NeatFiles Review, Pricing & Features

NeatFiles aspires to be the first decentralized storage solution. Since it’s main competitors are centralized and rely on a central point of failure, they’ve set out to create an alternative that is safer and doesn’t require any third-party involvement. This review will cover their current state in terms of pricing, features, user experience & security

NeatBooks is a tool that allows users to track their finances. NeatBooks offers a free trial and pricing plans starting at $14.95/mo., with no contract required. The app also comes with features such as budgeting, tax tracking, and more.

NeatFiles is a cloud-based receipt scanning and file storage service that also comes with a complimentary NeatInvoices membership. NeatFiles makes it simple to import, file, and manage business documents. It may also produce extensive and comprehensive reports based on management requirements. For 15 days, you may test NeatFiles, including NeatInvoices, for free.

Go to NeatFiles.com for more information.

What We Think NeatFiles Is Good For

We suggest NeatFiles as the finest receipt scanning software for organizations or people that operate mostly in the cloud. Employees may scan and upload documents to NeatFiles, then file them according to company-defined filing requirements. Furthermore, a NeatFiles membership includes NeatInvoices for free. NeatInvoices allows you to make invoices and then save them in NeatFiles.

NeatFiles Is Particularly Beneficial For

• NeatFiles includes the functionality of NeatInvoices for companies searching for an invoicing and file storage solution. NeatFiles is the finest program if you need storage software with invoicing capabilities. It saves you money by eliminating the need for a second invoicing program.
• Users of QuickBooks Desktop may effortlessly export data from NeatFiles to QuickBooks Online and Desktop. Because you can keep your receipts or documents in the cloud and connect them to your QuickBooks Desktop entries, NeatFiles is a wonderful supplement to QuickBooks Desktop.
• NeatFiles’ single package includes limitless monthly storage for organizations that store big amounts of documents. NeatFiles also employs bank-level encryption, ensuring that your data are protected from hackers and cybercriminals.

NeatFiles Isn’t Right For You

• Companies that scan a large number of receipts include: It takes a long time to scan and manually extract information from receipts. You may email your receipts to Shoeboxed and they’ll scan them for you using their MagicEnvelope service. All you have to do now is concentrate on more pressing matters while waiting for the receipts to be posted.
• Companies seeking for a receipt scanner that can also manage employee expenses: Although NeatFiles has options to categorize things by category, it isn’t a complete spending tracker. You can scan receipts, organize them, and compensate workers using Zoho Expense.
• Companies seeking for a free digital receipt scanner include the following: Although NeatFiles has many useful features, some firms, particularly those that are still relatively young, may choose free alternatives. Wave is a free accounting software for small businesses that includes receipt scanning capabilities.

Pros and Cons of NeatFiles

Go to NeatFiles.com for more information.

Pricing for NeatFiles

NeatFiles costs $30 a month for an unlimited number of users. A 15-day free trial is available to try out the following important features:

• Monthly storage is unlimited.
• Encryption at the bank level
• You may access your files at any time and from any location.
• Data collection and human verification that is best in class
• Support that is tailored to you
• All NeatInvoices features are included.

You may pay $300 for a one-year membership, bringing the total cost down to $25 per month.

Features of NeatFiles

NeatFiles guarantees that your company records will be secure and well-organized. Let’s take a closer look at NeatFile’s features.

Dashboard

You’ll see the dashboard when you log in to NeatFiles. It will keep you up to date on Neat and your account:

Dashboard for NeatFiles (Source: NeatFiles Support)

You can go to the following things in the right panel:

1. Back to the Dashboard section: Click to return to the Dashboard section.
2. Reports: You may look through and make traditional and accounting reports.
3. Access and arrange your files in the file cabinet.
4. Review your requirements: Organize and file any new things that have been added.

You may accomplish the following on the Dashboard window:

1. Add an object to Neat by importing, creating, or storing it.
2. Adjust user account settings, manage users, and see payment information with access to settings.
3. Keep an eye out for useful hints: To learn more about how to utilize Neat effectively, go here.
4. Quick Links: Quick Links make it simple to get to commonly used objects.
5. Notes about the Release: Learn about Neat’s most current features and how to utilize them.
6. More information is available at: Learn how to utilize the section more successfully by reading the commonly asked questions (FAQs) about it.
7. Visit Neat’s help center to get fast answers to difficulties.
8. Send feedback to Neat and share your ideas on how to enhance the service using the Ideas Portal.

