The Neat Company Reviews

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About The Neat Company

Neat puts bookkeeping all in one place to let users scan receipts and manage transactions. Neat connects to over 10,000 financial institutions and simplifies tax preparation by categorizing expenses and reconciling accounts. Its basic plan starts at $23 a month, billed annually, and it has a 15-day free trial.

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The Neat Company Reviews

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    Staff

    Reviewed March 26, 2026

    The Neat Company are just evil people. I have thousands of documents in the Neat software that I can't access. I had been using the Neat scanner for very long time. I can't tell you how long because I can no longer open the database. Probably nearly 20 years. When my software became old, I ordered the new version. But then they went to the monthly /yearly pay plan and that is not what I wanted. But they did not care. They stopped supporting the "legacy" software and left us out in the cold. But I continued on using the old software until my hard drive dies where the database was stored.

    Every time I used the software I did a backup. So I thought I would be fine. But NO, the program now says it cannot find the database and there is no way I can find to restore from the backup file. I have searched the internet for a solution but can't find one. And since they don't support the legacy product anymore, I and thousands of others are just out of luck. I can't believe this company is still in business.

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    Reviewed Oct. 14, 2025

    Neat has conned everyone who purchased their machine in good faith, they sold out their loyal customers who were happy with their product, recommending their products to friends and family, word of mouth gave them more customers than their adverts, then they threw us to the wolfs. I had a state audit and because I had copies of receipts from prior years, I was able to avoid undue taxes. I told all my business friends to get neat which they did and know this. Very disappointed and disgusted at their behavior to us all.

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      Customer ServicePunctuality & Speed

      Reviewed Oct. 4, 2024

      This the worst experience I have ever had involving software. I have used Neat since 2009. Always kept a desktop version and never wanted the cloud. Just like everyone else my information is locked and I cannot scan new info into the database. I reluctantly signed up for the $200 a year subscription. I am then told I needed to spend another $50 to migrate the information.

      Long story short it has been weeks and they cannot migrate the 18,000+ docs I have stored.... They are about 10% there and then tell me they cannot transfer any information without pictures? The customer service is terrible. They are multitasking several accounts as they deal with me and nothing is getting accomplished. I told them I will just migrate the 2024 information to save time but it sounds like my old info will be lost moving forward. I asked for a call with a supervisor to discuss options and that was scheduled for 4pm today. It is after 5:30 and they have not called and sent an email about 40 minutes ago saying they got caught up on anther call. Please do not deal with this company. Horrible is an understatement!!

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      Sales & MarketingBilling

      Reviewed Aug. 7, 2024

      My experience mirrors the others. Scammed, ripped off, 1000's of documents (legal, financial, personal) that I cannot access. Company hides behind the "Neat doesn't force anyone to use their software". The bill of goods they sold changed suddenly and their main product became PROFIT. I would remind them that the cloud is not a cloud at all - it's just someone else's computer. How secure are your documents. A cursory look says probably not so much.

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      Sales & MarketingRefunds & Payouts

      Reviewed July 25, 2024

      I have used Neat for many years and approximately 3 years ago I upgraded my subscription to be able to use the QuickBooks connection desktop, my subscription was renewed in February 2024 and on June 15 Neat removed the QuickBooks connection so I requested to make a downgrade my subscription because I don't see the point in paying for a plan that I don't need, and they informed me that they will not refund my plan because it has been more than 30 days since my subscription was renewed, so Neat stopped providing a service in the middle of my subscription and I am forced to pay for a service that I am not receiving, this doesn't make sense, maybe this is a way for the company to make money. In the end they want to offer me a discount on my renewal in February 2025, this is ridiculous because if I don't renew my subscription I have paid for a service I didn't receive.

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      Customer ServicePriceRefunds & PayoutsStaff

      Reviewed Jan. 13, 2022

      There are a few issues:

      The first is that they 'essentially' hold your scanned documents hostage. To access your data you have to have an active subscription. Even once you have an active subscription they've made it so that it's extremely difficult to retrieve your scanned documents. You have to download each one individually. Imagine if you have hundreds or thousands of documents. You have to individually download each one spread over pages. It can be literally hours of your time depending on how many you have.

      The second is that if you fail to cancel your trial, you will be charged, and there won't be a refund. Granted, this is partially my fault because they did send a reminder notice but I still forgot. I'm fallible; I'm human. I did submit a case, but they never responded back to the emails except to say they tried to reach me. I'm just out a chunk of money I couldn't really afford. The worst part is I couldn't even use the service I was forced to pay for since I'd just be uploading more data that would inevitably be inaccessible to me.

      The third thing is that they didn't sell scanners. They sold a document digitizing solution that was a scanner and digital filing cabinet with OCR. I can sorta understand their perspective on this though. They pivoted to cloud-only; they can't maintain separate full desktop software. However, Neat could have at least created a barebones inexpensive option online for the original desktop users.

