Neat
Neat is a receipt and document tracking service for freelancers, gig workers, small businesses and personal-finance users.
What Neat is
Neat is a receipt and document tracking service for freelancers, gig workers, small businesses and personal-finance users. It accepts receipt and invoice images from mobile devices, email, drag-and-drop uploads and compatible scanners. OCR extracts merchant, date, tax and total fields, while organization tools sort files by expense type and tax category with search and filters. Documents can be added to expense reports and receipts matched with streamed transactions. Live views show cash balance, expense categories, sales and other transaction data. Neat integrates with QuickBooks, H&R Block, Quicken, TurboTax, Outlook, Campaign Monitor, Mailchimp, Google Contacts and Constant Contact. QuickBooks Online transfers expense data and attaches receipt or invoice images. The service costs $200/yr and offers a 14-day trial requiring a credit card; the account converts to the selected plan afterward. Mobile, desktop and web access are listed.
Good
- Captures documents from mobile, email and scanners
- OCR covers merchant, date, tax and total
- Includes expense reports and transaction matching
- Connects with QuickBooks and other listed services
- Works across Android, iOS, macOS, web and Windows
Watch out
- No free plan is available
- Subscription costs $200/yr
- Trial requires a credit card
- Trial converts to a paid plan
Who it suits
Neat fits freelancers, gig workers, small business owners and people organizing personal finances. It suits users needing receipt capture, OCR, expense tracking and accounting connections.
Verdict
Neat combines multi-source capture, OCR, organization, reporting and integrations for receipt-heavy workflows. Review the paid terms and trial conversion before signing up.
Plans and prices
From Neat's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| VIP Service add-on | $50 a year | Requires a Neat subscription · Neat + $50/year |
| Automated Insights add-on | $150 a year | Requires a Neat subscription · Neat + $150/year |
| Neat | $200 a year | Unlimited file storage · expense tracking · search and filters · file sharing and collaboration · unlimited email and chat support · $200/year |
The facts
Each one read from Neat's own pages, with the date it was checked.
What it does
- Automated insights
- Neat provides live views of cash balance, top expense categories, total sales, and other transaction data.checked 4 Oct 2026
- Compliance status
- Neat says its data center partners are SOC 2 Type II and ISO 27001 certified, and that Neat plans to pursue its own SOC 2 Type II attestation.checked 4 Oct 2026
- Expense organization
- Users can organize files by expense type and tax category, then search and filter them.checked 4 Oct 2026
- Expense reports and reconciliation
- Neat lets users add documents to expense reports and match uploaded receipts with streamed transactions.checked 4 Oct 2026
- Integrations
- Neat lists QuickBooks, H&R Block, Quicken, TurboTax, Outlook, Campaign Monitor, Mailchimp, Google Contacts, and Constant Contact as integrations.checked 4 Oct 2026
- Intended users
- Neat describes its receipt tracking product for freelancers, gig workers, small business owners, and individuals managing personal finances.checked 4 Oct 2026
- OCR
- Neat says its OCR extracts information from paper documents to reduce manual data entry.checked 4 Oct 2026
- QuickBooks integration
- Neat can send expense data and attach receipt and invoice images to QuickBooks Online, with expense mapping saved for future transfers.checked 4 Oct 2026
- Receipt and document capture
- Neat accepts receipt and invoice images from its mobile app, email, drag-and-drop uploads, and compatible scanners.checked 4 Oct 2026
- Security
- Neat says stored files use AES-256 encryption, data is encrypted in transit and at rest, and customer information is not sold.checked 4 Oct 2026
- Support
- The subscription listing includes unlimited email and chat support, and the Help Center says subscriber support and contact options are available in the app.checked 4 Oct 2026
Where it runs
- Desktop app
- Neat’s Help Center says its desktop application is free for users with or without a subscription and can scan and manage files.checked 4 Oct 2026
Money
- Trial terms
- Neat’s Help Center says the free trial lasts 14 days and requires a credit card; the account converts to the selected plan at trial end.checked 4 Oct 2026
Alternatives to Neat
- 1
Veryfi Invoices OCR API
Free planAndroidiOSWebAPI8.2From $500 a month - 2
Receipt Reader AI
Free planAndroidiOSWebAPI8.0From $5.99 a month - 3
OpenReceipts
Free planOpen sourceWebLinuxmacOSSelf-hosted7.6Free plan - 4
OCR Receipt
Free planAPILinuxmacOSWindows7.5$149 one-time - 5
Bonro
Free planAndroidiOSWeb7.3From €59.99 a year - 6
Smart Receipts
Free planAndroidiOSWeb7.3From $99.96 a year