Tired of cluttered or lost receipts, and tax-related headaches? Introducing Neat - a smarter way to scan, track & manage your receipts and financial documents as well as automating expense tracking. Digitize every transaction to provide insights for tax prep and budgeting eliminating manual entry with our paperless document management system.
Why Use Neat?
Turn your phone into a powerful expense tracker and receipt scanner app. Our OCR technology goes beyond simple image capture. We provide an expense management platform, ensuring every detail is captured, categorized, and organized.
Key Features & Benefits:
Effortless Receipt Scanning & Document Capture:
- High-Quality Mobile Scan: Capture clear images of receipts, invoices, and other important financial documents. Our advanced image processing ensures legibility every time.
- Smart Data Extraction: Automatically extract key info from scanned receipts like date, amount, vendor, sales tax, payment type, expense category, or add your own custom classifications to a file. No more manual data entry!
- Paperless Organization: Say goodbye to paper clutter. Digitize all your financial records and securely store in the cloud.
Intuitive Expense Tracking & Management:
- Automated Categorization: Our system automatically suggests expense categories based on your scanned receipts, making expense tracking fast and accurate. Customize categories to fit your specific needs.
- Track Every Expense: From business travel and meals to office supplies and subscriptions, track all of your spending to understand where your money goes.
- Transaction Streaming: Connect bank and credit card accounts for automatic receipt matching and complete financial records.
- Personal & Business Expense Separation: Easily tag and separate personal and business expenses, crucial to anyone managing mixed finances.
Simplify Tax Preparation & Maximize Deductions:
- Organize Your Files However You Like: Need to tag expenses by type automatically? It's handled. Add notes to individual expenses? Easily done. Neat adapts to your organizational preferences.
- File Your Taxes Quickly and Accurately: Effortlessly transfer expenses to tax or accounting software. Mapping with QuickBooks, data is auto-coded with ease. Export tax categories, expenses, and document images to software like TurboTax.
- IRS-Compliant Digital Records: Digital receipts and financial records meet IRS guidelines for legibility, accuracy, and accessibility, making tax audits less stressful.
Financial Document Record Keeping & Budgeting Support:
- Secure Cloud Storage: Your scanned documents and financial data are kept safe with enterprise-grade cloud encryption, ensuring protection and backup.
- Comprehensive Document Management: Beyond receipts, scan and store warranties, bills, and other vital financial documents for a centralized digital archive.
- Budgeting Insights: Neat's expense tracking provides the foundation for smarter budgeting and monitoring your goals.
Integrations & Accessibility:
- Accounting Integrations: Export your expense data and reports to popular accounting software like QuickBooks, TurboTax and more.
- Anywhere, Anytime Access: Access your financial data and receipts from your mobile device or desktop, staying connected to your finances.
- Collaboration Features: Grant access to other users, like an accountant or employee. Choose to share a specific folder and its contents with select users.
Discover why over 2 million users rely on Neat for receipt scanning and document management. Download Neat today and organize financial documents into a streamlined and intelligent experience!