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What is QuickBooks Self-Employed?

QuickBooks provides motivated entrepreneurs and small businesses with vital resources to succeed in their endeavors. It features automated mileage tracking and simplifies the organization and monitoring of expenses. Users can oversee their finances using their smartphones, enabling them to import expenses directly from their bank accounts. With a simple swipe, it effectively distinguishes between business and personal costs. All expenses are consolidated in a single location, which significantly aids in the tax preparation process. Users have the ability to capture receipts via photographs or forward them from their email, making the entry of transaction details seamless. The system not only matches and classifies expenses automatically, but also keeps receipts stored and organized, ready for tax filing. It offers insight into quarterly tax obligations, keeping users aware of their responsibilities ahead of deadlines. To avoid late fees, it provides automated reminders for upcoming quarterly tax payments. Furthermore, income and expenses can be conveniently categorized for swift tax submissions, and users can enhance their functionality by opting for the TurboTax bundle, which allows for effortless financial data transfer. By connecting with TurboTax Self-Employed, the need for manual data entry is further reduced, increasing the efficiency of financial management. These comprehensive features collectively empower users to concentrate on expanding their businesses while alleviating the stress associated with tax obligations, leading to a more streamlined financial experience overall.

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.

Media

Media

Integrations Supported

TurboTax Business
Google Contacts
Microsoft Outlook
Quicken

Integrations Supported

TurboTax Business
Google Contacts
Microsoft Outlook
Quicken

API Availability

Has API

API Availability

Has API

Pricing Information

$4.50 per month
Free Trial Offered?
Free Version

Pricing Information

$200/year
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

Intuit

Date Founded

1983

Company Location

United States

Company Website

quickbooks.intuit.com/self-employed/

Company Facts

Organization Name

The Neat Company

Date Founded

2002

Company Location

United States

Company Website

www.neat.com

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

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Mileage Tracking

Business / Personal Travel
Cost Analysis
Employee Reimbursement
Expense Reports
GPS Tracking
Manager Workflow
Mileage Logging
Reporting

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

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