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What is Playbook?

Organize, share, and collaborate on files and folders seamlessly with your entire team. Instantly remove duplicates and minimize unnecessary clutter to improve efficiency. Utilize our visual file management system to find any item up to ten times faster. Foster communication by tagging colleagues and commenting directly within Playbook. Simplify resource sharing not only within your organization but also with the larger community. Enjoy a tidy, organized, and systematic workspace that benefits everyone in the company. Experience the next generation of file and folder management. Try Playbook individually and then encourage your entire team to participate. Embrace a unified collaborative environment that boosts both productivity and organization for all team members. This innovative approach ensures that everyone works smarter and stays connected.

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.

Media

Media

Integrations Supported

Campaign Monitor
Constant Contact
DALL·E 2
Gmail
Mailchimp
Microsoft Outlook
QuickBooks Online
Quicken
Stable Diffusion
TurboTax Business
WePay

Integrations Supported

Campaign Monitor
Constant Contact
DALL·E 2
Gmail
Mailchimp
Microsoft Outlook
QuickBooks Online
Quicken
Stable Diffusion
TurboTax Business
WePay

API Availability

Has API

API Availability

Has API

Pricing Information

$360 per month
Free Trial Offered?
Free Version

Pricing Information

$25 per month
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

Playbook.com

Date Founded

2020

Company Location

United States

Company Website

www.playbook.com

Company Facts

Organization Name

Neat

Date Founded

2002

Company Location

United States

Company Website

www.neat.com/neatfiles/

Categories and Features

Cloud Storage

Access Control
Archiving & Retention
Backup
Data Migration
Data Synchronization
Encryption
File Sharing
Version Control

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Creative Management

Billing & Invoicing
Client Management
Collaboration
File Sharing
Project Management
Task Management
Time Tracking

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

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

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