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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Neat is a receipt tracking and expense management platform designed to help freelancers, consultants, and small businesses stay organized throughout the year. The app helps users capture receipts, manage expenses, store business documents, and prepare tax records in a cleaner digital system. It can organize financial information from receipts, invoices, bank statements, credit card activity, contracts, and other business records. Neat offers automatic categorization, searchable expense data, vendor and date filtering, real-time spending visibility, and simple reports that can be shared with accountants or tax professionals. Its digital filing cabinet helps reduce paper clutter by storing important records securely in the cloud. Users can also access Neat through mobile apps, making it easier to scan receipts and manage documents while working on the go. The platform is designed for small teams and businesses with straightforward expense tracking needs rather than complex enterprise accounting requirements. Neat also emphasizes bank-level encryption, secure cloud storage, and long-term trust with millions of users and more than 20 years in business. By combining receipt capture, document organization, expense reports, and tax preparation support, Neat gives small businesses a practical way to manage financial paperwork.

Description

Veluvanto serves as an advanced document repository powered by AI, ensuring that every document is perpetually accessible. Users can effortlessly upload a wide variety of documents—including invoices, contracts, receipts, warranty cards, personal files, and business records—regardless of their original format or source. The AI system intelligently reads, tags, categorizes, and organizes these documents without requiring manual effort. Rather than sifting through countless folders, email attachments, cloud storage, outdated desktop files, or images on their smartphones, users can conduct searches in mere seconds or directly pose questions to the AI assistant regarding their documents. Veluvanto meticulously extracts essential information such as document type, sender, amounts, due dates, expiration dates, and contract renewals, thereby enhancing document management through effective tagging and searchability. Additionally, the AI assistant is capable of responding to inquiries, summarizing content, generating charts, establishing workflows, and providing the precise sources for its information, ensuring that every response is verifiable. Users maintain control over their documents through features such as approval processes, adjustable tags, and the option to modify any AI-generated suggestions, fostering a sense of ownership and customization in document management. This comprehensive approach not only streamlines the organization of documentation but also enhances overall productivity and efficiency for users.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Contacts Yes 
Microsoft Outlook Yes 
Quicken Yes 
TurboTax Business Yes 

Integrations

Google Contacts No 
Microsoft Outlook No 
Quicken No 
TurboTax Business No 

Pricing Details

$200/year
Free Trial Yes 
Free Version No 

Pricing Details

€11 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

The Neat Company

Founded

2002

Country

United States

Website

www.neat.com

Vendor Details

Company Name

Veluvanto

Country

United States

Website

veluvanto.com

Product Features

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
Cash Management No 
Collections No 
Expense Tracking No 
Fixed Asset Management No 
General Ledger No 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management No 

Expense Report

Approval Process Control No 
Invoice Management No 
Multi-Currency Yes 
Receipt Management Yes 
Reimbursement Management Yes 
Spend Control Yes 
Time Tracking No 
Workflow Management No 

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

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