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The Neat Company
The Neat Company
Overall Satisfaction Rating
2.95/5
  • 5 stars
    42
  • 4 stars
    18
  • 3 stars
    17
  • 2 stars
    12
  • 1 stars
    34
Based on 123 ratings submitted in the last year
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The Neat Company

ConsumerAffairs Unaccredited Brand

Organize your information, simplify your life!

We believe you shouldn’t have to work to use your information. That’s why The Neat Company has developed an ecosystem of intelligent solutions that transform information into something that works for you.

Neat transforms your digital and paper documents into organized information. Our integrated system of software, hardware, cloud service and mobile app makes it easy to acquire, search, share and access your most important information – anywhere, anytime.

Did you know???

*Legacy Neat Software Users: You are not required to subscribe to a Neat software plan to continue to use your Neat scanner. However, please note that certain versions of Neat software have been retired--meaning there will not be updates or bug fixes and support for these versions is no longer provided.

Please visit http://www.neat.com/helpcenter/neat-faq/#legacy-retirement for more information.

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1086 The Neat Company Consumer Reviews and Complaints

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Page 1 Reviews 1 - 30
Rated with 4 stars
Verified Reviewer Verified Buyer
Original review: Jan. 31, 2019

Thus far, I've scanned a lot of invoices for one of my clients with my NeatDesk. It has been fantastic because it categorizes everything. I'm the one doing the financials on a monthly basis for clients for clients. I can get those all together for year-end when it comes to doing their taxes. Also, another client of mine has a computer in the Neat Cloud which he can tap into. With it, he can see all the invoices he needs to and review them to see if there are any strange things popping up.

A lot of times, we're looking for an invoice and I say that what is on the Neat Cloud are all the invoices that are scanned. Thereafter, we take it to another level wherein the client has these businesses wherein when the people there go to pay for something, they charge and charge it. So, I see all the invoices come through and the client will look through his charge receipts to make sure that the invoices I have on my end match out. If they don't, the Neat Cloud is gonna throw a flag and say that we're missing an invoice. So, the system will go back to the person who bought whatever and say that it's critical that if they buy something, they should throw the invoice in an envelope that has each of the locations. That envelope would then go to me so I can scan the invoice and categorize it.

The system is interesting. It's a good way to keep track of your invoices. I've been an accountant for 30 years now, whatever, and there's a lot of people that are so worried about the IRS or the state taxes. This way, clients have evidence right here. If ever they get audited, they can print out those invoices. Moreover, it's an audit trail and the client even pays some of his guys' bonuses on that too. If he has all the invoices, those guys will get a bonus too. Though scanning all the invoices takes a bit of time, the Neat System has been fantastic overall.

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The Neat Company response
Wayne,

Thank you so much for taking the time out to write a review! We are glad to hear that you have enjoyed you NeatDesk scanner and the software. It is not to hear that you are able to stay completely organized and easily have important documents readily available for usage at any time. Thank you so much for the kind words and thank you for choosing Neat!

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Rated with 5 stars
Verified Reviewer Verified Buyer
Original review: Sept. 26, 2018

I've had a Neat scanner for several years and it started off very well, and then it stopped working. I came back to them once and they told me I needed a software upgrade. I went through a couple of other software iterations on my Mac and I still couldn't get it to work. I got the email for the new Cloud service after that and I was anxious to either find out if the scanner worked or if I could get it repaired.

I had some trouble downloading the software, so I called in and a nice young lady looked and analyzed things on my computer and told me that, in fact, I had not downloaded, or I did not have the right version of the software. She uploaded it and walked me through it, and it works. I'm scanning documents like crazy and I'm very happy. I'm pretty darn impressed with the customer service when I called in and we got an understanding of the problem. The reps were both extremely happy to help. And a lot of places you call, the first thing they wanna know is how much you're willing to pay and I just liked the support.

I mostly used NeatDesk for receipts, business cards and medical records. It seems these days, to go to the doctor, you need to be able to provide medical history in much greater detail and it helps me just keep track of things. Plus, it eliminates the paper clutter. A lot of the stuffs that I scanned is our financial records. I'm retired, so I don't do many reports or things anymore, but I'm looking to upgrade to a version of Quicken that will interface with Neat, and that should simplify things quite a bit.

I've created a grouping of subfolders for the major items that I wanna track, and I scan the documents, so I can go to any subfolder. It’s like all my medical records filled out into a spreadsheet. Everything is in one place. When I upgraded to a subscription plan, I put everything in the Cloud. What I have seems to be working quite well. Neat has been outstanding.

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The Neat Company response

Thank you for your positive review, Ted. We really appreciate your comments and are glad to hear that you are able to keep all your important documents organized in one place with Neat.

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Rated with 4 stars
Verified Reviewer Verified Buyer
Original review: Sept. 2, 2018

I've been using NeatDesk every day for about 12 years now. I use it to record all of my tax documents and scan all my receipts and documents that I want to save so I have copies without having clutter on my desk or in file cabinets. This is so much easier than before because now, I take everything as soon as I get it and pick out what I wanna scan and save it and then I can search through it if I want and find something that I may have been looking for. I've used my phone to take pictures mainly of receipts that I want to keep a record of as well. I also have the app on my phone so that I can go in to look up the document if I'm away from home and don’t have access to it, which I can do on my laptop too.

However, the program is not perfect. Sometimes the data upload is slow and that's the one thing that I don't like. Usually, during the week when there are a lot more people using it, I can scan about seven to ten documents and then I have to set those aside and wait for the information to be uploaded or downloaded so that I can read it. And almost all cases where I have to change something in the document or I have more detailed information that I wanna put in it, the Neat doesn’t read the document properly. The program is a little bit buggy at times too. A lot of times it would just say, “Neat just shut down for an unknown reason,” and that’s immediately bothersome. But since you can log right back in again, it's not usually bothersome in the long run.

Their customer service has really improved a lot, though. Initially, it was kind of difficult to get somebody back to you right away and if you are taking documents that you might wanna refer to right away and you can't access it because you're having a problem with your program, that makes it difficult. But they made a good effort to improve everything and they are very responsive now in getting back to me on a number of different things.

