Neat Reviews

Pros

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.

Cons

I haven't explored thier integrations yet. Once I do I will update.

Pros

I like the ability to scan & organize my documents & papers. Parsing & saving to the cloud add to its value. Welcome extras include scan to computer, scan to email, email a scan, and scan to Neat Solutions software. The search feature is a plus as well. I like the ability to zoom in & out on docs, rotate docs & print them.

Cons

1) incessant logins required & quite maddening! The software times out way too quickly and requires another log-on to get back where I left off. 2) Unlike your early version I can not double click (or use any command at all) to instantly enlarge the document to full size in order to read the microscopic size characters and numbers on the scanned item therein! 3) I must repeat the entry of repetitive titles of accounts, etc. You eliminated the auto-fill feature that was soo handy! 4) I absolutely HATE the inability to add a scanned supplemental document (scan) to a previous scan that has already been saved!!! YES. We can add more pages to a scan before the batch is saved. Big Deal! 5) It takes forever for a 3 or more page scan to process. If I have multiple scans I go on to do other work between them until "processing" is done. However since I have notes, titles, dates, and categories to type in, I hate to have my train of thought & work flow flubbed up! Any wait for processing to finish invariable results in the need to sign in again....and there's no ability to save the password associated with the log on....the way I can for all my banks & investments. Today we have many ways to quickly & safely enter passwords, so how about it? The preceding was my top 5 intense dissatisfactions relative to the software. Tsk-tsk! You didn't ask about customer support.Dr

Pros

Good invoice cloud storage and ease to use

Cons

removes features after you sign up for an annual subscription and does not refund money for features that are no longer provided

Pros

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.

Cons

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.

Pros

I like being able to print email and online documents directly to Neat, which stores them as searchable PDF documents.

Cons

I dislike two things. 1) The search function is bad and hasn't been upgraded in all the years I've used Neat; and 2) In order to print a stored document, I have to jump through hoops.

Pros

The scanner software is great and the documents scan well

Cons

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.

Pros

I like the compact scanner hardware, double sided scanning with no extra effort, ability to scan to a PDF or print a scanned PDF to NEAT. I like the ability to scan colored receipts that might not be legible in a grayscale or B/W scan. The scanner is fast, and the initialize button on the scanner itself is pretty handy when scanning a large pile of receipts. The OCR component is fairly accurate, I would say the Legacy OCR is about equivalent in accuracy to the cloud based premium version of 99%. I like that the software reminds you to backup at set intervals (obviously not an issue on the cloud system).

Cons

Neat lost their way as a cloud based service. They say safe, I say Expensive. Once you are on their cloud, if you don't pay you lose your records until you do, & they are expensive. I tried the cloud system, but b/c my internet is rural (slow), the throughput was abysmal. I tried a compromise solut'n, NEAT legacy synced to the cloud service. I did this because legacy was written so poorly that it would utilize all of the memory on a large report & then crash. Support tried many times to ascertain the reason for the crashes. They blamed the computer, OS, & the user, never NEAT, & never found a solution. Reinstalled a dozen times, tried three computers w/ 4 versions of Win (Vista, 7, 8 and 10) & 32 Bit & 64 Bit ver of 8 & 10. My thinking was that I could scan & process on legacy & Sync with the cloud for reporting. Wrong...the cloud service had even less flexibility than the half formed legacy software w/ regards to reports. Legacy was rudimentary, the cloud service was worse. Consequently, I dropped the cloud service & muddled along with Legacy for another few years, guess I will again, but I dislike it & the cloud is worse. After Win 10 fall update, legacy fails to init. On a whim I tried to access my old data, surprise, must subscribe. Data hostage. Imagine that! Final note, the scanned images can not be resurrected with a printer due to poor Resolution. I have nothing good to say about NEAT, the few stars I gave are for legacy, not cloud. BUYER BEWARE!

Alternatives Considered

Expensify and Shoeboxed

Reasons for Switching to Neat

When I first started with NEAT it had no competition. Now I am looking at other systems and finding them to also have their issues. My selection will eventually come down to the one that disappoints me the least.

Pros

It was a great way to add in receipts, keep track of them and generate reports for taxes.

