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What is Neat?

Neat is a financial organization app that combines receipt tracking, expense management, tax preparation support, and digital document storage for freelancers and small businesses. It is built for users who want clarity around spending without needing to manage a complicated accounting system. The platform helps small business owners collect receipts, categorize expenses, track purchases, store invoices, organize contracts, and keep important records in one searchable digital workspace. Neat can be used to manage expenses from subscriptions, business travel, office supplies, meals, vendor purchases, and other daily operating costs. Its automatic expense categorization helps reduce manual entry while giving users a clearer view of where their money is going. Real-time spending visibility and shareable expense reports make it easier to review business activity and provide clean records to accountants. The app also functions as a digital filing cabinet, allowing users to upload, scan, store, and retrieve receipts, invoices, bank statements, and business documents from the cloud. Mobile access helps users capture receipts on the go before paperwork gets lost or forgotten. Neat supports tax preparation by keeping receipts and expense records organized, categorized, and easier to hand off at filing time. The platform emphasizes security through bank-level encryption and secure cloud storage for sensitive financial documents. With receipt scanning, expense organization, reporting, digital archiving, and tax-ready recordkeeping, Neat helps freelancers and small business owners replace paper clutter with a simpler financial workflow.

What is Cashbook Complete?

Cashbook Complete simplifies the accounting process, making it faster and more user-friendly, even for individuals lacking a financial background. This all-inclusive software is loaded with features while still using accessible language for users. With ease, you can upload your bank statements online and quickly create reports, a feature frequently highlighted by our satisfied customers. Tailored specifically for those who are not professional accountants, Cashbook Complete emphasizes simplicity and transparency. We also offer free email support for every user, which is uncommon in many accounting solutions. You can conveniently import your bank statements straight from your financial institution's website and set up rules for recurring transactions. Furthermore, the ability to send invoices and statements via email significantly streamlines your workflow. While many cloud-based software options follow a subscription model—monthly or yearly—resulting in a high cumulative cost for a product that is never truly owned, Cashbook Complete stands out as an economical option that focuses on enhancing the user experience and providing reliable support. In addition, our regular updates ensure that users benefit from the latest features without extra charges, reinforcing the value of choosing Cashbook Complete for all your accounting needs.

Media

Media

Integrations Supported

Google Contacts
Microsoft Outlook
Quicken
TurboTax Business

Integrations Supported

Google Contacts
Microsoft Outlook
Quicken
TurboTax Business

API Availability

Has API

API Availability

Has API

Pricing Information

$200/year
Free Trial Offered?
Free Version

Pricing Information

$60 one-time payment
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

The Neat Company

Date Founded

2002

Company Location

United States

Company Website

www.neat.com

Company Facts

Organization Name

Acclaim Software

Company Website

www.acclaimsoftware.com

Categories and Features

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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