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The Neat Company response

Hi Bill,

Thanks for sharing, we always appreciate hearing from our customers!

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Rated with 5 stars
Verified Reviewer Verified Buyer
Original review: June 27, 2018

I’m a fan of the Neat Desk. I have used the 4.0 version of the computer software five years ago and recently, I had upgraded to the web-based version. I've used it for personal home use as a way of budgeting and keeping track of my expenses. The Neat Desk is a recommendation from my sister. She had used it previously and talked to me about the use of it. I explained to her that I was getting ready to retire and I was trying to get an idea of what my expense habits were so I could adjust some of them as I start having a fixed income.

At 65, I started keeping track of all my expenses whether it’s small cash, credit, or check just to get an idea of what categories my expenses fall into. I use the scanning and tracking feature, and Neat does a very good job of scanning and inputting the information into the categories I had set up. I upload receipts from my expenses at least twice a week. Occasionally, I create reports on a specific category. I wanna see how much money I'm spending at a certain vendor, like Home Depot or Maynards, or Lowe's to get an idea of my shopping habits there. I tend to keep them in categories. For instance, all of those would fall for me under home repair so I have an idea of what I'm spending on home repair or where my money is going.

So far, Neat Desk offers a realistic view of your spending habits. It's human to guess at where your major expense habits are and one thing that surprised me, for instance, was what a large part of grocery bills or food expenses that I have. It was a gigantic amount in proportion to my total expenses. So what I had imagined was not as important. All of a sudden I realize that I have to find either sales or other place that will give me a better deal on the food that I’m buying as a way of reducing expenses or controlling expenses. It didn’t have to be reduced that much. There is no lying with numbers and if you set up your categories, they don’t have to be hyper-detailed. But you could do a report for instance on one grocery store versus another.

So I find that extremely helpful and I do use that part of it because it's human nature. But my tendency is to imagine for instance that I was spending X amount of dollars on car repairs where in reality, I was really spending that money on food. Recently, I've been transitioning to the Cloud version and needed to take some of my legacy files and have them imported into the new version. When you do the upgrade, it is not very easy to transfer your information into the categories that are set up on the Cloud. So I had some help with that. To explain further, I had two different accounts within Neat when I had the version that resided in my computer ‘cause I could create a new cabinet.

That feature is gone from the Cloud version. So you’ll have to consolidate your old cabinets or the contents of it into one so that you can keep track of all of your current expenses and legacy expenses. You don’t want to lose that old information. There's probably a development issue that just made it not easy to do the transfer, but with the help of the support desk, I set up my categories to be the same on my legacy version and my Cloud-based version and they’re gonna help me migrate the information in my legacy folders into the Cloud version so that I can access everything. So at one point, I won’t have the legacy version of the computer at all and I'll probably look at some of the other features that are available.

Meanwhile, the software for my use works extremely well and I have recommended it to two people that I’ve worked with who had a specific feature that Neat has. They both worked in the photography business as food stylists and they would go shopping to prepare for a photo-shoot. The client needed copies of the receipts that they had purchased food with. So one of the great features I explained to them was you could export all these stuff as PDFs. You don’t have to print and mail something. You just attach it to your email when you do your billing. The client could then see it all as PDFs. So that’s outstanding kind of stuff that’s hidden into the software that could be good for business too.

While I use Neat for personal use, a person who’s running a small business would be able to create reports, input them into Intuit where they can be exported for tax purposes. Overall, I’m very pleased with Neat and the people at support have been very helpful. The people that I have had contact with were fluent in English and I only wish that I was as fluent in their own language and very understanding of some of the subtleties in communication in English. Occasionally in the years past, I had to have some difficulties communicating because of the subtleties in the language. But it hasn’t been a problem this time at all.

There is also the feature that if you don’t necessarily wanna speak on the phone ‘cause it’s time-consuming, you can also do the chat which is also very effective. I like that part of it because once you start the process and you communicate what the issue is with the individual, they were able to go about their business. So I could watch and work on my screen and there's no need to be speaking with them. Occasionally if there was a question, I typed it in. But for the most part, it’s just sitting there and watching them do their work.

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The Neat Company response

We appreciate the review, Ed. Thanks for sharing your Neat story with us!

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Rated with 5 stars
Verified Reviewer Verified Buyer
Original review: June 22, 2018

I've been using Neatdesk for seven years now. My wife told me about them. I was very poor at filing and my files were overflowing. I had years of things that I really didn’t need. I wanted to clean up my file cabinets and have a better approach of organizing my stuff so I knew I needed a Neat scanner. I use it on a regular basis to organize my documents for historical reference. For instance, I just used it because I needed my sewer pumped out. I looked back to last year as to who I had it done with as I couldn’t remember. I found the receipt from last year very quickly and I was able to call the guy. I let things collect for a week or sometimes it goes every couple of weeks and then I scan everything in. There is no comparison between me having stuff in file cabinets where I misfile and lose things versus having it in Neat. With Neat, I could find exactly what I want very quickly. I've got everything categorized so it just makes it so much easier to find stuff.

Recently, I got some help from Neat when I had to take my 5.7 stuff that was on my local system and because of the new software, I had to sync it to the cloud. I got a lady named Angelina and the service that I got from her was just unbelievable. It was the best over-the-phone service I've ever had. The conversion to the cloud took seven days since I had a lot of files. I felt like Neat needs to do a little work on their software so the conversion's a little faster than that.

Despite that, Angelina kept me informed every minute as to what was going on and where we were in the conversion process which made me feel very comfortable. She called me back so I didn’t have to call her. I just retired but I've worked in the tech industry for 39 years with different companies and none of them even come close to the service that I got from Neat and from Angelina. She was really spectacular. Even when she wasn’t there, she got her friends to call me and let me know where we were and what the status was over weekends. It really set the bar for what support ought to be so I'd definitely recommend them. I had a great experience.

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The Neat Company response

Thank you for leaving a review, Jim. Angelina is certainly a valued member of our support team and we will be rewarding her efforts in provided quality support.

