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What is NeatFiles?

Successful business operations rely on accuracy and flexibility. Our advanced data capture features ensure that your uploaded information integrates effortlessly with your physical documents. You can choose to scan files, capture photos using your mobile device, or upload directly from your computer to your NeatFiles account, granting you the ability to access your financial documents from virtually anywhere at any time. Customize the arrangement of your digital files to meet your individual needs and say goodbye to the clutter of excessive paperwork. Enjoy the ease of searching with keywords and filtering your documents instantly, enhancing your efficiency. Neat prioritizes the security of your data and documents by implementing bank-level security protocols and encryption techniques. Improve your customer service experience by enabling credit/debit card transactions and bank transfers with ease. Generate custom invoices in mere minutes, ensuring secure payment processing through Neat’s reputable partner, WePay (a subsidiary of Chase). You have the flexibility to toggle this feature on or off without losing access to any past invoices. Furthermore, we value human communication over automated interactions, with the exception of our helpful chatbot on the website, which connects you to a real representative when necessary. This ensures that you benefit from a perfect combination of technological ease and personalized service in all of your transactions, enhancing your overall experience. As a result, you can focus more on your core business activities while we handle the details.

What is ElectroPlan?

Link supplier product identifiers to ElectroPlan Cost Items to ensure precise evaluations of costs and pricing. Incorporate architectural PDFs or graphic files for the importation of plan visuals, which act as the basis for developing project floor layouts. Improve these layouts by integrating various features like line drawings, geometric shapes, annotated rectangles, text annotations, images, and branding logos. Employ a Lighting Circuit Counter to automate the adjustment of switches while also recalibrating pricing and accurately estimating both material costs and time needs. Introduce a plan grid guide that aids in the proper alignment of components, promoting a neat and organized project layout. Allow for the importation of comprehensive plans that may go beyond screen limits or concentrate on specific areas of interest. Furthermore, facilitate the smooth transfer of project details and plans from earlier saved projects into the current workflow. Support robust data export options that enable the seamless integration of ElectroPlan information with various software applications. This all-encompassing strategy not only streamlines project management but also significantly boosts overall productivity and efficiency. By leveraging these features, project teams can work more effectively and achieve their goals with greater ease.

Media

Media

Integrations Supported

Campaign Monitor
Constant Contact
Gmail
Mailchimp
Microsoft Outlook
QuickBooks Online
Quicken
TurboTax Business
WePay

Integrations Supported

Campaign Monitor
Constant Contact
Gmail
Mailchimp
Microsoft Outlook
QuickBooks Online
Quicken
TurboTax Business
WePay

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Neat

Date Founded

2002

Company Location

United States

Company Website

www.neat.com/neatfiles/

Company Facts

Organization Name

ElectroPlan

Company Location

New Zealand

Company Website

electroplan.co.nz

Categories and Features

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

Categories and Features

Architecture

2D Drawing
3D Modeling
BIM Modeling
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

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