Cheqbook Reviews & Ratings

Cheqbook

5.0 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 4 out of 5 stars
support 5 out of 5 stars

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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 Cheqbook?

Cheqbook offers a user-friendly experience tailored for business owners, while also providing essential features for accountants and bookkeepers. With its innovative import technology and intelligent categorization, Cheqbook can help users save as much as two weeks annually on financial management. The platform is designed for simplicity, yet there are important steps to take when getting started. Initially, you must link your online banking and credit card accounts, even if you haven’t done so in a while. You’ll also need to create a company profile, and for personal accounts, you can label them as "John & Mary Smith." Although we commonly refer to a collection of financial records as a company, it can equally pertain to individual financial situations. To sync your first bank account, select your preferred bank and input your login credentials along with the name of the financial institution. While Cheqbook establishes this connection, you might encounter security questions that need to be answered. This process ensures a secure and efficient setup, paving the way for seamless financial management. Once complete, you’ll be ready to enjoy all the benefits Cheqbook has to offer.

Media

Media

Integrations Supported

Google Contacts
Microsoft Outlook
Quicken
TurboTax Business

Integrations Supported

PayPal
QuickBooks Online
QuickBooks Online Advanced

API Availability

API Availability

Pricing Information

$200/year
Free Trial Offered?

Pricing Information

$9.90 per month

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

The Neat Company

Date Founded

2002

Company Location

United States

Company Website

www.neat.com

Company Facts

Organization Name

cheqbook.com

Company Location

United States

Company Website

cheqbook.com

Categories and Features

Bookkeeping

Not specified

Expense Report

Multi-Currency
Receipt Management
Reimbursement Management
Spend Control

Receipt Scanner

Not specified

Tax Preparation

Not specified

Categories and Features

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
General Ledger
Spend Management
Tax Management

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