Neat Accounting Software Review 2023

Performance At Glance

Specifications	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.
Functionality		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

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.

Conclusion

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.