On the recordRead 4 Oct 202613 facts
Neat
Plans and prices
VIP Service add-on
$50a year
Requires a Neat subscription
Read 4 Oct 2026 · neat.com
Automated Insights add-on
$150a year
Requires a Neat subscription
Read 4 Oct 2026 · neat.com
Neat
$200a year
Unlimited file storage · expense tracking · search and filters · file sharing and collaboration
Read 4 Oct 2026 · neat.com
On the record
- Automated insights
- Neat provides live views of cash balance, top expense categories, total sales, and other transaction data.neat.com · read 4 Oct 2026
- Compliance status
- Neat says its data center partners are SOC 2 Type II and ISO 27001 certified, and that Neat plans to pursue its own SOC 2 Type II attestation.neat.com · read 4 Oct 2026
- Desktop app
- Neat’s Help Center says its desktop application is free for users with or without a subscription and can scan and manage files.support.neat.com · read 4 Oct 2026
- Expense organization
- Users can organize files by expense type and tax category, then search and filter them.neat.com · read 4 Oct 2026
- Expense reports and reconciliation
- Neat lets users add documents to expense reports and match uploaded receipts with streamed transactions.neat.com · read 4 Oct 2026
- Integrations
- Neat lists QuickBooks, H&R Block, Quicken, TurboTax, Outlook, Campaign Monitor, Mailchimp, Google Contacts, and Constant Contact as integrations.neat.com · read 4 Oct 2026
- Intended users
- Neat describes its receipt tracking product for freelancers, gig workers, small business owners, and individuals managing personal finances.neat.com · read 4 Oct 2026
- OCR
- Neat says its OCR extracts information from paper documents to reduce manual data entry.neat.com · read 4 Oct 2026
- QuickBooks integration
- Neat can send expense data and attach receipt and invoice images to QuickBooks Online, with expense mapping saved for future transfers.neat.com · read 4 Oct 2026
- Receipt and document capture
- Neat accepts receipt and invoice images from its mobile app, email, drag-and-drop uploads, and compatible scanners.neat.com · read 4 Oct 2026
- Security
- Neat says stored files use AES-256 encryption, data is encrypted in transit and at rest, and customer information is not sold.neat.com · read 4 Oct 2026
- Support
- The subscription listing includes unlimited email and chat support, and the Help Center says subscriber support and contact options are available in the app.neat.com · read 4 Oct 2026
- Trial terms
- Neat’s Help Center says the free trial lasts 14 days and requires a credit card; the account converts to the selected plan at trial end.support.neat.com · read 4 Oct 2026
