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Neat Accounting Review: A Perfectly Neat Software

Neat Accounting Review: A Perfectly Neat Software

Neat is an accounting software provider that digitalizes your finances, paper receipts, filing cabinets, and invoices and allows you to step into the future and maximize your cash flow with custom invoicing, online payments, and digital bookkeeping from anywhere. Continue reading our full Neat review to know everything it has to offer your business.


14-day free trial
Smart document capture
Automatic invoice-category matching


Offers only one plan
Free trial only available with yearly subscription plan


Quick Stats

Not Available
Free Trial Period
14 days
Integration Options
Invoicing and Bill Pay Tools
Mobile Application
Not Available
Starting Price

About Neat

Neat started out in 2002 as the first vendor to fully develop an integrated software and hardware bundle. The company grew to support about two million customers and businesses with expense and document management. Over the years, the company has developed and launched several products, such as the first Automatic Document Feeder, the NeatCloud (its first cloud-based SaaS application), Wifi scanner, and much more leading up to its NeatBooks® and NeatInvoices™.

Neat earns overwhelmingly high customer reviews and praises on Trustpilot; 4.8/5 stars from 2,141 reviews. The Neat Company, Inc. is also accredited by the Better Business Bureau with an A+ rating.

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Neat Solutions

Neat Accounting

Neat's accounting software can help you visualize how you can fuel your business with trending data regarding your cash balance, top expense categories, total sales, and more. The software allows you to easily match receipts to expenses as they occur from your phone or tablet. The platform also provides you with an intuitive dashboard that presents you with all your business expenses and net cash flow, and one-click on a particular expense category can direct you to a detailed report.

Speaking of reports, Neat's accounting software generates automatic accounting reports that can inform your business decisions, such as:

  • Profit and loss statements
  • Cash flow statements
  • Balance sheets
  • Transaction reports
  • Expenses
  • Spending summary
  • Sales tax
  • Tax category
  • And much more

Moreover, with minimum effort, you can set up automated guided workflows for receipt matching, so you save yourself from all the guesswork.

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Financial Document Management

Neat offers you its best-in-class financial document management software that offers secure cloud storage that can help you declutter and gain more efficiency.

You can use your mobile device to easily scan files and capture documents to upload them into your Neat account. Neat also allows you to customize your digital file organization and easily filter and search for the documents you need without wasting a precious minute.


Neat offers its own Invoicing Software to help you get paid faster, more often, and without letting any unpaid invoice slip by.

The software will provide you with customizable invoice templates that allow you to build and send branded invoices in minutes. In addition, as Neat is partnered with WePay, a Chase company, you can provide your customers with online payments using their credit, debit cards, or bank transfers.

*Standard online payment processing fees apply to debit/credit card transactions and bank transfers. Visa, Mastercard, Discover: 2.9% plus 30 centers per transaction. Amex: 3.4% plus 30 cents per transaction. Bank transfers: 1%.

Neat Plans & Prices

Neat offers a simple subscription plan for its software. You can choose to pay monthly or yearly. The monthly subscription costs $29/month. The yearly subscription costs $24/month, billed yearly at $288.

You can also try the software for free for 14 days with the yearly subscription plan.

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Customer Support

You can reach the Neat team by live chat from its website or by submitting a ticket through its help center. The help center also packs articles and guides on its products to help you through its features and any inquiries you may have.

Final Thoughts

The Neat Company, Inc. offers pretty neat accounting software for all small businesses' needs to help them better manage their finances, invoices, and documents. Neat has a 93.2% satisfaction rate from Champion in 2020 and a 4.8/5 star rating from Trustpilot. Its overwhelmingly positive customer reviews prove its high service standards and quality.

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