neat Company solving and how is that benefiting you?

Organization of all expenses, not just business related. It's easy to classify things you may pay for personally, but are actually business related. Once you get into the routing, and set up 'rules' within the system it is very fast. Review collected by and hosted on G2.com.

KC
Software Developer
Biotechnology
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about The Neat Company?

The pricing is affordable. Its been helpful in keeping my work organized and neat. Ive had a lot of success, with this app. Review collected by and hosted on G2.com.

What do you dislike about The Neat Company?

The software itself is fantastic for organizing receipts and data the added expense, for hardware its inconvenient. Review collected by and hosted on G2.com.

What problems is The Neat Company solving and how is that benefiting you?

The Neat Companys software organizes and digitizes all my receipts and documents. It saves me an amount of time and physical space. It makes tax season a breeze. Review collected by and hosted on G2.com.

Amyia_ M.
AM
Medical Assistant
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about The Neat Company?

Easy to navigate. Application was easy to install Review collected by and hosted on G2.com.

What do you dislike about The Neat Company?

The only dislike is the pricing of the system. Review collected by and hosted on G2.com.

Recommendations to others considering The Neat Company:

I would recommend all to at least try the system Review collected by and hosted on G2.com.

What problems is The Neat Company solving and how is that benefiting you?

I am to solve mismanagement of product expenses. Review collected by and hosted on G2.com.

JS
Director of Operations
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about The Neat Company?

Easy to use and scan documents. good clarity and the ability to make sure it knows whether it is a document or a business card is helpful for searching for documents as well. the software is very simplistic for not having the cloud version. the ability to scan multiple documents to particular folders, combine them and send them. the ability to email as well is nice after they are scanned. You can link it to your cloud account and able to push them there so you can access them at any point. we currently do not use the cloud version as we just use the desktop version to scan and save them locally which works fine for us as well. Review collected by and hosted on G2.com.

What do you dislike about The Neat Company?

Being replaced by phones now. the features are great but the ability to have it in an app is more helpful especially with ones that will put it to a GL account or be able to search for things through the apps and through the cloud based items also. I am sure they will get there if they have not already but still have a lot of success with apps that are free at this point. Review collected by and hosted on G2.com.

Recommendations to others considering The Neat Company:

It is a good product. There is a lot of options out there. only downside this vs a cell phone or tablet is the fact you have to buy the hardware for it. Outside of that it is easy to use and put into multiple offices. Do your research i think this is a good fit for light operations. Review collected by and hosted on G2.com.

What problems is The Neat Company solving and how is that benefiting you?

we use it to scan documents and receipts to clients along with keeping record of items that might be needed such as resumes etc. We currently like to use it as a backup system in case our scanning software has issue Review collected by and hosted on G2.com.

RJ
Executive Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about The Neat Company?

This program helps me keep all of our Company's gas receipts, food purchases, etc made on our credit cards together each month. This makes it so easy to balance on a monthly basis. You can also run reports to keep your Accountant happy. Review collected by and hosted on G2.com.

What do you dislike about The Neat Company?

I really don't use the business card option... Almost obsolete now. Review collected by and hosted on G2.com.

What problems is The Neat Company solving and how is that benefiting you?

This makes it so much easier to keep track of all those small little receipts. This makes our Accountant a VERY happy camper! Review collected by and hosted on G2.com.

Katherine S.
KS
profesional adminitrativo
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about The Neat Company?

This app is type of virtual cloud which helps you scan or manually place the data of your invoices, collection issues, which throws you the process of saving and control of the documents you scan, so that communication with your suppliers flow without losing the order of arrival and dispatch of them, has the option to automatically classify invoices together, purchases, payment orders or any other document, you can scan the document from your pc, a scanner or your cell phone. Review collected by and hosted on G2.com.

What do you dislike about The Neat Company?

I could not perform the free 30-day trial, since it only operates in the United States, and additionally asks me to register a credit card or paypal account to give me access to the program, I find a negative aspect, as the page expressly says that you have a free trial for 30 days. Review collected by and hosted on G2.com.

Recommendations to others considering The Neat Company:

Organize your processes of collection, sale and billing neat makes it easier. Review collected by and hosted on G2.com.

What problems is The Neat Company solving and how is that benefiting you?

This application is for a small business sales, If I find myself in a process where I have a lot of demand for sale this application will keep me the order of the invoices I make daily, the payments I receive and purchase orders I request, follow up with my suppliers quickly and easily, I can make the calculations of my taxes among others. Review collected by and hosted on G2.com.

Angeline L.
AL
Writer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about The Neat Company?

I use Neat to enter receipts. Neat recognizes the data very well; I rarely have to correct its input. Review collected by and hosted on G2.com.

What do you dislike about The Neat Company?

I should be able to edit the image after I've uploaded it. Unfortunately, this is not currently possible, sometimes making my work less tidy than I would like. And I find the program's processing to be a bit slow. Review collected by and hosted on G2.com.

What problems is The Neat Company solving and how is that benefiting you?

It's wonderful to have the project receipt data organized so, well, neatly. Neat makes it quite easy to input data and filter results. Review collected by and hosted on G2.com.

Kristin S.
KS
Administrator
Computer Hardware
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about The Neat Company?

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. Review collected by and hosted on G2.com.

What do you dislike about The Neat Company?

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. Review collected by and hosted on G2.com.

Recommendations to others considering The Neat Company:

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. Review collected by and hosted on G2.com.

What problems is The Neat Company solving and how is that benefiting you?

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. Review collected by and hosted on G2.com.

Susan H.
SH
Office Manager
Building Materials
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about The Neat Company?

ability to download report to excel to submit for expense reimbursement Review collected by and hosted on G2.com.

What do you dislike about The Neat Company?

how receipts sometimes get stuck in the scanner Review collected by and hosted on G2.com.

Recommendations to others considering The Neat Company:

This software is great for small businesses. No issues with storing and retrieving or downloading receipts or documents. Review collected by and hosted on G2.com.

What problems is The Neat Company solving and how is that benefiting you?

the main benefit realized is being able to discard receipts after scanning them. Review collected by and hosted on G2.com.