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SPECIFICTION
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Neat

neat.com

From $4.17/mo Free trial WebWindowsmacOSiOSAndroid
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Spec score 8.4 #9 of 30 in Receipt Scanner Apps

What it is

Neat is receipt and document tracking software for freelancers, gig workers, small businesses, and people managing personal finances. It captures receipt and invoice images from its mobile apps, email, drag-and-drop uploads, and compatible scanners. OCR extracts merchant, date, tax, and total fields from paper documents. Files can be organized by expense type and tax category, then searched and filtered. Users can add documents to expense reports and match uploaded receipts with streamed transactions. Live views cover cash balance, expense categories, total sales, and other transaction data. Neat integrates with QuickBooks, H&R Block, Quicken, TurboTax, Outlook, Campaign Monitor, Mailchimp, Google Contacts, and Constant Contact. QuickBooks Online transfers expense data and attaches receipt or invoice images, retaining expense mapping. Apps run on Android, iOS, macOS, web, and Windows. The Neat plan costs $200 a year and includes unlimited storage and support.

Spec sheet

Intended users
Neat describes its receipt tracking product for freelancers, gig workers, small business owners, and individuals managing personal finances.Read 4 Oct 2026 · neat.com
Integrations
Neat lists QuickBooks, H&R Block, Quicken, TurboTax, Outlook, Campaign Monitor, Mailchimp, Google Contacts, and Constant Contact as integrations.Read 4 Oct 2026 · neat.com
Security
Neat says stored files use AES-256 encryption, data is encrypted in transit and at rest, and customer information is not sold.Read 4 Oct 2026 · neat.com
Support
The subscription listing includes unlimited email and chat support, and the Help Center says subscriber support and contact options are available in the app.Read 4 Oct 2026 · neat.com
Automated insights
Neat provides live views of cash balance, top expense categories, total sales, and other transaction data.Read 4 Oct 2026 · neat.com
Compliance status
Neat says its data center partners are SOC 2 Type II and ISO 27001 certified, and that Neat plans to pursue its own SOC 2 Type II attestation.Read 4 Oct 2026 · neat.com
Desktop app
Neat’s Help Center says its desktop application is free for users with or without a subscription and can scan and manage files.Read 4 Oct 2026 · support.neat.com
Expense organization
Users can organize files by expense type and tax category, then search and filter them.Read 4 Oct 2026 · neat.com
Expense reports and reconciliation
Neat lets users add documents to expense reports and match uploaded receipts with streamed transactions.Read 4 Oct 2026 · neat.com
OCR
Neat says its OCR extracts information from paper documents to reduce manual data entry.Read 4 Oct 2026 · neat.com
QuickBooks integration
Neat can send expense data and attach receipt and invoice images to QuickBooks Online, with expense mapping saved for future transfers.Read 4 Oct 2026 · neat.com
Receipt and document capture
Neat accepts receipt and invoice images from its mobile app, email, drag-and-drop uploads, and compatible scanners.Read 4 Oct 2026 · neat.com
Trial terms
Neat’s Help Center says the free trial lasts 14 days and requires a credit card; the account converts to the selected plan at trial end.Read 4 Oct 2026 · support.neat.com

Plans and prices

VIP Service add-on $50 a year Neat + $50/year Requires a Neat subscription Read 4 Oct 2026 · neat.com
Automated Insights add-on $150 a year Neat + $150/year Requires a Neat subscription Read 4 Oct 2026 · neat.com
Neat $200 a year $200/year Unlimited file storage · expense tracking · search and filters · file sharing and collaboration · unlimited email and chat support Read 4 Oct 2026 · neat.com

Every Neat plan and price →

Strong points and limits

Strong points

  • Captures receipts through app, email, uploads, and scanners
  • OCR extracts merchant, date, tax, and total
  • Expense reports can match receipts with transactions
  • QuickBooks Online transfer retains expense mapping
  • Runs on Android, iOS, macOS, web, and Windows

Limits

  • No free plan
  • Trial requires a credit card
  • VIP and Automated Insights cost extra
  • Desktop license is free, but subscription features are paid

Who it suits

Neat suits freelancers, gig workers, small business owners, and individuals organizing personal finances across mobile, desktop, or web.

Verdict

Neat combines broad capture options, OCR, expense organization, reporting, and accounting integrations. The $200 a year plan has no free tier, while a 14-day card-required trial is available.

Where Specifiction places it

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