Neat Small Business Solutions Overview

Neat Scanner & Document Management App transforms financial management by offering a streamlined solution for scanning, storing, and organizing receipts and documents. This tool enhances financial workflows by allowing users to upload and track various financial documents, such as receipts and bank statements, thereby simplifying expense reporting and document management. With over 20 years of expertise in security and data protection, Neat ensures that sensitive financial data remains secure. This product is particularly advantageous for businesses seeking efficient document handling and financial oversight, providing a competitive edge in managing financial records with ease and reliability.

Use Cases

Customers recommend Helpdesk Management, Contact List Management, Contract Management, as the business use cases that they have been most satisfied with while using Neat Small Business Solutions.

Other use cases:

  • Campaign Monitoring
  • Sending & Publishing Communications
  • Collaboration
  • Generation Of New Leads
  • Advertisement
  • Customer Case Management
  • Workflow Management
See all use cases See less use cases

Neat Small Business Solutions Use-Cases and Business Priorities: Customer Satisfaction Data

Neat Small Business Solutions works with different mediums / channels such as Support Groups. Phone Calls. and E-Mail.

Neat Small Business Solutions's features include Recording, and Personalization. and Neat Small Business Solutions support capabilities include Email Support, Phone Support, AI Powered, etc. also Neat Small Business Solutions analytics capabilities include Analytics, and Custom Reports.

Reviews

"...I had to call customer support to request assistance...." Peer review by John J V.

Peer review evidence (same sources as the product rating summary)

"...Visit our support center for more information on integrating QuickBooks Online or QuickBooks Desktop . ..." Receipt & Invoice Management Software Integrations
"...I am unable to contact customer service because I am not paying a subscription fee...." Peer review by Chris K., CFO
"...As a parting shot to customers leaving their platform, they also don't refund prepaid subscriptions after 30 days, so beware signing a long-term contract if you're testing it out!...." Peer review by David K., UX Designer, Design

Neat-small-business-solutions by The Neat Company offers smarter receipt and document management. It provides unlimited storage, expense tracking, and bank-level encryption.

Popular Business Setting

for Neat Small Business Solutions

Top Industries

  • Computer Software
  • Information Technology and Services
  • Construction

Popular in

  • Small Business
  • Enterprise
  • Mid Market

Neat Small Business Solutions is popular in Computer Software, Information Technology And Services, and Construction and is widely used by Small Business, Enterprise, and Mid Market.

Neat Small Business Solutions Customer wins, Customer success stories, Case studies

How does Neat Small Business Solutions address your Helpdesk Management Challenges?

How can Neat Small Business Solutions enhance your Contact List Management process?

What makes Neat Small Business Solutions ideal for Contract Management?

Why is Neat Small Business Solutions the best choice for Campaign Monitoring?

11 buyers and buying teams have used Cuspera to assess how well Neat Small Business Solutions solved their business needs. Cuspera uses 324 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Neat Small Business Solutions Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.20/5 ★

Read Reviews (3)
Analytics

3.55/5 ★

Read Reviews (1)
Custom Reports

3.28/5 ★

Read Reviews (28)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.20/5 ★

Read Reviews (3)
Analytics

3.55/5 ★

Read Reviews (1)
Custom Reports

3.28/5 ★

Read Reviews (28)

Software Failure Risk Guidance

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for Neat Small Business Solutions

Overall Risk Meter

Low Medium High

Top Failure Risks for Neat Small Business Solutions

Neat News

Executive

Neat expands leadership team after ‘first $100m quarter’

Neat has expanded its leadership team following its first $100 million quarter, appointing Sandeep Mehra as senior vice-president and general manager of international. Mehra will focus on market expansion and strategic partner ecosystems. Additionally, Martijn Blokland and Sherri Pipala have taken on new senior roles to enhance global operations and strategic partnerships.

Executive

Neat Deepens Leadership Bench for Global Expansion Following First $100M Quarter and Record-Breaking, Profitable Growth

Neat appoints Sandeep Mehra as Senior Vice President & General Manager of International to drive market expansion and strategic partnerships across EMEA and APAC. This executive change follows Neat's first $100 million quarter and record-breaking growth. Mehra's extensive experience in SaaS and video collaboration will support Neat's international revenue strategy.

Partnership

Neat and Kinly Secure Global Mastery Partner Status to Accelerate ...

Neat and Kinly have elevated their partnership to the Mastery tier, focusing on deploying AI-powered video solutions for enterprise meeting rooms. This strategic alliance leverages Kinly's global network to accelerate the deployment of Neat's intelligent collaboration spaces, offering a standardized solution for workplace modernization. The partnership includes joint go-to-market activities and customer deployments, enhancing Neat's Global Partner Program.

Product

Neat Board 32 and Neat Pad Pro Ship Globally, Pioneering Advanced ...

Neat has launched the Neat Board 32 and Neat Pad Pro globally, enhancing meeting room technology with AI-native devices. These products, running on Neat OS built on Android 15, integrate with popular video conferencing services and support the Microsoft Device Ecosystem Platform, offering secure, intelligent workspaces. The Neat Open platform further enables adaptive collaboration through flexible workflows and centralized management.

Neat Profile

Company Name

Neat

Company Website

https://www.neat.com/

HQ Location

10/F, China Hong Kong Tower, 8 Hennessy Road, Wan Chai, Hong Kong

Employees

11-50

Social

Financials

PRIVATE