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Rated with 1 starResolution In Progress
Verified Reviewer
Original review: May 11, 2019

Recently my computer hard drive with my Neat Software crashed. Once I re-installed a new hard drive and reloaded my Neat Software, it will not recognize my Neat Database. I even tried opening one of my older backup files and it will not open. This has put me in a very bad situation since all my receipts for years has been scanned into a Neat file on my data drive which did not crash and is separate from my program file drive. It seems impossible to get support from Neat. Apparently Neat requires a subscription to their cloud service in order to get help in opening my files. This is unethical and frankly smells of extortion. If I cannot get some resolution, I am contacting my attorney to take legal action.

The Neat Company response
Thank you for submitting a review Ken.

We do apologize for the frustration, it sounds like you are referring to our Legacy software that has been retired for a few years now and is no longer supported or available for download. Your files should be recoverable as long as the information was backed up onto your computer. Unfortunately, we no longer provide phone support for the Legacy software, phone support is only available for customers on a subscription. This has been taken into place for quite some time. Once again, we do apologize for the inconvenience.

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Rated with 1 starResolution In Progress
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Verified Reviewer
Original review: May 7, 2019

I began using NeatDesk with it first roll out many years ago. Since then I have purchased newer versions both NeatConnect and NeatReceipt. The scanners worked just fine until a few months ago Neat got rid of the Legacy software support and encouraged the use of a newer software which now produces blurrier, grey, unclear scans. I have been dealing with technical support for almost 6 months to a year to get my scanner working properly to no avail. I see I’m the reviews that Neat is stating it did not make customers do the upgrade BUT that is not true. If you want to use the cloud it is required as far as I’m being told. I have recently acquired an address for corporate to have requested my support log of the past few months. Neat should replace my systems or issue me a refund for all 3 machines if they want to make software changes that ultimately cause the machines to become obsolete.

The Neat Company response
Thank you for writing a review Alisha.
We have removed ourselves from the Scanner Market back in 2016 and the Legacy software has been retired for a few years, not a few months. The scanners that you currently have can be utilized without the Neat Software - and that is correct, if a customer would like to utilize the cloud based software provided by Neat, a subscription is required.

We apologize for any inconvenience this may cause you.

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Rated with 1 starResolution In Progress
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Verified Reviewer
Original review: May 7, 2019

I bought the Neat scanner four years ago to use in my bookkeeping business. Going paperless had been a dream and NEAT made it possible. I tried the cloud version along with QB online, but it was far to slow to work efficiently and I remained with the Desktop version of both Neat & QB. Now, NEAT doesn't offer any support for desktop, and they don't make the damn scanner any more. Their customers who prefer NOT to be in the cloud have been effectively SCREWED! I'm sitting here with a dead scanner, a colossal pile of work, and no viable solution that keeps me working on my desktop. I will not go into the cloud. This disgusting business practice of bringing people into the system and then changing the terms of the game should be illegal. I will NOT work with NEAT in the cloud... I'll go back to paperless before they get one cent of my money, let alone a monthly obligation. NEAT - YOU ARE A DISGUSTING COMPANY!!

The Neat Company response
Thank you for submitting a review Barbara.
We do apologize that you are not satisfied with the growth of the company but we have moved out of the scanner market back in 2016 and the Legacy desktop software has been retired for a few years now. The Neat Scanner that you have can be utilized without purchasing the Neat software.

Once again, we do apologize for any inconvenience that was caused.

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Rated with 1 starResolution In Progress
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Verified Reviewer
Original review: April 27, 2019

When originally purchasing "my" NeatDesk scanner and software in 2016, I paid nearly $400 for the device and its ability to function locally on my computer system until it died - that is the deal that Neat and I agreed to. Though a cloud(ish) based system was also offered, I had no use for, nor was I able to utilize the service.

Now Neat has INTENTIONALLY crippled these devices from continuing to function, though the device has been paid for. Neat has intentionally pulled all software packages that provide the functionality of the hardware so that when an owner of a paid product needs to re-install the software for whatever reason (new computer, crash, failed hard drive etc), it is no longer possible due to Neat's intentional acts.

Not only is this unethical business practices, it is extortion. Users are now FORCED to utilize Neat's cloud based lesser functional systems whether the user can or wants to use that system. Neat has failed to realize that there are still users that may not want or cannot have their computers connected to the Internet, nor may they desire to incur additional monthly fees that are completely unnecessary for the functionality of an already paid for device.

I NEVER wanted, nor need the cloud for my purposed and I surely do not want Neat to cripple the functionality of a device that they DO NOT own. Support and development stopped for that device is understandable but holding users hostage by not posting software that was previously purchased and offering the user a monthly or yearly paid substitution? That is the definition of extortion.

Neat "C" levels, my suggestion is simply this... meet with your attorneys and come to an agreement to grandfather the users that have paid for a fully functional device. Provide those users with the software required to operate the previously paid for device and then offer the cloud service as a software platform for those new users looking for a solution. I could not imagine a car manufacturer or household appliance manufacturer selling products and later crippling those products in some manner and it being acceptable!

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The Neat Company response

Hello Michael,

We're sorry for any frustration you may have experienced with the scanner. You can certainly continue to use your scanner and we have actually provided a brand new free-of-charge scan utility that you can use with your scanner. It does not require a cloud subscription so you can use it right away and if you do get a cloud plan, you can use it to send your scans to the cloud.

We must clarify that we have not done anything to prevent or disable older software from working correctly. Please keep in mind that the older versions will start to experience issues naturally as you update your operating system since we are no longer updating retired versions of Neat software. We do not provide downloads for retired software because it will not be compatible with current operating systems. We do regularly update our current software as well as add new features. The new features come at no extra cost and are included in the plan along with unlimited cloud storage and access from our free mobile app.

No one is forced to upgrade to the cloud if they do not wish to use the cloud and you are free to continue using an older version of Neat software, however, please remember there will be no further updates or support for software that was retired a number of years ago.

You can download the free Neat Scan Utility from this FAQ (in the first question and answer)

We hope you enjoy this new free utility that will allow you to continue using your scanner in current versions of Windows and Mac.

