SaaSipedia

Neat

neat.com
Document Management
Weekend Project

A smarter way to manage your receipts and documents

How to Replace Neat
Compare:vs Filestackvs ShareFilevs SmartVault

Overview

Neat is an all-in-one document management solution that helps users effortlessly scan and organize receipts, invoices, and financial documents. The platform uses OCR technology to automatically extract key information and transform paper documents into searchable digital records. It serves over 2 million small businesses with secure, paperless expense and document management.

Features

13 features across 6 categories

AI & Automation(3)

Automated InsightsAIPremium

Premium add-on providing automated insights into financial data

Automatic CategorizationAIPremium

Automatically categorizes documents and expenses for tax preparation

OCR TechnologyAI

Automatically extracts key information from documents to save time and create accurate records

Also in: Ivanti, Ironclad, Chili Piper

Capture(4)

Drag & Drop Upload

Drag receipts and documents and upload from desktop into Neat

Email Forwarding

Forward important documents straight from email directly into Neat

Mobile Scanning

Quickly snap an image of receipts or documents with the Neat mobile app

Scanner Import

Use a compatible scanner or Neat's virtual printer to import documents

Also in: Hubdoc, Kapwing, Workflowy

Organization(1)

Document Organization

Transform piles of receipts into organized, searchable digital records

Also in: Hugging Face, Smartsheet, 1Password

Reporting(2)

Real-time Expense Visibility

Access real-time visibility into expenses, spending, sales, and income

Tax-Ready Reports

Generate tax-ready reports to simplify tax season and maximize deductions

Also in: monday.com, Smartsheet, 1Password

Security(2)

Data Encryption

Uses bank-level encryption to keep data secure from breaches

Disaster Recovery

Provides 100% file protection from natural disasters

Also in: Hugging Face, Notion, Airtable

Support(1)

VIP ServicePremium

Premium support service add-on for enhanced customer support

Also in: Obsidian, 1Password, Bitwarden

Pricing

Neat

Popular
$200/year
  • ✓Document scanning and organization
  • ✓OCR technology
  • ✓Mobile app access
  • ✓Email forwarding
  • ✓Scanner integration
  • ✓Drag and drop upload
  • ✓Real-time expense visibility
  • ✓Tax-ready reports
  • ✓Bank-level encryption
  • ✓Disaster recovery protection

VIP Service

$50/year
  • ✓Priority customer support
  • ✓Requires Neat subscription

Automated Insights

$150/year
  • ✓Automated financial insights
  • ✓Advanced reporting
  • ✓Requires Neat subscription

Cost Calculator

Pricing data not available for Neat. Check their website for current pricing.

Build vs Buy

Should you build a Neat alternative or buy the subscription? Estimate based on 13 features.

Buy Neat

Better Value
Monthly costContact Sales
3-year totalVaries
Time to deployDays

Build Your Own

Development cost$12,000
Maintenance$180/mo
3-year total$18,480
Dev time~1 months

Buying Neat saves ~$18,480 over 3 years vs building.

Estimates based on 13 features and a BuildScore of 5/5. Actual costs vary.