Neat
The ultimate financial management platform for your small business.
Overview
Neat is a financial management platform that specializes in bookkeeping automation through advanced document capture and data extraction. It allows small businesses to scan, upload, or email receipts and invoices, and Neat's software uses OCR and human verification to extract the key data. This data can then be used for bookkeeping, expense reports, and tax preparation. It aims to eliminate manual data entry and organize financial documents in one secure, searchable cloud-based location.
✨ Key Features
- Receipt and Invoice Capture (Mobile, Scan, Email)
- OCR and Human-Verified Data Extraction
- Expense Management and Reporting
- Secure Document Storage
- Bookkeeping and Reconciliation Tools
- Integration with accounting software
🎯 Key Differentiators
- High accuracy data extraction with human verification
- Focus on document management and organization
- Simple bookkeeping features integrated with document capture
Unique Value: Saves small businesses countless hours of manual data entry by accurately and automatically capturing data from financial documents.
🎯 Use Cases (3)
✅ Best For
- A construction company capturing job-related receipts in the field
- A consultant organizing business expenses for tax deductions
- A small business automating the data entry of supplier invoices into QuickBooks
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Businesses needing a full-service accounting solution with no other software
- Companies that have very few receipts or invoices to process
🏆 Alternatives
Offers a more complete bookkeeping solution compared to pure expense tracking apps, and higher accuracy than many OCR-only tools.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
✓ 15-day free trial
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