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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 FileCenter?

FileCenter provides an incredibly efficient solution for organizing your documents swiftly and effortlessly. Its user-friendly nature makes it simple to learn and install without hassle. By integrating file scanning, document organization, and advanced PDF creation and editing, FileCenter DMS stands out as a comprehensive tool. It seamlessly works with most cloud services and Windows applications that users commonly utilize. With FileCenter AUTOMATE, you can transform documents into searchable PDFs through its impressive OCR technology, which not only renames them but also directs them appropriately. Additionally, FileCenter RECEIPTS enables users to keep track of expenses, manage receipts, and generate thorough reports to ensure precise reimbursements. This software is perfect for any office environment, as it operates on Windows PCs utilizing the familiar Windows file system, without the need for intricate databases. Furthermore, FileCenter delivers a feature-rich experience at a price that is hard to beat, making it an excellent choice for anyone. Don’t miss out on the chance to enhance your document management; claim your free trial today by calling 801-722-798.

Media

Media

Integrations Supported

Dropbox
Google Contacts
Google Drive
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Quicken
TurboTax Business

Integrations Supported

Dropbox
Google Contacts
Google Drive
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Quicken
TurboTax Business

API Availability

Has API

API Availability

Has API

Pricing Information

$200/year
Free Trial Offered?
Free Version

Pricing Information

$99.95 (one-time/user)
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

FileCenter

Date Founded

2004

Company Location

United States

Company Website

www.filecenterdms.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

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

OCR

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

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