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70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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Description | The Neat software platform provides small businesses, particularly those with a high volume of monthly expense transactions with the need to streamline the storage and organization of all business documentation, with the ability to quickly enter or import and convert document images into a digital data format. Neat helps organize and categorize the data and satisfy business reporting needs related to accounting and taxes. Neat is also a valuable solution for document retention for audit preparedness, provides the ability to create and leverage a variety of spending report and analysis tools, and offers integrations with contact management and marketing automation tools. Read more | ClientAccessWeb, Applied Innovation’s flagship software solution gives your agency the tools to control time and expenses. Streamline your business by automating workflow between agency and clients. Hosted in our private cloud, communicate with your clients via secure messaging, receive new account placements with customizable templates or bulk upload. Provide your clients with interactive account inquiry screens and on-demand reporting tools. Allow your clients to manage themselves. Read more |
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SW Score & Breakdown |
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70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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Total Features |
7 Features
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2 Features
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Common Features for All |
Bank Feed Sync
Receipt Scanner
Reconciliation Summary
Spend Control
Tax Claim
Third-party Integration
Time & Expense Tracking
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Bank Feed Sync
Receipt Scanner
Reconciliation Summary
Spend Control
Tax Claim
Third-party Integration
Time & Expense Tracking
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
Excellent Customer Support, Knowledgeable Support Staff, Ease of Use, Efficient Receipt Management Software Bugs and Glitches, Forced Cloud Migration, Lack of Legacy Software Support, Limited Functionality in Cloud Version |
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Review Summary |
Users appreciate Neat's user-friendly interface, highlighting its ease of use and intuitive design. The platform's ability to seamlessly integrate with various accounting software and financial institutions is also praised for streamlining workflows. However, some users have expressed concerns regarding occasional glitches and bugs that hinder the overall user experience. While customer support is generally well-received, a few users have reported challenges in reaching support representatives promptly. Additionally, some users have suggested improvements in reporting capabilities and customization options to enhance the platform's functionality further. |
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AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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NeatFiles $16.00 $16.00 per month NeatFiles Unlimited $16.50 $49.00 per month NeatBooks $24.00 $70.00 per month |
ClientAccessWeb Custom |
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View Detailed Pricing
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Company Details | Located in: Philadelphia, Pennsylvania Founded in: 2002 | Located in: Wenatchee, Washington |
Contact Details |
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Social Media Handles |
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