Management of Items

You may utilize the Quick Links on the dashboard to rapidly access commonly used things. You have four options for sending stuff to Neat if you want to add anything new.

Neat may be reached by email.

Sending Files with NeatCloud Email (Source: NeatFiles Support)

Every Neat account comes with a NeatCloud email address. You may send files and upload them straight to your NeatFiles account using this email. Neat can automatically recognize the file type in any of the following documents: receipts, bills, contacts, documents, invoices, statements, or checks.

Instead of “Auto-detect,” you may specify a particular type for simplicity of usage. “Unfiled” will be assigned to all files submitted using NeatCloud Email. When you return to your account, you’ll need to put them in the appropriate directories.

Awsome Mobile App

You can use the Awsome Mobile App to scan and upload items to your NeatFiles account directly:

Using a Mobile App to Upload Files (Source: NeatFiles Support)

You may trim the document or receipt after taking a photo of it by dragging the blue boundaries. Select the item type and destination folder once everything is in order. It will be saved to the Unfiled folder by default. You may, however, choose a particular folder.

Importing Directly

You may effortlessly upload files from your desktop to NeatFiles using the drag and drop approach. Alternatively, you may manually choose files. It’s convenient to be able to quickly file stuff before uploading, saving you time from having to filter through unfiled items later:

Getting Files into Neat (Source: NeatFiles Support)

Scanner for the Desktop

The Scanner for the Desktop is a free utility that works with your scanner. You can use this to edit scanned items, crop and adjust skew, adjust their colors, and upload them to NeatFiles:

Scanner for the Desktop on NeatFiles (Source: NeatFiles Support)

1. Select a scanner: You may use the NeatDesk Scanner or any other TWAIN-compliant third-party scanner that does not have an unusual name.
2. Adjust scan options such as one-sided or two-sided scanning, as well as color modes, in the scanner settings.
3. View and manage things that have been scanned lately.
4. Manage Recently Scanned Goods: Before submitting objects to Neat, you may control and manage numerous items.
5. Crop, rotate, and change the skew and colors of scanned objects with the Image Editor before uploading them to Neat.
6. Manage scan parameters for multiple-page scans by adding page settings.
7. Manage scanned multiple-paged things such as back-to-back papers by moving or deleting pages.
8. Transmit: Use this button to send scanned documents to NeatFiles.

Account Access for Multiple Users

Owners of accounts may invite an infinite number of people to utilize their NeatFiles account. You may also invite other people to access your NeatFiles accounts if you have numerous accounts.

Filters for Items

Managing items is easy with Filters for Items. You can set filters on all your items based on type or other filter categories.

Source: NeatFiles Support Filter Items by Item Type

Based on Other Filter Categories, Filter Items NeatFiles Support is the source of this information.

Invoicing

You may use NeatInvoices features if you have a NeatFiles membership. You may create professional invoices with your logo, address, and other company details. You may also establish invoice reminders to automatically remind clients of their obligations:

Setting Invoice Reminders for the Due Date, Before the Due Date, and After the Due Date (Source: NeatFiles Support)

Reporting

Neat also has reporting capabilities that may assist with accounting and decision-making. The following are the reports that Neat allows you to create:

1. Expense Report: Displays information from your grid’s columns as well as scanned photographs of your objects.
2. Tax Category: Displays products in groupings depending on the tax category and percentage they fall under.
3. Sales Tax: Displays the sales tax for each set of transactions, including the date, subtotal, and total tax.
4. Spending Detail: Displays items in groupings, as well as a vertical breakdown of subtotals in percentages.
5. Expenditure Summary: Displays a consolidated summary of your overall spending, as well as a vertical breakdown of subtotals displayed in percentages.

Alternatives to NeatFiles

Conclusion

NeatFiles is one of our finest overall receipt scanning applications, with capabilities that are essential for any company. Its file storage solution works well with NeatInvoices’ invoicing functionality. It will be easier and more comfortable to create invoices and save them in your cloud storage than it would be to use two distinct programs. As a result, if you’re searching for a receipt scanner and invoicing software, we strongly suggest NeatFiles.

NeatFiles is a cloud-based document management service that offers a neat scanner, which helps users to scan documents and upload them to the cloud. NeatFiles also has an intuitive interface, which makes it easy for users to organize their content.

Frequently Asked Questions

How much is Neat cloud subscription?

A: Neat is $7 a month, or you can get our first three months for $30.

Are Neat scanners obsolete?

What is NeatFiles?

A: NeatFiles is a popular online service that allows users to store, share and sync files across many devices.

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