Thank you,

Neat Customer Care

2 people found this review helpful
Rated with 1 starResolution In Progress
Verified Reviewer
Original review: April 26, 2019

I purchased a Neat Receipts mobile scanner in 2009 from Costco and installed the software on my Windows 7 computer. I have an updated Windows 10 computer now. The software can't be installed on that OS. I would have to pay $49 to Neat to get a Cloud subscription to be able to have access to all my old scanned documents (the originals were shredded). Contacting them only results in suggestions that are not applicable, ie, installing a driver that they say on their website is not available for my model.

The Neat Company response
Hi Chris,

We're sorry to hear of the inconvenience. As you know, the original software you received in 2009 is now a decade old and not guaranteed to work on current versions of Windows or Mac. Even if you were switching to another Windows 7 computer, without the Neat cloud service, you would still need access to the files on the older computer so you could copy and transfer them to the newer one. If you still have access to the files on the old computer then you should still be able export them out of the retired Neat software as PDF files that can be used on your Windows 10 computer.

If you're still using the scanner, you can also try the free Neat Scan Utility to continue scanning images to PDF files in Windows 10. Please see this article which includes a download link to the Neat Scan Utility in the first question and answer.

Thanks,

Neat Customer Care

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Rated with 2 starsResolution In Progress
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Verified Reviewer
Original review: April 22, 2019

I have been using Neat since 2019 and loved it until it went to a subscription, I believe in 2017. Since then, I’ve had nothing but grief. Right now, I’m unable to continue the scanning I started today because it froze up after I scanned a 26 page document. I exited the system and waited for two hours before trying again. Now get a message ‘scanner not connected.’ Ridiculous! Also, You cannot enlarge a document without cutting off part of the page. You cannot enlarge the viewing area so if you need to see something on the sheet, you have to print it. I called on this and they said they know about it, but have no plan to change it in the near future.

Again, ridiculous! It’s slow and takes twice as long to scan and pull up documents. Long delay. It didn’t used to be like that. It was fast and you could enlarge a document and move it around to see all areas of the page. Unfortunately, Neat got greedy and was not happy about selling the system for a one-time fee. I have no problem paying annually, but I do not like the change in use which is definitely not for the better. I used to brag on the system, and two of my friends purchased one years ago. I’m sorry I did, as they are as unhappy as I am. One chose not to go on after the change. I’m seeking other alternatives as I cannot tolerate this system any longer.

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The Neat Company response
Hosein,
Thank you for sub mitting a review! We apologize for any inconvenience that you may have experienced while using Neat. Have you reached out to our support team for the issue with your scanner not being connected? Our agents can definitely help you with getting your system set back up correctly.

We also provide a free scanning utility which will allow you to zoom into your documents that you scan so that you are able to see more details : https://support.neat.com/install-new-neat-scan-utility/

We also are gearing up to release a new product later tis year which will solve issues that were encountered. Once again we do apologize and we appreciate you as a customer of Neat!

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Rated with 1 star
profile pic of the author
Verified Reviewer
Original review: April 2, 2019

I tried using my scanner and it isn't working. I have been on the phone with support for hours. The IT said he would someone else try and call me back and I have yet to get a callback. I tried to go out and buy another since it's urgent I have one ASAP and found out they are no longer available. No one told me that before! You'd think that a subscription and IT all day someone would tell me that!!!!

The Neat Company response
Irma,

Thank you for submitting a review! We have taken a look at your account and will have an agent reach out to your directly for assistance with your Neat Scanner. We do apologize for the inconvenience that you are experiencing but we have stopped selling The Neat Scanners since 2016. Once again, we greatly apologize and will have someone reach out to you for assistance. `

2 people found this review helpful
Rated with 4 stars
Verified Reviewer Verified Buyer
Original review: March 29, 2019

I had Neat a long time ago and have their scanner. When I re-signed up for them, I tried to use the scanner and it wouldn’t work. I had to call, and their reps helped me figure it out. I use my NeatDesk and scan my stuff so that I can keep a track of it and keep it organized. Before, I have papers everywhere and didn't have a method. NeatDesk makes it easier to find stuff.

The Neat Company response
Dawn,

Thank you for taking the time out to write a review! We are gald that the NeatDesk is keping you organized! Thank you for choosing Neat!

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Rated with 5 stars
Verified Reviewer Verified Buyer
Original review: March 28, 2019

I have the NeatDesk scanner for a few years which I use once a year around tax time. We bought it when we started the business and so far, NeatDesk has been good. Over the last couple of years, the program had a few glitches. But they worked out a lot of the bugs in the programs and they got me up the speed to make my Neat scanner functioning again. I know a little bit about computers but NeatDesk's customer service team was courteous. They walked me through a lot of things with it. So this time around, I’m pretty happy with it. It categorizes the receipts and creates a report which makes it make easier for the person preparing our taxes. I also use the Neat Cloud where I use the scanner function and store stuff in the app on the phone.

The Neat Company response
Joseph,
Thank you for writing a review!

We are happy to hear that you have enjoyed your Neat Desk and the Neat cloud software! It is great to hear that you are able to stay organized! Thank you so much for choosing Neat!

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Rated with 5 stars
Verified Reviewer Verified Buyer
Original review: March 27, 2019

I was using Quickbooks before but I didn't like it as there were so many steps. I got NeatDesk and with it, all I gotta do is check and make sure it’s got the right information in the right spots. If it doesn't, I correct it and then it’s on to the next one, so it saves me time. Also, before, I was putting the receipts from my business on Excel but then when I discovered that I could do that with NeatDesk, I've started putting my receipts on there. I would use it for the whole year now. I use NeatDesk at the end of the year and because I get to take the tax off of my business, I really like that I'm able to separate the total and then the tax. Another thing is, with the plan that I have, I could call them and it's been well worth the money. I was very pleased when I had to make a phone call. The people I talked to explained things to me in a very easy way to understand.

The Neat Company response
Michael,

Thank you for writing a review! We are happy to hear that you have noticed the simplicity in using Neat! It is always great to hear that the system has saved time! Kudos to the support team for providing excellent assistance and thank you for choosing Neat!

