Value proposition

Neat helps small businesses automate accounting tasks so they can get back to what matters most—growing their business

For small businesses and sole proprietorships in need of fast and accurate document reduction and spending management solutions, The Neat Company provides a cloud-based expense data and document consolidation, retention and processing platform that saves time and money while enabling collaboration with competitive insight.

Established in 2002, The Neat Company focused on simplifying the tasks of reducing paper clutter and receipt scanning, document digitization, and data entry through award-winning document scanning products. Our evolution has brought The Neat Company into a broader scope with a focus on developing small business software solutions that address a wider set of needs in the ever-changing small business environment.

The Neat software platform provides small businesses, particularly those with a high volume of monthly expense transactions with the need to streamline the storage and organization of all business documentation, with the ability to quickly enter or import and convert document images into a digital data format. Neat helps organize and categorize the data and satisfy business reporting needs related to accounting and taxes. Neat is also a valuable solution for document retention for audit preparedness, provides the ability to create and leverage a variety of spending report and analysis tools, and offers integrations with contact management and marketing automation tools.

Learn more at www.neat.com.

Expense data consolidation, Organization and retention, Audit compliance, Expense management, Spending analysis, Integration, OCR and parsing, Tax preparation, Receipt and invoice management, and Bookkeeping automation