This is Neat's newest web app and New Neat Experience. The Neat cloud service allows you to add files – or access files – from anywhere!
Quick guide to getting started with Neat
Check out our onboarding checklist to help with getting started.
Yes, Neat offers a 15-day free trial. During the 15 days, you will get full access to all Complete product features and can upload up to 100 financial documents. A lot of users wonder if they can still use their Neat scanner without the software. The Neat Receipts scanner software and drivers are separate from Neat Receipts itself. As long as you have the scanner drivers installed on your machine, the Neat scanner will work with other programs, like FileCenter Receipts. Similarly, do you need a subscription to use Neat scanner? Legacy software No, however you can continue to use your Neat software without a subscription with your Neat hardware, however it is not designed to work with third-party hardware. To use other manufacturer's scanners, you must utilize our Cloud software. What are the system requirements for Neat? Neat is a web-based cloud application that can be accessed using a web browser like Chrome (Recommended), FireFox, and Safari. You must have an active Neat Cloud subscription plan in order to use Neat. Jun 01, 2016 I for one am unimpressed. I bought the neat scanner for desktop use. Once I'd scanned in hundreds of receipts, an update moved all of my stuff to the cloud. I can't access it anymore unless I buy a subscription. No help whatsoever for NEAT except to send me a 'sync link' that doesn't even correspond to the screen view I'm seeing.
- Dashboard
Your dashboard provides you with updates about Neat and your account. Quickly access items, check your cashflow, or share ideas all from the Dashboard. - Transactions
Connect your financial accounts and stream in transactions to manage all your financial data in one place. - Reports
Review and create reports. - File Cabinet
Create your own folder structure to organize your items in Neat. - Monthly Cash Flow
Neat’s business health insights will provide you with the data and metrics you need to feel confident about your business – in real-time, on one screen on your Neat dashboard. - Needs Review
Check your dashboard for recently added items. - Add Item
Import, createm and check out other ways to add items to Neat. - Settings
Access various user, account, and billing settings. - Neat Tips
Check Neat Tips on your dashboard for tips on using Neat. - Quick Links
Quickly access your various item types from the Quick Links menu on your dashboard. - Release Notes
See notes on newly added functionality and features in Neat to make the most out of your experience. - Ideas Portal
Share your thoughts and feedback about Neat and your experience in the Ideas Portal! All changes in Neat are a direct result of customer feedback! - Help & Support
Quickly access the Neat Help Center articles and walkthroughs or open a case with support.
What are the system requirements for Neat?
Neat is a web-based cloud application that can be accessed using a web browser like Chrome (Recommended), FireFox, and Safari. You must have an active Neat Cloud subscription plan in order to use Neat.
Please Note: For the best experience, we recommend using Chrome.
How do I login and access Neat?
- Go to app.neat.com
- Enter your existing Neat user name and password credentials.
How To Use Neat Without Subscription
How do I get my items into Neat?
Cancel Neat Subscription
There are many ways to get items into Neat such as:
- Snap a picture of your items with the Neat Mobile App.
- Email items directly to your Neat account using Neat’s Neat Cloud email address feature.
- Import items from your computer directly into New Neat.
- Scan items into Neat using the Desktop Scan Utility.
How do I provide feedback on the Neat web app?
Please visit the Neat Ideas Portal to share your ideas and feedback on the Neat web app.
Other FAQs
Settings
Database Management
Integrations
Reporting
Collaborations
Other
How did we do?
Use Neat Scanner Without Subscription
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