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Description
An all-encompassing platform designed for freelancers, contractors, consultants, and small businesses to oversee their financial well-being, manage project timelines, store important documents, and issue invoices. It effectively connects your banking activities with your accountant's software, offering features such as seamless receipt-to-transaction mapping and the ability to interact with your financial data while consolidating all necessary files. You have the flexibility to use your own bank as we support connections with over 20,000 financial institutions across the US, Canada, the UK, and Europe. By monitoring your income and expenses, you can attain a more comprehensive understanding of both your business's historical financial performance and its current standing. Enhance your productivity and team collaboration effortlessly with our sophisticated time-tracking system, which provides valuable project insights and promotes teamwork for maximum efficiency and success. In addition, it automatically correlates incoming invoices and receipts to their corresponding transactions, allowing you to manage your finances with ease, while also providing a unique email address for your invoices and receipts for a more personalized touch. This holistic approach empowers you to focus on growth and innovation in your business endeavors.
Description
Neat is a receipt tracking and expense management platform designed to help freelancers, consultants, and small businesses stay organized throughout the year. The app helps users capture receipts, manage expenses, store business documents, and prepare tax records in a cleaner digital system. It can organize financial information from receipts, invoices, bank statements, credit card activity, contracts, and other business records. Neat offers automatic categorization, searchable expense data, vendor and date filtering, real-time spending visibility, and simple reports that can be shared with accountants or tax professionals. Its digital filing cabinet helps reduce paper clutter by storing important records securely in the cloud. Users can also access Neat through mobile apps, making it easier to scan receipts and manage documents while working on the go. The platform is designed for small teams and businesses with straightforward expense tracking needs rather than complex enterprise accounting requirements. Neat also emphasizes bank-level encryption, secure cloud storage, and long-term trust with millions of users and more than 20 years in business. By combining receipt capture, document organization, expense reports, and tax preparation support, Neat gives small businesses a practical way to manage financial paperwork.
API Access
Has API
API Access
Has API
Integrations
Google Contacts
Microsoft Outlook
Next.js
Quicken
Supabase
Tailwind
TurboTax Business
TypeScript
Integrations
Google Contacts
Microsoft Outlook
Next.js
Quicken
Supabase
Tailwind
TurboTax Business
TypeScript
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
$200/year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Midday
Country
United States
Website
midday.ai/
Vendor Details
Company Name
The Neat Company
Founded
2002
Country
United States
Website
www.neat.com
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Product 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
