For small businesses and sole proprietorships in need of fast and accurate document reduction and spending management solutions, The Neat Company provides a cloud-based expense data and document consolidation, retention and processing platform that saves time and money while enabling collaboration with competitive insight.
Established in 2002, The Neat Company focused on simplifying the tasks of reducing paper clutter and receipt scanning, document digitization, and data entry through award-winning document scanning products. Our evolution has brought The Neat Company into a broader scope with a focus on developing small business software solutions that address a wider set of needs in the ever-changing small business environment.
The Neat software platform provides small businesses, particularly those with a high volume of monthly expense transactions with the need to streamline the storage and organization of all business documentation, with the ability to quickly enter or import and convert document images into a digital data format. Neat helps organize and categorize the data and satisfy business reporting needs related to accounting and taxes. Neat is also a valuable solution for document retention for audit preparedness, provides the ability to create and leverage a variety of spending reports and analysis tools, and offers integrations with contact management and marketing automation tools.
Learn more at www.neat.com.
Joey S.
Advanced user of The Neat Company
★★★★★
Good product and dependable easy to use and cloud based
What do you like best?
Easy to use and scan documents. good clarity and the ability to make sure it knows whether it is a document or a business card is helpful for searching for documents as well. the software is very simplistic for not having the cloud version. the ability to scan multiple documents to particular folders, combine them and send them. the ability to email as well is nice after they are scanned. You can link it to your cloud account and able to push them there so you can access them at any point. we currently do not use the cloud version as we just use the desktop version to scan and save them locally which works fine for us as well.
What do you dislike?
Being replaced by phones now. the features are great but the ability to have it in an app is more helpful especially with ones that will put it to a GL account or be able to search for things through the apps and through the cloud based items also. I am sure they will get there if they have not already but still have a lot of success with apps that are free at this point.
Recommendations to others considering the product:
It is a good product. There is a lot of options out there. only downside this vs a cell phone or tablet is the fact you have to buy the hardware for it. Outside of that it is easy to use and put into multiple offices. Do your research i think this is a good fit for light operations.
What problems are you solving with the product? What benefits have you realized?
we use it to scan documents and receipts to clients along with keeping record of items that might be needed such as resumes etc. We currently like to use it as a backup system in case our scanning software has issue
Review source: G2.com