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Rated with 2 stars
Verified Reviewer Verified Buyer
Original review: March 26, 2019

I use NeatDesk for storing my documents so that I can pull them up for taxes but I use it infrequently now because they took it off of a desktop application and made it cloud based, which is very complicated for me. It doesn’t give me the security that I would like to have as I had before. I don't like it like it right now but I don’t have much choice. When I previously had the desktop arrangement, I used the Neat Scanner and loaded it in, and had my documentation. I didn’t use it for the automatic expense type deals and I didn't worry about pulling in stuff from a picture of a receipt. I either scanned my documents in from a hard copy that I had or from an online account statement where I pulled it directly in from the online version into Neat, and I liked that very much for a lot of things that I do get just online copies.

The functionality that I preferred was to have it all self-contained and not on the internet or online, and be able to back up a copy of it for my own purposes. Having to do everything where I can’t immediately scan it directly into my desktop app and work is a problem and it’s too much hassle now. I don’t care for the way NeatDesk went and the lack of support like I used to have. I’ve called customer service several times trying to get things working correctly. They quit supporting the desktop application like they used to do so, they’re trying to get away from providing the service. They wanted to redesign it so it’s all cloud based. You can use all kinds of scanners but the type of scanner they had that I could scan in 50 pages or documents and either have them consolidated or individually registered made it very convenient to me.

I have another scanner available if I wanna do it piecemeal but I prefer to have, when I had lots of documents, to be able to do it automatically and then choose to whether they did it into the Neat formatting, or I could do it as a pdf. Now, everything apparently just goes in as a pdf into the cloud. So, it’s not like I used to have it. I’ve got 15 years of records with Neat but they are not making me happy right now and I’m looking into another solution.

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The Neat Company response
Albert,
Thank you for taking the time out to write a reviw! We do apologize but we did retire our Loegacy softwae and moved to a cluod based software that comes along with multiple beneifits. there is still a back up copy of your documents that can be located on your computer.
We also provide a free scan utility here : https://support.neat.com/helpcenter/install-new-neat-scan-utility/

This utility will alllow you to scan your documents and ave them to any folder that you would like onto your computer.

If you would like, you can schedule 1:1 session with one of our trai ned agents to help you navigate through the software. https://calendly.com/neatcompany/show-me-how/?month=2019-04

Thank you for writing a review! We apologize for any inconvience this may have caused you.

3 people found this review helpful
Rated with 1 star
Verified Reviewer
Original review: March 22, 2019

I really doubt the validity of the 5 star customers. I have also been with Neat since they first started. I purchased the 1st Neat Receipts Scanner then the Desktop. Initially the program was awesome, when I purchased the scanner it came with the software which I assume was then mine to use freely. However, when all of a sudden I was REQUIRED to pay to use software I had already purchased without prior knowledge or permission - I was infuriated. Nothing was wrong with my software and yet that one dreadful update that changed everything. This is just BAD customer consideration and clear that the "$" is more important than customers.

I don't LIKE OR NEED CLOUD. With all the hacking out there I don't want to worry that the sensitive documents that hold SS #s, Bank info is out there where it can be accessed and with a simple "OOPS" they think that will fix it? I honestly loved the 1st software that was came with my unit. It worked perfect. Not allowing to use software that was purchased with the unit is criminal in my opinion. I have the original disk but somehow Neat has now REQUIRED to be ONLINE in order to use it?!! I don't want my private personal information ONLINE PERIOD!!! I would rather use Fujitsu's product and software - they have at least been upfront with their product. There are other companies as well out there that have even better software with a lot less problems. Shame on you NEAT.

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The Neat Company response

Hello L,

Thank you for your feedback and we apologize for the confusion.

You are absolutely not required to purchase anything in order to continue to use your scanner with your original software. We have never and will never force any customers to pay to use their previously purchased scanners.

To clarify, the original software that came with your scanner was completely free. The only thing you paid for was the scanner itself. That original software was retired back in 2016 when we launched our newer Cloud products. At that time all customers were given the option to continue to use their Legacy software free of charge, or migrate over to the Cloud with a Neat Cloud subscription.

Moving forward you have several non-Cloud, completely free options:

1. You can install and use the desktop scan utility, which is free to use. This application is strictly for scanning and will allow you to continue to use your scanner to store your scanned items on your computer hard drive. https://support.neat.com/support/download-neat-software/

2. You can continue using the Neat Legacy Software if it is already installed. This option does NOT require you to purchase a subscription, support plan, or newest version of Neat software. Please keep in mind though, legacy versions are no longer available for download and there will no longer be any bug fixes or enhancements to these versions.

3. Or you could go with a non-Neat software option and continue to use your scanner to scan without Neat:

https://retiredproducts.neat.com/using-neat-scanner-without-neat-software/

3 people found this review helpful
Rated with 4 stars
Verified Reviewer Verified Buyer
Original review: March 19, 2019

I have NeatDesk as I’m self-employed and I needed to keep track of my receipts. I use it about one month a year and I use the scanning and expense report feature the most. I also use it to create reports. Using it is time-saving and this method is more streamlined and it has easier analysis. NeatDesk's technical support is really good too. I've gotten a couple of my friends to start using it.

The Neat Company response
Janet,

Thank you for taking the time to write a review! We are happy to hear that you are enjoying your Neat Desk scanner. We are even more happy to hear that it has saved you time as well. Thank you so much for choosing Neat!

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Rated with 1 star
Verified Reviewer Verified Buyer
Original review: March 18, 2019

I’ve had the Neat Scanner since before 2012 so I’ve been using it that long. But all of a sudden, they came in and said I had to start paying to be able to use it. I had to pay for a year, worth $80 something. That's the thing that makes me mad. Then they had to convert everything over and put it in the Cloud. But I don’t trust the Cloud. I used to work for lawyers and I know all that can go out and go wrong, being accessed even in the Cloud that shouldn’t be.

I wasn’t syncing stuff to the cloud. I was scanning it into my computer then if I needed something, I’d go back and get it off of my computer. The only problem I would run into was with these really big documents that I got from the bank. They would be 40 or 50-page documents and I would try to scan that on the machine but it would keep processing for hours and hours then sometimes, it would just shut down. Or sometimes, it would give up like, “Okay, we can’t do this, and we’re throwing it out.” Then the file would be gone and if I wanted it in there, I’d have to rescan it.

