Pleo vs Neat Comparison | SaaSworthy.com

95% 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

Pleo

Expense Management Software

4.7 1,964 user ratings

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Neat

Expense Management Software

4.5 2,399 user ratings

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Overview

Description

Pleo us an advanced expense management solution that offers smart business cards that automate expenditure reports and make business spending easier. It lets you provide each employee with a corporate ID card and set spending restrictions for each user individually. With Pleo, you can create Pleo cards with restrictions for your employees with a single click and you can immediately disable or enable them. The platform automates cost management so you and your team can focus your time and resources on the things that matter most. It keeps track of all of your team's spending in real time. Furthermore, it enables the admins to view all recurring software expenses in one location, allowing your staff to pay only for the tools they use. Pleo allows the users to be free of expenditure reports, stacks of receipts, and swapping business cards. It can be used to pay for the tools and services that your company needs and you can check out what everyone is signing up for too with Pleo. Pleo can be integrated with your accounting software. Read more

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

Pricing Options

Free Trial Not Available
Offers Free-forever and Custom plan.

Free Trial Available
Starts at $16.00.

SW Score & Breakdown

95% 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

93%
Reviews

89%
Momentum

72%
Popularity

94%

Features

Total Features	11 Features	7 Features
Common Features for All	Bank Feed Sync Can sync with bank notification and fetch expenses to make entries in the record book. Card Spending Tracker Automatically tracks the expense done using a linked debit or credit card. Expense Approval Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected. Mileage Tracking Facilitates tracking mileage automatically and stop recording when a location is reached & it can produce IRS compliant reports Multi-level Approval A sequential and thorough review process to approve expenses. Receipt Management Store and manage receipts of the expenses incurred by the employees. 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. Reimbursement Management Helps in managing employee expenses claims and regularize the approval process. 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 + 8 More - Show Less	Bank Feed Sync Can sync with bank notification and fetch expenses to make entries in the record book. Card Spending Tracker Automatically tracks the expense done using a linked debit or credit card. Expense Approval Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected. Mileage Tracking Facilitates tracking mileage automatically and stop recording when a location is reached & it can produce IRS compliant reports Multi-level Approval A sequential and thorough review process to approve expenses. Receipt Management Store and manage receipts of the expenses incurred by the employees. 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. Reimbursement Management Helps in managing employee expenses claims and regularize the approval process. 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

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	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online

Reviews & Ratings

User Rating	4.7/5 1,964 user ratings	4.5/5 2,399 user ratings
Rating Distribution	Excellent 87.2% Very Good 7.7% Average 0.5% Poor 0.9% Terrible 3.7%	Excellent 79.1% Very Good 7.9% Average 3.7% Poor 2% Terrible 7.3%
User Sentiments	Excellent Customer Service, Easy to Use Interface, Extensive Integrations, Time-Saving Efficiency Occasional App Instability, Limited Offline Functionality, Inconsistent Receipt Fetching, Limited Card Acceptance In Specific Locations	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
Review Summary	Users appreciate Pleo's user-friendly interface, ease of use, and ability to streamline expense management. They find it particularly helpful for tracking and categorizing expenses, setting spending limits, and generating reports. Additionally, Pleo's integration with various accounting and financial tools is highly valued. However, some users have mentioned occasional technical glitches and a limited range of features compared to more comprehensive expense management solutions. Overall, Pleo is well-received for its user-friendly design, efficient expense tracking, and integration capabilities.	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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Pricing

Pricing Options	Free Trial Not Available Offers Free-forever and Custom plan.	Free Trial Available Starts at $16.00.
Pricing Plans Monthly Plans Annual Plans	Free Free Pro Others Premium Custom	NeatFiles $16.00 $16.00 per month NeatFiles Unlimited $16.50 $49.00 per month NeatBooks $24.00 $70.00 per month
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Alternatives

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