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Neat Accounting Software Review 2023

8.2 good ratings
Updated On 1 June, 2023

Neat is a cloud-based accounting software designed to simplify bookkeeping for small businesses and self-employed individuals. With Neat, users can easily manage their expenses, invoices, and receipts in one centralized location, making it easier to stay organized and track their finances.

Neat allows users to capture receipts using their mobile devices or scanners, and then automatically categorizes and reconciles the data for accurate reporting. The software also offers integrations with popular accounting software like QuickBooks and Xero, making it easy to export data for tax purposes.

In addition, Neat provides users with real-time insights into their financial performance, allowing them to make informed decisions about their business. With its user-friendly interface and robust features, Neat is a powerful tool for anyone looking to streamline their accounting processes and stay on top of their finances.

Read our other review post on sage review to know about how Neat accounting software is different from sage software.


  • User-friendly experience
  • Robust support options
  • Encourages document storage
  • Customizable reporting
  • Multiple transaction upload options


  • Expensive pricing
  • Limited to accounts receivable
  • Only supports two currencies
  • Occasionally uses accounting jargon
  • Time-consuming document upload process

Performance At Glance


Neat Accounting Software Rating

Our Verdict

Ease of Use

Neat's user-friendly interface and intuitive features make it easy for even non-accountants to manage their finances effectively.

Customer Support

While customer support is available, options may be limited, and some users have reported longer response times.

Value for Money

Neat's pricing is slightly higher than some competitors, but the software's robust features and integrations make it a worthwhile investment for small businesses.


Neat's extensive features, including expense and receipt management, real-time insights, and integrations with popular accounting software, make it a powerful tool for managing finances.

G2 Rating

Overall, Neat receives high ratings for its user-friendly interface, reliable performance, and helpful integrations, making it a popular choice among small business owners.

Features of Neat Accounting Software



Accounting Integration


Activity Dashboard


Collaboration Tools


Expense Tracking


Financial Reporting


Third Party Integrations


Archiving & Retention


Compliance Tracking


Data Import/Export


Document Management


Mobile Access


Tax Management


What’s Included in NeatBook Software?

NeatBooks is a comprehensive financial management system that provides small businesses with a suite of modules and capabilities to efficiently manage their finances. One of the standout features of NeatBooks is its powerful OCR technology, which allows users to snap pictures of receipts and upload them directly into the system, streamlining the expense management process.

With NeatBooks, users have access to a visual reporting dashboard that includes easy-to-read charts and graphs, offering valuable insights into expenses, sales, and spending. The system also includes practical transaction filtering tools, allowing users to filter entries by vendor, category, receipts, and keywords for comprehensive drill-down search functionality.

NeatBooks is also fully compatible with a range of external email marketing services, payment processing providers, and tax management software solutions. This compatibility helps users to create more unified accounting practices and workflows, reducing the risk of errors and streamlining their financial management processes.

Overall, NeatBooks is a powerful tool for small businesses, offering a range of features and capabilities that make it easy to manage finances efficiently and effectively. Whether you’re looking to streamline expense management, gain insights into financial performance, or simplify tax compliance, NeatBooks has you covered.

How to Move Documents Into Neat Software?

Moving documents into Neat Software is a simple and straightforward process. Here are the steps to follow:

  • Scanning:

    The first step is to scan the documents you want to import into Neat Software. You can use a scanner or a mobile device to capture images of the documents.

  • Importing:

    Once you have the scanned images of your documents, you can import them into Neat Software. You can do this by selecting the import option in the software and choosing the file or folder where your scanned documents are stored.

  • Organizing:

    After importing the documents, you can organize them in Neat Software. You can categorize the documents into different folders, tag them with keywords, or group them into collections.

  • Editing:

    If needed, you can also edit the documents within Neat Software. You can add notes or comments, adjust the image quality, or crop the images to focus on specific sections.

  • Retrieval:

    With your documents organized and edited, you can easily retrieve them whenever you need them. You can search for documents by keywords, date, or category, or browse through the folders and collections you created.

Overall, moving documents into Neat Software is a quick and easy process that can help you to streamline your document management and improve your financial organization. Whether you’re managing receipts, invoices, or other financial documents, Neat Software offers a powerful solution for managing all your important paperwork.

Top Neat Accounting Software Alternatives 

Choosing the best accounting software for your business can be a daunting task, given the multitude of options available in the market. In this section, we’ll compare Neat best accounting software with two other popular accounting solutions – Patriot Accounting and Zar Money – to help you make an informed decision based on your business needs and budget.



Patriot Accounting

Zar Money





Pricing Model

Per Feature

Flat Rate

Flat Rate

Free Trial





Small business owners with up to 10 employees who want to increase operational efficiency, gain real-time insights about their finances, and optimize the customer billing process.

We proudly serve American small business owners and accountants who want affordable and powerful accounting software.

No other accounting software gives you such top-to-bottom command, including full inventory management, customized reports, and automated controls.


Neat is a comprehensive accounting software that caters to the needs of small businesses. Its user-friendly interface, strong document management capabilities, and automated data entry features make it a valuable tool for businesses looking to streamline their accounting processes. 

While Neat may not offer advanced features such as inventory management or project tracking, its affordability and ease of use make it an excellent option for small businesses looking to simplify their accounting processes. 

Overall, Neat is a reliable accounting software that can help businesses improve their financial management and make better business decisions.

Frequently Asked Questions

  • Can NeatBooks integrate with other solutions?

Yes, NeatBooks offers seamless integration with popular accounting software like QuickBooks and Xero, as well as third-party applications like Shopify, Stripe, and PayPal.

  • Does Neat offer a mobile application?

Yes, NeatBooks offers a mobile app that allows users to manage their finances on-the-go. The app includes features like capturing receipts, tracking expenses, and viewing financial reports.

  • Can you use Neat without a subscription?

No, NeatBooks is a subscription-based service, and users need an active subscription to access its features and capabilities.

  • How do I connect Neat to QuickBooks?

To connect NeatBooks to QuickBooks, users can follow the step-by-step instructions provided by NeatBooks or reach out to their customer support team for assistance.

  • How do I transfer Neat files to a new computer?

To transfer Neat files to a new computer, users can export their data from the old computer and then import it into NeatBooks on the new computer.

  • Where does Neat store data?

NeatBooks stores data in the cloud, providing users with secure and reliable storage that can be accessed from anywhere with an internet connection.


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