Neat Reviews

User Rating

4.5/5 (Based on 2,399 Ratings)

Rating Distribution

Excellent
79.1%
Very Good
7.9%
Average
3.7%
Poor
2%
Terrible
7.3%

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.

Pros

Streamlined invoice management reduces manual labor and saves time.
Enhanced collaboration and efficiency with realtime document sharing.

Cons

Occasional user interface glitches may hinder the user experience.
Limited integration with certain accounting software can be a drawback.

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Reviews

customer Sunny Garrett

February 1, 2024 Source: Trustpilot.com

Lisa was absolutely great in…

Lisa was absolutely great in transferring my old files to the neat cloud and was very patient when I did not understand some items...Also I have listened to some zoom chats and are very helpful......I have actually used Neat for over 20years and am now transitioning to their new software.

customer

January 30, 2024 Source: Trustpilot.com

Gabriel quickly and efficiently fixed…

Gabriel quickly and efficiently fixed my issue after determining that it was connected properly.

Tom

January 29, 2024 Source: Trustpilot.com

The telephone assistance/training was…

The telephone assistance/training was great! Stephen? was very helpful and patient. I am not computer savy so he walked me through the new software and scanner perfectly!

Mark

January 28, 2024 Source: Trustpilot.com

Good support knowledge

Date of experience: January 29, 2024

Donna Costley

January 23, 2024 Source: Trustpilot.com

Thank you for saving my 2023 receipts

Date of experience: January 24, 2024

Linda

January 23, 2024 Source: Trustpilot.com

Steven, a Great Instructor

Steven quickly noticed that I was struggling, and he suggested that he have access to my computer to help navigate in the program. He was most helpful by understanding my visual approach to learning. He mentored me by accessing my computer to make it so easy to follow him as he gave me a wonderful tour of the program. Great work, Steven! A pleasure to work with you!

Marianne

January 16, 2024 Source: Trustpilot.com

Helpful online assistance!

Liza was helpful and made sure she understood my question correctly before answering. Then she confirmed that I understood the answer and had my problem completely resolved before we shut the chat down.

Michael

January 14, 2024 Source: Trustpilot.com

Liza was great.

Date of experience: January 15, 2024

Dennis H

January 11, 2024 Source: Trustpilot.com

Liza on the CHAT line I connected with is excellent and knowledgeable on NEAT software.

Liza on the CHAT line I connected with twice for getting my program and scanner updated. Both visits she was very helpful. She accessed my computer remotely and was able to delete and install programs needed.
I have been a NEAT user since 2008 and started with the hand held scanner prior getting DESK TOP scanner.
I do several expense reports and invoicing a year in my accounting/event services businesses. Average scanning 25-50 receipts per report.
So glad my issue was resolved quickly and minimum down time.
Thank you Liza!

Brian Currie

January 9, 2024 Source: Trustpilot.com

Assistance with Neat/Raven interface

Liz was very knowledgeable in the Neat application and very pleasant to interact with during the call. I was very pleased with her assistance.

Brian Currie