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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

Google Contacts
Microsoft Outlook
Quicken
TurboTax Business

Integrations Supported

Dropbox
Google Drive
Microsoft 365
Microsoft Azure
Microsoft OneDrive
Microsoft SharePoint

API Availability

API Availability

Pricing Information

$200/year
Free Trial Offered?

Pricing Information

$99.95 (one-time/user)
Std - $99.95 (one-time/user)
Pro - $199.95 (one-time/user)
Pro Plus - $299.95 (one-time/user)
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

Windows

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
Online 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

Not specified

Expense Report

Multi-Currency
Receipt Management
Reimbursement Management
Spend Control

Receipt Scanner

Not specified

Tax Preparation

Not specified

Categories and Features

Accounting

CPA Firms
Expense Tracking
Nonprofits

Document Management

Archiving & Retention
Document Archiving
Document Conversion
Document Delivery
Document Indexing
Document Retention
Email Management
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Version Control

Legal Document Management

Archiving & Retention
Contract Management
Document Indexing
Full Text Search
Version Control

OCR

Batch Processing
Convert to PDF
Image Pre-processing
Metadata Extraction
Multi-Language
Multiple Output Formats
Zone Selection Tool

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