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Expense Management Software

4.5 2,399 user ratings

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78% 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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Overview

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 Zip is revolutionizing the way businesses purchase goods and services. It acts as a concierge for procurement, streamlining the process and making it easier for employees to get what they need. All requests are approved within Zip, allowing businesses to gain better visibility and control of their spending. The platform is intuitive and user-friendly, so employees can quickly and easily create their requests. Thanks to its automated questioning feature, Zip remembers the answers to previous questions and requires less effort from the employee. Once the request has been created, the process is transparent and trackable, allowing everyone to see where their request is in the process. This eliminates any confusion or uncertainty, making it easier to stay on top of the process. What's more, it encourages early involvement from finance and procurement and increases employee adoption. This helps businesses get spend and risk under control, and millions of spend approvals are initiated through Zip every day. Read more
Pricing Options
  • Free Trial Available
  • Starts at $16.00.
  • Free Trial Not Available
  • Offers Custom plan.
SW Score & Breakdown

78% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    73%
  • Reviews
    60%
  • Momentum
    71%
  • Popularity
    76%

Features

Total Features
7 Features
4 Features
Common Features for All
    Bank Feed Sync Can sync with bank notification and fetch expenses to make entries in the record book.
    Expense Approval Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected.
    Multi-level Approval A sequential and thorough review process to approve expenses.
    Receipt Scanner OCR (Optical Character Recognition) tool to scan and upload a paper receipt to make entries on the go.
    Reconciliation Summary A statement prepared to report total outstanding payments and receipts.
    Spend Control To reduce spending and prevent unauthorized use by setting transactional control.
    Tax Claim Helps with tax reclaim on expenses and maximizes the tax benefit of the organization.
    Third-party Integration Offers synchronization with third-party applications
    Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects
  • + 4 More - Show Less
    • Bank Feed Sync Can sync with bank notification and fetch expenses to make entries in the record book.
      Expense Approval Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected.
      Multi-level Approval A sequential and thorough review process to approve expenses.
      Receipt Scanner OCR (Optical Character Recognition) tool to scan and upload a paper receipt to make entries on the go.
      Reconciliation Summary A statement prepared to report total outstanding payments and receipts.
      Spend Control To reduce spending and prevent unauthorized use by setting transactional control.
      Tax Claim Helps with tax reclaim on expenses and maximizes the tax benefit of the organization.
      Third-party Integration Offers synchronization with third-party applications
      Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects
  • + 1 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • Online
    • Online

    Reviews & Ratings

    User Rating
    4.5/5 2,399 user ratings
    Not Available
    Rating Distribution
    • Excellent

      79.1%
    • Very Good

      7.9%
    • Average

      3.7%
    • Poor

      2%
    • Terrible

      7.3%
    Not Available
    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

      Not Available
    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.

    Not Available
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $16.00.
    • Free Trial Not Available
    • Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    NeatFiles $16.00 $16.00 per month

    NeatFiles Unlimited $16.50 $49.00 per month

    NeatBooks $24.00 $70.00 per month

    Zip Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail
    + 2 More
    Not Available

    Vendor information

    Company Details Located in: Philadelphia, Pennsylvania Founded in: 2002 Located in: San Francisco, California
    Contact Details

    Not available

    https://www.neat.com/

    Not available

    https://ziphq.com/

    Social Media Handles

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