So when they told me they were gonna have to do all that, I was like, “How do I know you’re not somebody that’s trying to scam me?” I don’t really want my stuff in the Cloud. But they were saying that the system was gonna fail so they had to do that. I noticed that the company started their conversion over three years ago and they’re just now getting to me. They took all of my information, eight years’ worth, and converted it over and sent it to the Cloud without asking me.

When they started converting, it was a nightmare too. They tied my computer up for over a week. Because of where we live and our computer, I would have to go into my computer network and plug the machine directly into my computer. Then every night, I’d have to go in, unplug it and re-plug my TV back in. I could only watch TV at night. I also had no internet for anything else while that was going on. I’d check it the next morning and it would say that they had converted 89 documents. I was like, “Are you kidding me? 89?” I had over seven years’ worth here. It was gonna take forever.

Right now, I can’t even use my Neat and my issue with them has been going on for about a month. I keep getting these errors that some document can’t sync to the Cloud and it won’t go on with anything else. But I can’t get in contact with them so I can’t get it fixed. I keep missing them. I've had to leave a message but then they call back and say they went straight to my voicemail. I don’t know why it would go straight to my voicemail though. I haven’t blocked their number. I don’t know what’s going on with them. I’ve been real upset with my Neat Scanner.

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The Neat Company response
Glenda,
We apprecaite you taking the time out to write a review! We are very sorry for the confusion that was caused but your scanner can be utilized without a subscription to the Neat cloud based software. Please refer to this link for additional information: https://retiredproducts.neat.com/using-neat-scanner-without-neat-software/

We also provide a free desktop scan utility that you can use t scan directly to your computer here - https://support.neat.com/helpcenter/install-new-neat-scan-utility/

We have taken a look at your case history and noticed that you hvae a rather large database. Unfortunately, the larger your database, the longer the migration process will take. Additionally the migration process does not interfere with your internet connection so we apologize for the confusion there.

We really do apprecaite you choosing Neat and we will work diligently to get your files migrated over as soon as possible!

4 people found this review helpful
Rated with 1 star
Verified Reviewer Verified Buyer
Original review: March 17, 2019

At first, The Neat Company was cool. Back then, there was nothing that I could use to scan that had the software where it organized your receipts. Getting their system eliminated a lot of writing down and organizing the old-fashioned way. Now however, I am disappointed with Neat. Like every company, you start one thing, and then you realize that the money’s not there, and the money is in the software. So, what happened was everybody would buy a scanner and it came with the software. And what's terrible is that they don't support the scanners anymore. They stopped making the scanners. All of a sudden, we’re stuck with a scanner and the people at Neat figured out that if consumers wanted support, they needed to be charged every month. Now, when you buy the software and the app, you gotta pay a monthly fee on it.

We bought these $400 scanners and you can’t use them anymore. Our scanner stopped working on our computer. And as soon as we started looking at the details on Neat's website, it says that they no longer have a warranty as of 2018, and that they no longer support it. There are no fixes for the new Windows 10, and it’s just a mess. If someone wants to scan anything, they have to get a third-party scanner or do it with the app. And that’s not what it was about at the beginning. It was more about the scanner. I've been using Neat for six years so I got all this data in their software and if you don't do what they want, then good luck. You'd be left to hang high and dry.

I tried contacting Neat's customer service but the reps don’t speak the way I talk. Their reps are from in India and you can’t express yourself. It’s hard to communicate with them. In addition to that, the picture quality when you use the phone app is terrible. That's why we opted to use the scanner because it’s a lot clearer and it’s a lot faster than having to use your phone app. In the end, Neat doesn't offer support. They don't want to help out. Unfortunately, I had to buy the program, the app, and I’m paying month-to-month, but I’m just looking for alternatives at this point.

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The Neat Company response
Alex,
Thank you for taking the time out to write a review. We apologize for any confusion but your Neat Scanner can be utilized without having a subscription: https://retiredproducts.neat.com/using-neat-scanner-without-neat-software/
When taking a look at your case history, we see that the reason behind the issue that you were experiencing with your Neat scanner was due to a problem internally with your establishment. Have you reached out to your IT department for assistance? We see that one of our highly skilled agents suggested reaching out for additional help since your computer had a block for the Neat scanner. If you need further assistance after reaching out to your IT department, please do not hesitate to reach out to support. Also, which version of the mobile app are you currently using? We want to be sure that you are on the latest version.

Thank you for choosing Neat!

3 people found this review helpful
Rated with 5 stars
profile pic of the author
Verified Reviewer Verified Buyer
Original review: March 16, 2019

I love my NeatDesk. I’ve been using it for about nine years now and I use it a few times a week to scan my receipts. I have it for my tax purposes and for business receipts. At first, I was able to save all my receipts directly into a flash drive then I take it to my accountant. That old version was more simple. Now, you have to go through several steps and save it as a file, and I finally got that figured out this year. And then, I can set up different files per year and put the receipts in each file - like if they are business receipts or house receipts. For 2019, I go on the Neat, and then I put our rental property in one file so I can keep that, then at the end of the year, go through and figure out what the totals are.

The thing is, if I don’t keep up my yearly subscription, then they won’t give me technical support. There has also been a few reps who don’t understand what you’re trying to explain to them but that’s the language barrier. Other than that, the ones that I’ve spoken to have all been good and helpful. I would recommend NeatDesk.

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The Neat Company response
Avav,

Thank you for writing a review! We are happy to hear that you are enjoying your Neat Desk and it keeps you well organized. Unfortunately, some of our plans do not include Live support and we apologize for any inconvenience that could have caused you. We are very happy and appreciative of you choosing Neat!

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Rated with 3 stars
Verified Reviewer Verified Buyer
Original review: March 8, 2019

I used Neat when it was first a program before they went with their monthly service. Their software worked well and running a small home-based business, it came in handy for bookkeeping. I liked its organization and the receipts to recognize versus just a regular piece of paper thrown in there. I actually bought two of the NeatDesk but then they went to the service where it was monthly, so I quit using it. When they upgraded it, they should have upgraded the software instead of going monthly and I would’ve purchased the additional upgrades. Other than that, they have good software and if you have a massive amount of paperwork, you're gonna have to use a service like this.

