Virtual Document Management
Start a paperless lifestyle and organize all of your documents in a safe & secured cloud based app platform.
Neat is a yearly subscription where you can add on solutions.
Say goodbye to bulky file cabinets, chaotic hard drives, and paper stacks.
Multiple ways to easily scan any of your documents
Scan any kind of document with our mobile app, use a traditional scanner, through email or simply dragging and dropping from a computer. Eliminate the burden of stacks of paper documents and scan the way you want your process to be.
Organize every document your way
Organize files by type, category, and more. Keep your personal documents safe, accessible, and organized. No more misfiling or lost paperwork. Digitally file your important records, easily locate them, and automate the process for worry-free document management.
Automate filing documents instead of manual entry
Neat’s powerful, patented technology allows you to capture your data from documents and help with categorization. Organize files with guided workflows with suggested matching to make filing easy.
Go paperless with your own digital filing cabinet
Neat is a yearly subscription where you can add on solutions.
The benefits of having a digital filing cabinet
Save time filing and searching
Reduce your time filing your important documents by automating your digital filing system with guided workflows. Neat's powerful search functionality allows you to find these uploaded documents instantly. Quickly locate files using keywords, dates, or categories.
Easily share to anyone to have access
From significant others, business partners to financial & legal advisors you can share specific documents with anyone you provide permission to from anywhere. Share comments, important files and folders to collaborate with your trusted partners.
Keep your information secure & safe
Protect from natural disasters or cyber threats. Neat has compliant data centers in which they monitor 24/7/365 and perform numerous audits. Have bank-level encryption to keep your digital filing cabinet secured. Privacy is at the utmost priority and you will not have to worry about your files being shared or sold.
Your digital filing cabinet close by everyday with our mobile app
Capture documents from anywhere
Quickly snap a picture of any paper document. Then upload them straight to Neat using the app.
Access documents from anywhere
At any moment you might need an important document to use. Using our Neat app allows you to quickly find them easily.
Neat
Our primary platform for file document management.
Start organizing today.
Unlimited file storage
Data capture with human verification
Track your expenses
Easily filter and search for documents
File sharing and collaboration
Bank-level security encryption
Accessible from anywhere
Access to our Help Center Knowledge Base
Unlimited email & chat support
- Review & send all expense-related data to QuickBooks. Images of receipts and invoices are automatically attached.
- Sign in to QuickBooks from the Neat app to connect.
- Map expenses once to match your QuickBooks preferences and future data will map automatically.