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      The Neat Company
      Response from The Neat Company
      Thank you for submitting a review.

      Neat does not force any customer to subscribe to our Neat services. As stated, you are more than welcome to download your documents from Neat and have them stored directly to your desktop. Please provide your email address or a case number so that we can take a deeper look into your refund request. We have a 30 day money back guarantee policy so you should be entitled to your refund.

      Customer ServicePricePunctuality & SpeedRefunds & PayoutsBilling

      Reviewed March 18, 2021

      I purchased my first scanner in 2010 and upgraded a couple of years later to the newer, fancier model at the time. It served my purposes for years until the subscription service began. I used the legacy software as long as it was functional and then I was forced to upgrade to the cloud. I got it on a trial and after one year, I realized my needs did not justify the cost, so I got a refund on the renewal and was still able to just scan and store receipts. Fast forward 1 yr later and my credit card was charged $199. I call to cancel and not sure why it was on automatic renewal since I called the year before to cancel that. I was told I would not have access to my data once I canceled so now it feels like they're holding MY DATA hostage unless I continue a subscription.

      The only option provided to export images of your receipts (which you could need if the IRS comes a knocking) is to manually download EACH INDIVIDUAL RECEIPT! I have over 500 receipts. Who has time to do that and more importantly who would willingly pay for a service that would force you to do that if you needed it. So Neat as a company, poor product and poor customer service. And be very aware that if you use the service and the IRS does come knocking, they DO NOT provide a option to bulk download your images. The IRS doesn't want to see a spreadsheet. They want to see a receipt or at least a copy of one. I thoroughly annoyed and very disappointed with how this company has changed. Be aware of what you're purchasing.

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      The Neat Company
      Response from The Neat Company
      Thank you for submitting a review.
      The Legacy software that came as a courtesy alongside the Neat scanner has retired as of 2015 and no updates or enhancements were made to the software since then. We have let our customers aware of the retirement of the Legacy software through multiple avenues. Unfortunately with the information provided on the review, we could not locate a case that you had with our support team where you discussed the cancellation of your account. Can you please provide either the case number or email address that was associated with your Neat subscription so we can assist further? Before cancelling, we advise to gather all of your information out of Neat and save to your desktop. Neat does not hold your data hostage in any way and typically, information is also stored directly to your desktop.

      We also apologize that bulk downloading is not a feature within Neat but our developers are continuously working on the software to make it the best possible experience for our customers. We do apologize for any inconvenience caused and we thank you for submitting a review.

      Sales & MarketingPrice

      Reviewed Oct. 20, 2020

      I thought the Neat Scanner was the greatest invention since sliced bread. A one location component that you could download all your documents into for life. Was the unit expensive, yes; but it was worth it to get rid of all paper documents forever..OR SO I THOUGHT. Then SCAMMED! I downloaded major legal documents onto my unit; death certificates, court proceedings & guardianship documentation & adoption papers only to have an Neat drops the ball discontinuing the software and now I am left with a $350+ machine that no longer works or allows me access to retrieve my own documents back! How is this legal??? A useless machine that was advertised as a COMPLETE FUNCTIONAL INDEPENDENT unit no additional subscriptions needed.

      Now since millions of people like me swarmed to buy this they are just able to render our machines completely useless by deleting the software program needed to operate and run the entire system? I could see adding additional options for sale and subscription but they stopped ALL ACCESS to a machine I paid over $300 for and left my major legal documents locked permanently in my machine unretrievable! HOW IN THE WORLD IS THIS LEGAL??. DO NOT BUY THIS SCANNER, because in the blink of an eye it may happen to you, I am devastated about this.

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      The Neat Company
      Response from The Neat Company
      Thank you for reaching out Toni,

      We apologize for any confusion but your scanner can be used without the Legacy software that came along with the scanner as a courtesy. Please take a look here for further information - https://support.neat.com/retired/retired-desktop-software-options . All of your documents should be stored locally on your desktop. If you need assistance locating your documents please take a look here - https://support.neat.com/smartorganizationsystem/access-local-pdfs-of-all-neat-cloud-images-offline . Once again we do apologize for any misunderstanding. We have exited the scanner market back in 2016 and the Legacy software has been inoperable for quite some time now. Thank you again for submitting a review.

      Customer ServicePricePunctuality & SpeedRefunds & Payouts

      Reviewed Sept. 22, 2020

      In 2016 I was using a Neat company scanner and it no longer worked. So I talked to the company and bought a new one from them that they sold me a cloud based storage system to go with it. I paid for it and uploaded all of my business cards and had it sync it with my email on my work computer. I continued to pay for this cloud based storage until I needed it today to restore because both my iPhone and computer failed. That is when I found out that the service that I paid for was not valid and had not been valid since 2016 when they told me to buy a scanner from them that they were obsoleting the software for in that same year.

