Liza on the CHAT line I connected with twice for getting my program and scanner updated. Both visits she was very helpful. She accessed my computer remotely and was able to delete and install pro... See more
Company replied
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See what reviewers are saying
I was having trouble remembering how to do a specific report. I reached out on CHAT and Liza came on to help! After trying, unsuccessfully, to generate a duplicate report from last year, She finally a... See more
Company replied
I was given exactly the level of attention a customer should receive. I was contemplating converting back from NeatVault to Neat Year (after taking off a year from Neat web experience) and wasn't s... See more
Company replied
Liza C. Was wonderful. She worked perfectly helping an individual who’s technology skills are the best to say the least. If all the specialists are close to who she is. The service will definit... See more
Company replied
Company details
- Cloud Storage Service
- Accounting Software Company
- Business to Business Service
- Cloud Computing Service
- Software Company
- Tax Preparation
Written by the company
Neat is a comprehensive expense management and cloud storage solution designed to streamline financial processes for businesses and personal users! It offers a range of features including expense tracking, receipt scanning, invoicing, and accounting integration. Neat allows users to easily track their expenses by capturing receipts through various channels such as mobile apps, email, or by uploading scanned images. This eliminates the hassle of manual data entry and ensures accurate record-keeping. With Neat, users can organize and categorize their receipts digitally. This makes it easy to retrieve specific receipts when needed, saving time and reducing the risk of losing important documentation. By centralizing financial data within the Neat platform, users gain access to real-time insights into their finances. This helps them make informed decisions and identify areas for cost savings or revenue growth.
Contact info
1515 Market Street Suite 1200, 10102, Philadelphia, United States
- (866) 632-8732
- sales@neat.com
- neat.com
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
Looks like we were able to get you scanning again!
Kudos, Liza!
Alma was a huge help and went above and…
Alma was a huge help and went above and beyond to assist me. Thank you!
21 March 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Alma!
We are pleased to know she was able to assist with your scanner and filing needs. Way to go, Alma!
I received my call today and was very…
I received my call today and was very helpful! He was very patient and helpful! I would highly recommend the Neat for managing your expenses business or personal’
13 March 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Steven!
We appreciate you being a Neat customer. We look forward to serving you in the future!
Prompt, patient, knowledgeable assistance with solving technical issue with third party scanner.
Liza; much patience and understanding of my issue and was able take care of it quickly.
10 March 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review.
Well done, Liza!
Liza was great.
10 March 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a review!
We appreciate you being a Neat customer.
Well done, Liza!
The tech is well train and knowledgeable
10 March 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Liza! Great to know you had a good experience during the migration process. Well done, Liza!
Great customer service!
10 March 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Steven!
So glad he was able to help you become familiar with our Neat Mobile app.
Thanks for being a Neat customer!
Dolly was my Chat Tech today
Dolly was my Chat Tech today. I'll tell you she was a great help today in resolving my issues logging in and recovering my files. She was very patient with me, and I appreciate her and her knowledge. The was very helpful in all aspects of knowledge in ALL areas of the Neat website!
She is an ASSET to the company and should get a raise!!!
9 March 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Dolly!
So glad she was able to recover your files. Thanks for being a Neat Customer since 2012!
Thanks Liza for Great Customer Service!
Thanks Liza for Great Customer Service!
Although it took awhile for a rep to join the chat, once Liza came online she immediately addressed my issue. Strong and capable CSR’s are vitally important, so it appears your properly training your people to meet customers needs and expectations.
7 March 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a review!
We appreciate your patience, as tax season is a busy time at Neat. Well done, Liza!
Legacy Database Migration
Neat Support was patient as we migrated a 9-year legacy database with over 10,000 records into Neat Cloud. Many questions answered during the 5-week process.
1 March 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review! We truly appreciate you being a long-time Neat customer. Shout out to Alma for migrating all those files!
Smooth transition!
After using Neat for over a decade on a Windows platform, IT assistant, Liza made the process of me going to Mac, smooth and professional. NEAT just keeps getting better and better. Thank you NEAT Team!
Steve H
3 March 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review! Happy to know we could help you make the transition to your Mac easy. Thanks for being a Neat customer!
The rep was able to answer all my…
The rep was able to answer all my questions and resolved everything i needed and got me suited for the best fit.
24 February 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Alma!
We welcome you to the newest version of Neat. Your plan includes phone and technical support as well as training.
Visit us here to sign up for a one-on-one training session https://calendly.com/neat-customer-success/1-1-training?month=2023-02
1/24/2023
1/24/2023, Case#503187, Liza was Outstanding! She was professional and very knowledgeable. She resolved my problem quickly and educated me on the proper operation of the software!
24 February 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
Glad to know you had an optimal experience with Liza!
Thank you for choosing Neat!
Liza got right to the issues and after…
Liza got right to the issues and after a hickup, she found that I didn't tell her the correct version. She was able to put in windows 10 instead of what I told her (windows 7). When this was corrected, she was able to install my drivers, which were erased after update, quickly. She was kind and thorough. Thank you Liza
23 February 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
Thank you for choosing Neat! Happy that Liza was able to get you scanning once again!
Liza C
Liza C. Was wonderful. She worked perfectly helping an individual who’s technology skills are the best to say the least. If all the specialists are close to who she is. The service will definitely be worth the fees.
Thanks Liza C. Appreciate your assistance.
Lorenzo
23 February 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Liza! We appreciate you being a Neat customer. We think Liza is wonderful too!
Liza
Liza, was very helpful and answered all my questions and explained to me why I couldn’t integrate with my quickbooks desktop.
