Neat

Pros

I can scan receipts easily. I can find a receipt when I need it. I record expenses easily. It gets rid of having paper receipts all around.

Cons

Their customer service needs improvement. They are not easily available to help with technical support. I pay per month for cloud service and sometimes I need help

Pros

Easy to use, fast, quick accurate. Could scan receipts as I get them, and toss the paper

Cons

I have used NEAT since it was Neat Receipts. The idea is to scan documents and receipts, or photograph them, so you can be paperless.

It worked fine, and I have thousands of receipts stored. Except…….now comes “Extortion” from the company.

After Covid and retirement, I no longer need their services. So, I wanted to end my monthly subscription. However, unless I continue paying, I don’t have access to the receipts and documents I have scanned.

So, if I get an IRS audit, or need other documentation that has been scanned, I can’t access them unless I continue to subscribe to their service. So even if I don’t need their services anymore, I have to pay for them.

They offered me the option of downloading each receipt one at a time. Thousands of receipts. Not reasonable. And they cannot be downloaded in a batch.

I’ve been a client of theirs for many years, possibly over a decade or more, I purchased 3 scanners from them (no longer usable due to updates, which happens as technology progresses), but now I’m being extorted out of money for perhaps 7 years (based upon IRS rules for keeping receipts).

It is an outrage, and might I suggest that while you might feel your data is safely stored, you can’t have it once you don’t need their services anymore.

I contacted an attorney to find out if they are required by law to give me access to my data.

Thanks for listening to my warning.

Pros

I used their products for about 10 years and recommended many users to them over the years. Their scanners and OCR scanning abilities used to be top-notch.

Cons

Their quality and support has continued to degrade over the last several years, as they've moved to a paid SaaS product from a hardware-focused company and stopped producing their NeatDesk scanners. Since then, the relational database functionality the system used to provide has been largely removed and the accuracy of their OCR scanning has somehow gotten progressively worse over the years. In fact, their Mac app has occasionally been unusable for months at a time and the Web app doesn't allow you to sort tables with more than 200 records! The reporting functionality often breaks (it took dozens of attempts to get a series of partial exports when I stopped using the platform).

Pros

I like the fact that it has significantly lessened my load of keeping excess paperwork. It has given me a great sense of contentment and security. All warranties, records, receipts, important documents or even articles, I have easy access to them anytime, anywhere. In business, it is imperative to always keep records, whether it would be for the government, financial statements, contracts, income receipts and employees. This program basically gives me peace of mind and lessens any stress or worry. If organization is essential to you then the Neat program is the answer.

Cons

Basically, if you scan a document and later on you want to add on another page to that document and scan it separately you are not able to combine it with the first scanned document. You have to delete the original document and then scan both together as a multipage document.

Pros

Was able to process 500 business cards in no time to vcards, scan receipts on daily basis, scan documents for clients all the time. This machine is so easy to use. You can change it from 2 sided scan, to a one sided, from color to b/w with just a click of a button. Scans go quickly and easily. On the off-chance one gets hung up the front opens easily and has never shredded my items. Also, love the feature we use at the end of the year to get the sales tax report. Very cool

Cons

No cons at this time.