The Neat Company response
Eric,
Thank you for writing a review! We do apologize but we did retire the Legacy software some time ago and are gearing up to release a new product later this year that will include multiple new features to improve the Neat Experience. We appreciate the kind words you have left and are happy that you chose Neat!

Thank you again!

2 people found this review helpful
Rated with 1 star
Verified Reviewer Verified Buyer
Original review: March 7, 2019

The Neat Company's customer service is crap. It took me three different calls, with three different tech support people to get my issue resolved. And it still wasn't resolved. I had to put up with what was resolved with. My biggest complaint is that their tech support people are offshore, and I can't understand them. One of the biggest improvements they can make is to bring it back to the States so you can understand them. I bought the scanner years ago, and then I switched to having the annual premium. My annual premium ran out in January, about the time I do my taxes, so I was caught red-handed last year, having to pay another annual renewal. I was on the phone for over two hours trying to get it hooked back up. As soon as I can find another way to scan my receipts in, I won't be using Neat anymore.

The Neat Company response
Ralph,

Thank you for leaving a review. We apologize for the amount of time that was spent with our support team. Taking a look at you case history, you were utilizing a software that has not been supported for a few years now so our highly skilled agents were able to help you migrate that information to the Cloud. We do not see that you have reached out since February so if you do have any issues or concerns, please do not hesitate to reach out to support. Additionally, we are gearing up for a release of a new product this year that will include multiple new features to improve the Neat Experience. Thank you for choosing Neat!

3 people found this review helpful
Rated with 1 star
profile pic of the author
Verified Reviewer Verified Buyer
Original review: March 6, 2019

I bought a Neat Scanner years ago at a booth set up in an airport when NEAT RECEIPTS was brand new. At that time I didn't need expense reporting. Really just loved the portable scanner capability and bought it on impulse without using it that much. About six months ago I began using Neat regularly for business and invested in a new scanner to do so.

One would think that fast forward to now you'd see great strides forward in capturing receipts and making expense reports. Although I pay a fee now to have my receipts verified by a human, they are often recorded incorrectly. So, while this service should free my time, I have to go back in and correct their mistakes. By the time I am putting together an expense report, I am crunched for time and when I find mistakes by the verifiers, I don't have time to get on the phone and complain. However, after much frustration a few months ago, I did finally call, which took considerable time and I was told of a time consuming method to provide their development team with an ID number for the incorrect receipts. I started to do it but ran out of time and patience and gave up, hoping things would get better.

However, again today, the many errors irked me to the point of calling Neat again. The first technician I talked to never seemed to comprehend what I was talking about based on his replies. Then I spoke with another technician who told me about providing them with ID numbers for each receipt (same as previously told months ago). I expressed my dissatisfaction with having to spend so much time to help them fix their broken system. Finally, the technician remotely accessed my computer and got the information she needed. However, by this time I had wasted a couple hours.

The Neat training module for instructions for having receipts verified states that it only takes minutes to be done, like having a personal assistant. I am not finding that to be true. I had one more receipt to scan before making my expense report, but it took over an hour for it to be verified, delaying me from getting my expense report done. This was the last straw for me and why I came to this website to give my review of this product. One last detail is that the expense reports are not really customizable which for me means I still have to put everything into a spreadsheet on Excel to have it formatted properly. Why am I even using this software???

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The Neat Company response
Laura,

Thank you for taking the time out to write a review. We do apologize for any frustration that was caused by using Neat Verify. The reason being for the request for the ID numbers is so our Development team can thoroughly investigate the issue that you were experiencing. When a unique issue like this arises, we do need as much information as possible to resolve not only the issue you were experiencing but to prevent this from possibly happening to another customer. We do see that you have an open case with our support team and we are actively working to resolve. Additionally, we are releasing a new product within this year that will have multiple new features and previous issues resolved to improve the Neat experience. Once again, we do apologize for any frustration that this has caused and we appreciate you choosing Neat!

4 people found this review helpful
Rated with 4 stars
Verified Reviewer Verified Buyer
Original review: March 6, 2019

I would save my documents to my computer and import them into The Neat scanner so that I could sort them if I need to look for them. But then The Neat Company started making everything Cloud-based, which I don't like. The Cloud-based is fine if that's what you want, but I wanted to have a local place to keep all my stuff. So now I have to go through an extra step, and import it to my computer if I need to. It's crazy.

Also, the scanner doesn't work sometimes, and I can't get on it. It freezes up and it just sits there half the time of the program. I go to import something, and it doesn't bring up any of the information. I have to hand type everything in. Right now, I can't even get the program to come on, and I'm very upset. Sometimes, it comes on, and one day it doesn't. It's been horrible. It's also hard to find the number to call them, and I can't even remember where I found it. It's not easy to access their phone number. Nevertheless, the scanner that I bought provides some way of organizing my documents, which is what I want.

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The Neat Company response
Thank you Karen for leaving a review!
We are glad to hear that the scanner you have purchased is providing organization. For the issues you are experiencing, we can definitely have a tech support agent assist you. Please send a private message with a good phone number and time to call so we can assist you.

Thank you for choosing Neat!

Be the first one to find this review helpful
Rated with 1 star
Verified Reviewer Verified Buyer
Original review: March 2, 2019

I had an older Neat Scanner and I used a lot before the system changed. But the new set-up of the system is very difficult to understand. It has to be connected to a cloud which means that I can't use it if I don't have Wi-Fi on the road. Also, the whole set up where to store the documents I have scanned is very complicated. I just scrapped it and didn't want to bother with it. I'm really disappointed. It was worthless and I would never attempt to use it anymore. I'm just gonna buy a new scanner.

The Neat Company response
Christer,

Thank you for taking the time out to write a review. We are sorry for any frustration that was caused when attempting to use your scanner and your Neat account. We would love to help resolve any issues that you have encountered so that you can have an excellent Neat experience. We will have an agent reach out to you directly for assistance so please look out for a private message from us.