20 February 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
Your current plan only includes QuickBooks Online and you would need to upgrade for QuickBooks Desktop. Thank you so much for choosing Neat!
Neat isn’t so Neat…
Neat has some good capabilities, but also has problems (like its GUI). I’ve been using Neat for many years for home bill management, but I haven’t been using it well, so I’ve thought of downloading my data, closing my account and doing something else with the data rather than keep paying Neat when I’m not using it. Lo and behold, I find that I can’t (at least not easily)! Their current software only allows you to download 1 item at a time. With 2K+ items in the NeatCloud and difficulty typing, I’m looking at several weeks of trying to download the data. Their legacy software used to have an “export all” capability, but it stopped working when I moved to NeatCloud (no sync). So, I’ve been locked into either biting the bullet on downloading 1 item at a time or sacrificing all my data!
On other issues, their documentation on what products they have (and have had), what the products do (for non-businessmen) and their limitations could be improved. One area that bites me is how large of a display do I need to get everything to fit well (so my old eyes can read it)?!? The GUI could be much improved.
Ultimately, I think Neat is trying to lock people into its tool rather than provide open interfaces which might allow them to focus on cloud storage and let new tools be developed in the field.
UPDATE (02/21/23):
After reading Neat’s reply to my review, I want to apologize and will raise the rating to 5 stars. A few years ago, in talking with Neat, I was informed that the Legacy system had “export all”, but not the Smart Organization system (I think I’ve still got the email somewhere). Apparently, that is no longer true, but I let that color my thinking when I misread Neat’s recent email which explained how the updated software now has the capability. I now see that it is working and I am much happier about staying with Neat knowing I have a backup if Neat should ever falter. Thank you for the reply!
19 February 2023
Unprompted review
Reply from The Neat Company
Hello David,
Thank you for your feedback! We are happy to have you as a Neat customer since 2012!
Looks like back on December 14, 2022, you inquired about pdf download. On December 15, 2022, we responded and will forward you a copy of that email, today, so that you have quick access to it.
We appreciate your feedback about our GUI. You have over 2,000 items in store with us. You can also change your current 'item' setting, located in the left-middle of your Neat screen,
to display 100 items and not the 10 or 25 that you may currently have as a default.
We understand that individuals and business owners may use Neat differently. If you have specific questions that you did not find answers to on Neat.com where you
can engage us in our 24/7 chat or view our always-available Help Center articles, please feel free to schedule a one-on-one training session at a time that is convenient for you. Please schedule here: https://calendly.com/neat-customer-success/1-1-training?month=2023-01
Feel free to reply to the email we forwarded today if you have any other concerns or questions.
Thank You
Updated 2-22-2023
David,
So kind of you to raise your rating to 5-stars. We appreciate you!
Agent was courteous and very helpful.
17 February 2023
Reply from The Neat Company
The Neat Company thanks your for leaving a 5-star review!
We are glad we could help you access your files!
Each person I have talked with at Neat…
Each person I have talked with at Neat have been incredibly helpful and very nice and patient and Alma was also excellent.
Thank you so much for having such a great team of employees.
Margaret
17 February 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Alma and the Team!
We appreciate your business. So glad to hear we could get you scanning again.
Had it with Neat.com
I purchased a scanner and program about 8 years ago. Loved it. Easy to use software, very consumer friendly. I had a small business and it worked very well for me. And then...they made changes in their software and everything is cloud based. Awful. Have spent hours with their "experts" only to have them ultimately agree that the software is lacking. Have set phone appointments and never got calls. Chat never open. The rates doubled but the product diminished. I literally threw hard earned money out the window. A few customer service agents have been nice to deal with but have no power to improve the software. Lots of excuses...meanwhile they collected $264. Ultimately I was told the only way to get the expense report (simple request!) is to pull it together manually. Really. How inefficient. And what did I pay for then? If I cancel I lose access to all my past years data. Cannot export it...really crummy. I tried the last 2 years to be "useful" and "helpful." Now I am just mad.
15 February 2023
Unprompted review
Reply from The Neat Company
Sarah,
Thank you so much for your feedback.
We appreciate you being a Neat customer since 2015.
We recognize that you are a fan of our legacy Neat software and hardware products. There was no requirement to discontinue using our legacy Neat software and scanners. Some customers still use those retired Neat products with the understanding that the products are out of warranty and have received no updates.
The main benefit of Neat Cloud is that it allows customers to access Neat from multiple computers or mobile devices, from any location, and not merely be confined to just one computer.
We are sorry if you had difficulty connecting with us. Our chat is available 24/7, and our chat and phone live agents are available Mon-Friday 9 am-8 pm EST.
We believe Neat is fairly and competitively priced. You have been able to remain on one of our low-cost monthly plans. We stopped offering monthly plans back in 2022.
Looks like you were scheduled for phone appointments on February 14 and February 15. Our agents reached out to you multiple times by phone only to reach your voicemail. We also immediately followed up by email to make you aware of our phone attempts and to have you reschedule.
It does appear that our Neat Expert worked with you remotely to assist with reports. We are sorry that our expense reports don't meet your exact needs as they only include receipt item types, but we can add a suggestion to expand the criteria to our ideas portal as a feature request.
There is very little manual work required once items are stored in NeatFiles except creating and naming folders or re-categorizing your items as needed.
For additional education on creating reports and managing files, please take advantage of our free one-on-one training sessions by scheduling an appointment here: https://calendly.com/neat-customer-success/1-1-training?month=2023-01
You can also export your data at any time by following the instructions here: https://support.neat.com/neatapp/export-items-from-neat
Feel free to connect with our support team if you have any further concerns https://support.neat.com/customerservice/contact-support-team
Thank You
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