Here you will find all the latest The Neat Company promotions, discount codes, savings, and more!
The Neat Company offers easy-to-use receipt capture & reconciliation software for small businesses & accounting professionals. The platform digitizes documents and automates your bookkeeping tasks to help save paper. If your business has a high volume of expense transactions, Neat would be a great service for you. Continue reading on for more on Neat and its current promotions.
(Visit the site to learn more about the promotion)
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Table of Contents
Current Neat Promotions
Neat 15-Day Free Trial
If you would like, you can try all of Neat’s features for free for 15 days. To get it, simply navigate to the Neat free trial page, enter your email and click “Get Started.” This offer is only available for new customers only.
(Visit the site to learn more about the promotion)
Neat Features
Neat makes bookkeeping simple, instant and automated. As tax season approaches, Neat can help you prepare by helping you track, manage and condense your business’s financial data.
Track Receipts
Neat uses a powerful OCR software that takes information from any paper document, turning it into keyword-searchable data and allowing you enter receipts quickly and accurately. All you have to do is scan your receipts, take a picture, or drag and drop documents into the software.
Other features include:
- Categorize, split, add and edit line items.
- Organize your data by expense type, tax category and more.
- Find documents easily by doing a keyword search or using various filters.
Reconcile
You can manage all of your transactions and documents from paper receipts, bank transactions, invoices and email data on Neat.
Tax Prep
Neat marks expenses and retains records, maximizing your deductions and audit-proofing your business. It can also send tax categories, expenses and document images to your accountant, tax preparer or accounting software, like TurboTax and H&R Block.
Customer Support
Depending on the plan you choose, the customer support differs. If you subscribed to Complete, you have unlimited access to phone, chat and email support. Basic members can use chat and email only.
Neat Pricing
After your 15-day free trial, you can upgrade or downgrade your subscription at any time. Choose between Basic or Complete, and pay month-to-month or annually:
| BASIC | COMPLETE | |
| Billed Monthly | $15/month | $29+/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% | 990% |
| 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 |
*Pricing varies based on number of documents uploaded per month.
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Bottom Line
If you’re looking for an easy way to sort your document workflow and expense reporting, Neat is the service for you. You are able to store your documents, categorize your data, reconcile your transactions and prep before tax season comes.
If you are still unsure about committing to a month-to-month or annual plan, you can try out Neat’s features free for 15 days. For more deals like this, check out more ways to save money!
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