Compare between Neat and other vendors

Yes. Neat offers a 14-day free trial that allows new users to explore the full software. Although a credit card is required, the subscription will auto-renew if not canceled before the trial ends. They also provide a 30-day money-back guarantee on annual plans, allowing users to request a full refund if they are not satisfied. Together, these policies give you several weeks to evaluate Neat with minimal risk.

Yes. Neat is fully cloud-based and accessed through a web browser or mobile apps, with no desktop software required. Their iOS and Android apps let you scan receipts, categorize expenses, and view documents and reports on the go, with real-time syncing across devices. This setup makes Neat easy to use whether you’re at your desk or away from the office.

Neat uses an annual pricing model. The base plan costs $200 per year and must be paid in full upfront, as a monthly option is not available. Two add-ons are available: Automated Insights for $150 per year, which adds bank syncing, reports, and invoicing, and VIP Service for $50 per year, which includes phone support and one-on-one training. With all features, the total annual cost reaches $400. Neat also offers a 14-day free trial and a 30-day money-back guarantee to help users evaluate the software before making a full commitment.

Neat focuses on expense tracking and document management, so it lacks several features found in full accounting suites. It does not support payroll, inventory management, time tracking, project accounting, or purchase orders. Integrations are also limited, with direct support primarily available for QuickBooks Online and select tax software, rather than platforms like Xero or FreshBooks. As a result, Neat works best for managing expenses, invoices, and documents, but businesses with broader accounting or integration needs may require additional tools.

Yes. Neat supports invoicing through the Automated Insights add-on. With this feature, users can create and send customizable invoices, add their logo, and email invoices directly to clients. Neat also enables online payments via credit card or ACH, with invoices automatically marked as paid once a transaction is completed.

While Neat does not charge extra beyond the add-on, standard payment processor fees apply. The invoicing tools are well-suited for freelancers and small businesses that need simple billing and faster payments, though they lack the advanced workflows found in dedicated invoicing platforms.

Neat allows up to four users per account at no extra cost, making it easy for small teams to collaborate. Each user gets their own login and can be assigned specific access levels, such as uploading receipts or viewing reports. This setup works well for business owners, partners, and bookkeepers who need shared access without sharing passwords.

Yes. The IRS generally accepts digital copies of receipts, provided they are accurate, legible, and contain the same information as the original. Neat captures key details, such as dates, amounts, and vendors, and stores receipt images securely in an organized, easily retrievable format, which supports audit compliance. If needed, receipts can be printed or shared electronically during an audit, making Neat a practical option for maintaining records that are audit-ready.

Neat offers multiple support options to suit different needs. All users receive email and live chat support during weekday business hours, along with access to a comprehensive Help Center filled with FAQs, guides, and tutorials available 24/7. Many users report quick responses and helpful resolutions through chat alone.

For more hands-on assistance, Neat offers a VIP Support upgrade for $50 per year. This includes priority phone support, remote assistance, and two monthly one-on-one training sessions with a Neat expert. Whether you prefer self-service resources or personalized guidance, Neat provides a solid support structure for small businesses.

Yes. Neat works well with accountants by allowing you to add them as users, so they can access organized receipts, documents, and reports directly. It also integrates with QuickBooks Online, making data sharing even easier. While Neat doesn’t replace an accountant’s expertise, it reduces manual work and can lower accounting costs by keeping records clean and audit-ready.

You can find a demo of Neat’s accounting software on their official website, typically on the Features or Pricing page, where they offer video walkthroughs or guided tours. If a live demo isn’t immediately visible, you can also request one by contacting their sales team through the Contact Us form or by using the live chat feature on the site. Many users also share walkthrough videos on YouTube that show key features in action.