Neat Reviews

The Return Policy of Neat.com is as follows: If a customer is dissatisfied with their purchase in any way, they may cancel the subscription for a refund. This is in accordance with the Refund Policy. For the Neat Software Free Trial, customers have full access to Neat’s Software for a period of fourteen (14) days from the date that they activate the trial. If customers decide that they do not want to become a paying user of the Neat Cloud service, they must contact Neat before the end of the Free Trial Period or submit a Cancellation Request in the Neat application.

As for the Shipping Policy, purchases from The Neat Company will be taxed using the applicable sales tax rate for the customer's shipping address. Electronically delivered products (electronically delivered software or services) will be considered shipped to the address provided as the customer's billing address.

Please note that these policies are subject to change and it's recommended to check the official website for the most up-to-date information.

Neat.com offers a self-service portal for managing payments. If there is a past due amount on a current cloud subscription, the portal can be used to update the credit card details. Once the credit card information is updated, the past due charges will be applied to the updated credit card. The portal also allows users to manage their subscription and payment method. If there is a need to update the payment method on the Neat account, this can be done by logging into the secure self-service portal. Once logged in, the expiration date on a credit card that is currently on file can be updated, or a new credit card can be added to the account.

Neat.com offers a primary platform for file document management at a cost of $200/year. This includes features such as unlimited file storage, data capture with human verification, expense tracking, document filtering and searching, file sharing and collaboration, and bank-level security encryption.

In addition to the base subscription, Neat.com provides two add-on services. The VIP Service costs an additional $50/year and includes benefits like 1:1 training guided by Neat Experts, a dedicated support team, early access to new features, and exclusive offers. The Automated Insights service costs an additional $150/year and offers features like import bank account activity, automatic accounting reports, real-time insights and trends, receipt pairing with expenses, and custom invoice sending.

Please note that these add-on services cannot be purchased without a Neat subscription. The prices mentioned are on an annual basis and Neat does not offer month-to-month subscription options or various tiers of pricing plans. Once you pay for the plan, you're committed for a full year. However, Neat does offer a 14-day free trial for users to test drive the service before committing to a full year's subscription.

Neat.com offers a range of products and services designed to help businesses manage their documents and receipts more efficiently. The platform's key features include receipt tracking, data extraction, data verification, and file organization. Users can capture receipts, invoices, and more with a picture, then upload them directly to Neat. The platform's patented optical character recognition (OCR) technology extracts key information from these documents, turning it into usable data. This reduces manual data entry and allows for quick and accurate receipt entry. Neat also offers a unique yearly subscription model. The base pricing plan costs $200 a year, which works out to $16.67 a month. There are also two add-on services available: VIP service, which includes one-on-one training and a dedicated support team, and Automated Insights, which provides automatically generated reports and customized invoices. Neat is compatible with QuickBooks, but it does not integrate with other accounting platforms. It's worth noting that Neat offers a 14-day free trial for users to test out the platform before committing to a yearly subscription. However, a credit card is required to access the trial. Neat's platform is designed to be simple and clean, making it easy for users to keep track of their expenses and organize their files in a way that makes sense for them. It also allows for collaboration, making it a good choice for small businesses or families. Users can share comments, important files, and folders to collaborate with their trusted partners. Neat also offers unlimited email and chat support to answer any questions users may have. Overall, Neat's products and services are designed to declutter, increase efficiency, and provide peace of mind for businesses.