3 people found this review helpful
Rated with 1 star
profile pic of the author
Verified Reviewer
Original review: Feb. 25, 2019

Where do I start. I’ve been using the program nearly from day one about 10 years. Today is February 25, 2019 and they have made nearly zero changes to their very limited and buggy online version. Yet they are promising they are "gearing up" for changes in 2019. It's been nearly three years with the current version and it still doesn’t do half of what the desktop version did.

I don’t have a problem paying for a SaaS, providing it lives up to the hype and promises, NEAT does NOT! My suggestion to those who are considering using Neat, is don’t. At the time of this review I have relegated my scanning down to one receipt at a time because if you give it to many receipts it will choke and then you must re scan all of them again because the recovery process is flawed.

One of the things that ticks me off the most is the inability to allow you to edit custom lists you create, such as payment types. I can’t delete the ones that come built into the system. I could go on but I’ve already exceeded my patience level and besides the people who actual drive the sinking ship really don’t care because they have the support personnel taking the brunt of the complaints.

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The Neat Company response
Rick,

Thank you for taking the time out to write a review and providing feedback. We do apologize for any frustration that was caused when using the Neat product. We are preparing for a new product to be released later this year with multiple new features to improve The Neat Experience and we hope that you will continue to use the product and utilize those new features. Once again, we do apologize for any frustration that was caused and we greatly appreciate you being a long time customer with Neat!

5 people found this review helpful
Rated with 2 stars
Verified Reviewer
Original review: Feb. 17, 2019

I will try to keep this short. I have been with Neat since I got my NeatDesk over 8 years ago. Original software was laggy, but it did its job well. OCR worked, you could do decent reports and there were no limitations on extracting your data. Fast forward a few years and the company unilaterally discontinued support for the product, forcing you to get a cloud subscription. Fine, the selling point was a cloud backup and a mobile app. The issue was that most of the features of the desktop app have never been re-implemented into a new version. For example: if you wanted to start a new tax year and create a same set of folders to organize your files, you could not copy your template folder structure. This is but one of the features that you lost, while now having to pay every year.

The straw that broke the camel back, so to say, was the issue of not being able to export your documents. If you have a folder of several documents you now had to go through them one-by-one, if you, for example wanted an extract for a lawyer or accountant. The company that takes your data hostage, while forcing some customers to stay with them will not last long. This is because instead of recommending this company to your friends you are now sharing the painful story of being a hostage of another money grabbing company.

Neat is not the only company that does this. But it is pointless to keep investing time and money into something that ultimately doesn't and can't serve you. Luckily there is still a way to get your files, but this is a hack and you will get a big dump of all of your file losing all the effort of organizing your documents into folders. But there are application that can help you search and organize your files, so this one time bitter pill is the only way out of this forced relationship.

It is always darker before the dawn.

Now, several months after moving my files out of Neat, I am saving over $100 dollars per year, just by having them on Google drive. You can organize your PDFs using many free apps, have Wave or any other free service for receipts, that actually reconciles with your bank instead of buggy Neat OCR trying to guess where to allocate the receipt (it never worked for anything other than restaurants), and gets those wrong regularly. Now my year end reconciliation takes hours instead of days and I know exactly where my files are and can access them anywhere.

If you considering giving your money to Neat, please stay away. If you are with Neat already, find a better software and run. You will never look back. I am giving this gang operation 2 stars because there was at least some value to this service. But after all these years and harassment I feel that even 0 stars is really too much. How many stars would you get a kidnapper who keeps you hostage?

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The Neat Company response
Thank you for taking the time out to write a review.
We apologize for any frustration that was caused while using Neat. The Neat company does not hold any data hostage or force a subscription onto our customers. If you did want to continue to utilize your Neat Scannerthen you can do so here: https://retiredproducts.neat.com/using-neat-scanner-without-neat-software/
We also provide a Desktop Scan Utility that can be used with your Neat scanner: https://support.neat.com/helpcenter/install-new-neat-scan-utility/

Additionally, we are gearing up to release a new product this year with many new features and stability to improve the Neat experience. We appreciate you being a long time customer with Neat and hope that you continue to use the product. Once again, we do apologize for any inconvenience this may have caused you.

4 people found this review helpful
Rated with 5 stars
Verified Reviewer Verified Buyer
Original review: Feb. 15, 2019

When we need the Neat Desk, we need it. Otherwise, we could use it weekly. We use the scanning features the most, and you can organize it pretty much in any way we want. They can improve on the printer reboot, though. They have moved on past supplying the feeder.

The Neat Company response
Darren,

Thank you for leaving a review and the great rating! We are happy to hear that you are enjoying your NeatDesk and the organization features provided. Thank you for choosing Neat!

Be the first one to find this review helpful
Rated with 1 star
Verified Reviewer
Original review: Feb. 15, 2019

I have used Neat for 8 years and was very satisfied with it until recently. I use Neat to keep track of tax information in Florida, where we do not have state taxes and can use our sales tax as a deduction on our federal taxes. I would scan multiple receipts in minutes and it would record all the information on the receipts. Since the latest upgrade, it either does not fill in any of the information or it puts information that is not even on the receipt. It takes a tremendous amount of time for me to correct and/or record every piece of information from each receipt that the previous version did for me. It is taking hours to do a job that would take a few minutes prior to this update.

I have called customer service twice in the last 2 days and allowed them access to my computer to fix the problem. They are very friendly, but did not improve the situation at all. I am actively looking for an alternative solution. The current situation does not meet my needs at all. I have loved the program for 8 years, but it is next to useless for my needs at this point.

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The Neat Company response
Selena,

thank you for taking the time out to write a review. We do apologize for any frustration that was caused while using Neat. Additionally, we are gearing up to release a new product this year with many new features and stability to improve the Neat experience. We appreciate you being a long time customer with Neat and hope that you continue to use the product. Once again, we do apologize for any inconvenience this may have caused you.

5 people found this review helpful
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The Neat Company expert 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.

  • Best for: Small business owners, payroll departments and independent contractors.

Profile picture of Shelley Elmblad
Shelley Elmblad Financial Software Contributing Editor

Shelley Elmblad is a freelance writer with years of experience covering small business, personal finance and tax software and mobile apps. 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
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