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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

We handle all your accounting and administrative tasks, allowing you to concentrate on the crucial aspect of expanding your business. Utilizing Xero and various cloud-based solutions, we provide our clients with an up-to-date, transparent view of their operations. You can access your financial records at any time and from any location, eliminating the burden of software expenses. Our system also includes automatic daily bank feeds and ensures you're ready for IRS inquiries with secure and easily accessible receipt storage. In the event of an audit, you'll be well-equipped to substantiate your expenses. Are you frustrated with complicated financial statements that are hard to comprehend? We offer both conventional reports and user-friendly visual representations, making it easier for you to grasp your financial situation. With our services, you not only save time but also gain valuable insights into your business's financial health.

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

$9.00/month
Free Trial No 
Free Version No 

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 Yes 
iPad App Yes 
Android App Yes 
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 Yes 
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 No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

The Neat Company

Founded

2002

Country

United States

Website

www.neat.com

Vendor Details

Company Name

Taxanista

Founded

2009

Country

United States

Website

taxanista.com/xero/

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

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management Yes 

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