The Neat Company is welcoming new customers with a 15-day free trial of their bookkeeping and document management software. Additionally, this platform helps get rid of paper by digitizing documents and automating your bookkeeping tasks. Neat is a great way for small businesses to be organized, especially with a high volume of expense transactions included.
Read below for more information on what Neat Company has to offer.
The Neat Company 15-Day Free Trial
Test out all of Neat’s features free for 15 days. Just go to the Neat free trial page and put in your email and click “GET STARTED.” Furthermore, this offer is available for new customers only.
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Neat Features
With Neat Company, they make bookkeeping easy, instant, and automated. This way, you’re able to keep track, manage, and centralize your business’s financial data. You can even stay on top of the health of your enterprise and prepare for tax time as well.
Track Receipts
Neat uses a powerful OCR software that will be able to get information from any paper document, turning it into usable, keyword-searchable data. This lets you enter receipts fast and accurately. Just scan your receipt, snap a picture, or drag and drop documents into the software.
Some other perks are:
- Categorize, split, add, and edit line items.
- Organize your data by expense type, tax category, and more.
- Find documents easily when you do a keyword search or use various filters.
Reconcile
Neat allows you to manage your transactions and documents in one place. This includes paper receipts, bank transactions, invoices, and email data. The software will also suggest matches automatically, based off of your transactions.
Tax Prep
With Neat Company, they will tag expenses and retain records, maximizing youe deductions and audit-proofing your business. Other than the ability to digitize your receipts and automatic reconciliation, the software can even send tax categories, expenses, and document images to your tax or accounting software.
Some of these tax software can be like QuickBooks, TurboTax, and H&R Block. Additionally, you can also send items to your accountant or tax preparer directly from Neat.
Customer Support
The level of support you get will depend on the plan you pick. If you subscribe to Complete, you’ll have unlimited access to phone, chat, and email support. Basic members can get their questions answered via chat and email only.
Neat Pricing
After your 15-day free trial is over, you can upgrade or downgrade your Neat subscription whenever you want. Pick from Basic or Complete, and pay month-to-month or annually:
| Basic | Complete | |
| Billed Monthly | $15/month | $35+/month* |
| Billed Annually | $13/month | $29+/month* |
| # of Uploaded Documents | 100/month | from 10/month |
| # of Users | 1 user | 5 users |
| Support | Chat & email | Phone, chat & email |
| Data Processing Accuracy | 80% | 99% |
| Receipt Capture | x | x |
| Expense/Tax/Spend Reporting | x | x |
| QuickBooks Online Integration | x | x |
| QuickBooks Desktop Integration | x | |
| Bank/Credit Card Streaming | x | |
| Automated Document Matching | x | |
| Transaction Reconciliation | x | |
| Line Itemization | x | |
| Business Health Insights | x |
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Conclusion
If you want to simplify and automate your documents in one place, Neat Company is a great option to consider. It’s efficient and stores your documents, categorizes your data, reconcile your transactions, and prep for tax time. Additionally, before you sign up for Neat, they have a free 15-day trial for you to test out what they have to offer.
