Neat

What Neat is

Neat is a receipt and document tracking service for freelancers, gig workers, small business owners, and people managing personal finances. It accepts receipt and invoice images through its mobile app, email, drag-and-drop uploads, and compatible scanners. Its OCR extracts details from paper documents, including merchant, date, tax, and total, to reduce manual entry. Users can organize files by expense type and tax category, then search and filter them. Documents can be added to expense reports, and uploaded receipts can be matched with streamed transactions. Neat also provides live views of cash balance, leading expense categories, total sales, and other transaction data. Integrations include QuickBooks, H&R Block, Quicken, TurboTax, Outlook, Campaign Monitor, Mailchimp, Google Contacts, and Constant Contact. Its QuickBooks Online integration transfers expense data and attaches receipt and invoice images, with expense mapping saved for future transfers. The Neat plan costs $200 a year and includes unlimited file storage, expense tracking, search and filters, file sharing and collaboration, and unlimited email and chat support. The 14-day trial requires a credit card and converts to the selected plan when it ends. Neat says stored files use AES-256 encryption and data is encrypted in transit and at rest.

Who it suits

Neat is intended for freelancers, gig workers, small business owners, and individuals managing personal finances. It may suit people who want to organize receipts and invoices across mobile, desktop, and web platforms.

Limits

Neat has no free plan. The trial lasts 14 days, requires a credit card, and converts to the selected plan at the end; the optional add-ons require a Neat subscription.

Getting started

1. Open the Neat receipt tracking website
2. Start the 14-day trial or select the $200 a year Neat plan
3. Provide a credit card for the trial
4. Use the mobile app, email, drag-and-drop uploads, or a compatible scanner
5. Install the free desktop application to scan and manage files
6. Add optional VIP Service or Automated Insights if needed

Verdict

Neat combines document capture, expense organization, reporting, and accounting integrations. The $200 a year plan and credit-card-required trial are important terms to consider.