Cons

Really only valuable for receipts and contacts. Documents you can store, but they were as PDFs only - you can't store editable documents in it.

Pros

- Allows to categorize receipts and provide instant summary (e.g. Meals Receipts) of the amounts for the accountant.
- Distinguishes between documents, receipts and business cards
- Easy to use
- Stores everything in local database, which is easy to backup/restore (did it few times flawlessly)
- Naturally supports NeatReceipts scanner

Cons

- Abandoned to much worse cloud solution
- Will stop working sooner or later
- Not supported any longer
- No new features are developed (e.g. templates for various business categories)
- Lack of support whatsoever in general
- Not many variety of scanners is supported. Very picky in their choice.

Pros

scanning, email, mobile, are all vey good.

Cons

logging in once ok, then you get kicked out to often and have to do all over again.

Pros

not much. Scans paper and uploads it to the cloud.

Cons

There is no functionality to export data other than to export the whole database making it virtually impossible to switch to another system if one has a lot of data.

Pros

I love how I can directly scan my receipts into Quicken Home and Business. I love that it is so easy to use and that I can choose a plan that fits my needs/budget

Cons

No real cons. Neat has really thought this software through. I loved it more when it was free, but I do understand why fees were added to their service. I still love it!

Pros

Scanner works very well and captures text on receipts to populate fields in the document description and database entries.

Cons

Difficult to contact support.
Neat Data file is lost frequently.
Program shuts down unexpectedly at times.

Pros

Ability to capture receipts in real time using smart phones. Ability to have a record of all receipts easily generated.

Cons

It goes off for no apparent reason. The software stops and closes unexpectedly, for no apparent reason.

Pros

Can create different folders for everything. Quickly scan and upload. just as quickly transfer to Quickbooks for fast and easy accounting.

Cons

Would be tough to come up with a Con. About the only thing I can think of would be the slight learning curve on using it. But once you learn, it's easy

Pros

On the surface, the software provided most of the functions needed to run a small business. The software and hardware were relatively easy to set up.

Cons

The company made massive changes to their software in the past that resulted in partial and sometimes complete yearly data.

Pros

This software helps reduce paper use (receipt scanning function) and reduce negative impact on environment.

Cons

The software struggles to recognize information from receipts, so you end up entering the information manually.

Pros

I bought a Neat scanner on a black Friday sale and figured I would give it a try. After setting it up, it became addicting as I scanned in receipts for our small business. It really does a great job organizing and storing receipts on your computer as well as the cloud. It even goes as far as categorizing scans based on type making it easier to access if needed as well as transfer data to QuickBooks.

Cons

As with any scanner, sometimes numbers are misread for various reasons. I would highly suggest proof reading scans for errors if using for accounting purposes.

Pros

The thing I liked most about this software is that it saved directly as a PDF so I could easily attach what I scanned into my files.

Cons

The thing I liked least about this software was the fact that the file sizes were so large when it saved that I couldn't upload them into any other applications. Apparently NEAT has come out with updates recently but I gave up and tried a new software.

Pros

Well, neat lives up to it's name. We use neat for organizing all of our receipts, invoices and packing slips and we create folders so it is very easy to find something!

Cons

Honestly, we have only had one problem and I am not sure if it was because of our computer being so old and slow. We found out that a lot of the documents we scanned had actually not scanned or saved, but it was only during that one day we were scanning things in, so it could have been a user error as well.

Pros

Reads receipts easily and it is compatible with Quickbooks which fulfills the needs of the office effectively

Cons

I only purchased the mobile scanner due to space issues but would love to get the larger version later on

Pros

the way it captures and organizes information off of invoices and receipts

Cons

the particular scanner we have is very slow and jams up frequently.

Pros

The ability to scan and classify, assign categories to each document is really good. It makes the work quicker and fun.

Cons

Unable to combine files into one PDF. Unable to easily export the PDF's to usable items. it is good but not comprehensive.

Pros

Keeps everything organized, neat and clean. Easy keeping of records.

Cons

Takes a while to troubleshoot how to get everything in less pages to print.

Pros

The features to use were very easy to understand.

Cons

There was nothing to dislike about using the Neat software!