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The Neat Company

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Last updated on

Company health

Employee growth
2% increase in the last year
Web traffic
6% decrease in the last quarter
Financing
December 2015 - $28M

Ratings

G2
4.4/5
(11)
Glassdoor
3.0/5
(61)

The Neat Company description

The Neat Company offers cloud-based accounting software designed for small businesses in the USA. Neat helps you scan, organize, and manage your financial documents, such as receipts and invoices. It extracts key information from these documents to simplify expense tracking, invoicing, and tax preparation. The software also provides financial reporting tools to help you understand your business's financial health. Neat prioritizes data security and uses bank-level encryption to protect your information.


Who is The Neat Company best for

We find that Neat is a solid choice for small to medium-sized business owners in the US looking to simplify financial document management. It's particularly useful for receipt tracking, invoice management, and tax preparation. From what we've seen, Neat's automated data extraction and integration with tools like QuickBooks make it a convenient solution.

  • Perfect for businesses with 1-100 employees seeking streamlined financial document management.

  • Great for finance, banking, and insurance firms needing efficient receipt tracking and tax preparation.


The Neat Company features

Supported

Automated Data Extraction: Neat's OCR technology automatically extracts important data from receipts, bank statements, and documents, saving you time and effort.

Supported

Receipt Tracking: With Neat, you can easily track receipts by category, vendor, or date, providing a clear overview of your expenses.

Supported

Bank Reconciliation: Neat simplifies bank reconciliation by matching transactions with imported bank statements, helping you identify discrepancies and maintain accurate records.

Supported

Tax Preparation: Neat helps prepare your taxes by organizing and categorizing your financial documents, making tax season less stressful.

Supported

Software Integrations: Neat integrates with popular accounting software like QuickBooks and Xero, streamlining your financial workflow.

Supported

Data Security: Neat prioritizes the security of your financial data with robust encryption and secure storage.

Supported

Mobile App: Neat offers a mobile app for iOS and Android devices, allowing you to manage your finances on the go.

Supported

Scanner Compatibility: Neat is compatible with a wide range of scanners, making it easy to digitize your paper documents.


The Neat Company pricing

The commentary is based on 2 reviews from The Neat Company G2 reviews.

We find that Neat is generally considered pricey, especially the hardware. However, some users feel the software pricing is reasonable. It's worth considering the value it provides for organization and digitization against the upfront costs.

See the The Neat Company pricing page.


The Neat Company alternatives

  • Logo of TurboTax Self Employed
    TurboTax Self Employed
    File self-employment taxes easily, maximize deductions, and get expert help.
    Read more
  • Logo of Microsoft Outlook
    Microsoft Outlook
    Email, calendar, contacts, and tasks, all in one.
    Read more
  • Logo of Docyt
    Docyt
    Automates accounting, real-time insights, saves time and money.
    Read more
  • Logo of Wave
    Wave
    Free accounting, invoicing, and payments for small businesses.
    Read more
  • Logo of QuickBooks Online
    QuickBooks Online
    Easy online accounting for small business finances.
    Read more
  • Logo of Hurdlr
    Hurdlr
    Automatic mileage, expense, and tax tracking for freelancers.
    Read more

The Neat Company FAQ

  • What is The Neat Company and what does The Neat Company do?

    The Neat Company provides cloud-based accounting software for small businesses in the USA. We find that it's particularly helpful for scanning, organizing, and extracting key data from financial documents, simplifying tasks like expense tracking, invoicing, and tax preparation. It also offers helpful reporting tools.

  • How does The Neat Company integrate with other tools?

    Neat integrates with popular accounting software like QuickBooks and Xero. This allows for a streamlined financial workflow by connecting your expense tracking and document management with your core accounting processes.

  • What the main competitors of The Neat Company?

    We find that Neat's main competitors include QuickBooks Online, Wave, Docyt, and TurboTax Self-Employed. These alternatives offer similar features for accounting, expense tracking, and financial management, catering to small businesses and freelancers.

  • Is The Neat Company legit?

    Yes, The Neat Company is a legitimate business. They offer cloud-based accounting software and are generally well-regarded, with positive ratings on G2. We find that they are a good option for small businesses in the US looking to simplify their financial management.

  • How much does The Neat Company cost?

    I'm sorry, but pricing information for The Neat Company is not available at this time. We recommend visiting their website or contacting their sales team for the most up-to-date pricing details.

  • Is The Neat Company customer service good?

    There are no customer service reviews available at the moment. Therefore, we can't comment on the quality of The Neat Company's customer service.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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