      When I called in they asked, "Why didn't you call us back in 2016 to get your data migrated." I asked them since I was paying you a subscription, "Why didn't you automatically migrate my data," "we do not do that until you request it" was how it finally played out although they kept on trying to point the finger at me. So they asked me to load the old software which had 445 business contacts in it and one of them had an image, they had wiped the other 444 images. The phone support was happy, "Oh we can migrate the one," I told them that is insult to injury, "Well you can start over again with our new service." You were not trustworthy with my old data. Why should I continue to pay you for no service?

      This is the second time they have done this and I am never using their devices or software again. Apparently if you pay them an annual fee to backup, that doesn't include storage or migration of your data whenever they decide to obsolete the system you were sold. When you complain and ask for a refund for non-service they act like they are offended, they will also accuse you of not doing it correctly that is in spite of the fact that the VCard information was still there, but they cannot load that into your Outlook or iPhone. I am still waiting for my email confirmation that they have cancelled and will not charge me again. Do not buy from them unless you are backing it up yourself on something other than their software.

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      The Neat Company
      Response from The Neat Company
      Thank you for submitting a review Shawn,

      We apologize for any confusion caused but our cloud based software continues to be supported by Neat. The legacy software was retired in 2015 and Neat had left the scanner market in 2016. If you were using a cloud based software, your data should be recoverable. Since the legacy software was retired in 2015, no updates or enhancements have been made since that time and most importantly factors outside of Neat's control such as OS updates from Microsoft/Apple, could potentially render the solution completely inoperable which can put your data at risk. Please provide your email address or a case number so we can take a deeper look into your case and see how we can be of assistance. Again, thank you for submitting a review.

      Refunds & PayoutsTransparency

      Reviewed Aug. 28, 2020

      I have used NEAT since it was Neat Receipts. The idea is to scan documents and receipts, or photograph them, so you can be paperless. It worked fine, and I have thousands of receipts stored. Except....now comes “Extortion” from the company. After Covid and retirement, I no longer need their services. So, I wanted to end my monthly subscription. However, unless I continue paying, I don’t have access to the receipts and documents I have scanned. So, if I get an IRS audit, or need other documentation that has been scanned, I can’t access them unless I continue to subscribe to their service. So even if I don’t need their services anymore, I have to pay for them. They offered me the option of downloading each receipt one at a time. Thousands of receipts. Not reasonable. And they cannot be downloaded in a batch.

      I’ve been a client of theirs for many years, possibly over a decade or more, I purchased 3 scanners from them (no longer usable due to updates, which happens as technology progresses), but now I’m being extorted out of money for perhaps 7 years (based upon IRS rules for keeping receipts). It is an outrage, and might I suggest that while you might feel your data is safely stored, you can’t have it once you don’t need their services anymore. I contacted an attorney to find out if they are required by law to give me access to my data. Thanks for listening to my warning.

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      The Neat Company
      Response from The Neat Company
      Thank you for submitting a review.

      Neat does not force any customer to subscribe to our Neat services. As stated, you are more than welcome to download your receipts from Neat and have them stored directly to your desktop. We cannot provide a free service for an extended amount of time but if you were effected by Covid-19, please reach out to our support team and we can work with you and your current situation. When cancelling your service with Neat, you are made aware that you will no longer have access to the software. Thank you for contacting Neat and we apologize for any confusion.

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      The Neat Company author review by Shelley Elmblad

      The Neat Company makes scanners and software for individuals and businesses that can help with organization and management. Their products are available at national retailers, including Staples, BestBuy and OfficeMax.

      • Affiliate program: Earn a small commission when you refer sales to neat.com when you put their link on your website. Find out more by visiting Neat’s website.

      • Free trial: Individuals and businesses can enjoy a free trial of Neat’s premium software in two ways. They can either try the software free for 30 days or receive a full year of Premium software for free when they buy a Neat scanner. Neat scanners come with a 30-day money back guarantee.

      • Neat scanner bundles: Neat offers several scanner bundling options that all include one year of Neat Premium Software. Choose from NeatReceipts , NeatDesk and NeatConnect.

      • Industry focus: Neat scanners and software are helpful for many industries, but they have specific solutions for accounting, construction, legal, real estate, insurance and small businesses.

      • Everywhere access: Neat’s software is available on all of your devices, thanks to their mobile and tablet app. You can also log into cloud.neat.com for full access and sharing capabilities of your files.

      by Shelley Elmblad Financial Software Advisor

      Shelley Elmblad is a writer with years of experience covering small business, mobile apps, personal finance and tax software. Shelley’s goal is to help others choose the best software to run a small business, track personal finances and save money.

      The Neat Company Company Information

      Company Name:
      The Neat Company
      Formerly Named:
      NeatReceipts
      Address:
      1601 Market St., Suite 3500
      City:
      Philadelphia
      State/Province:
      PA
      Postal Code:
      19103
      Country:
      United States
      Website:
      www.neat.com