Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Bid farewell to the complications of manually handling invoices and expenses, and eliminate the tedious task of tracking down missing information. With Summit's AI-driven system, you can automate your processes with ease. Utilize AI-enhanced tools for Accounts Payable to automatically capture invoices and receipts, route them to the relevant approvers through tailored workflows, and synchronize smoothly with accounting software for stress-free reconciliation and bookkeeping. Gain insights with real-time status updates, enabling swift reporting and audit preparedness. Streamline the tasks of invoice uploading, monitoring, and approval. By removing manual data entry, you not only enhance accuracy but also free up valuable time for more strategic initiatives. Oversee reimbursement requests through our centralized dashboard while ensuring compliance with established policies. This approach saves time and minimizes the possibility of errors. Our Accounts Payable automation solutions provide comprehensive visibility into all company expenditures. By consolidating everything in one location, you can effortlessly maintain policy compliance and promote responsible spending, ultimately enhancing your financial management practices.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Axis LMS
BambooHR
FreshBooks
Google Contacts
JumpCloud
MYOB
Microsoft Dynamics 365
Microsoft Outlook
NetSuite
Okta
Quicken
Sage Accounting
Sage Intacct
TurboTax Business
Workday HCM
Xero
Zoho Books
Zoho CRM

Integrations

Axis LMS
BambooHR
FreshBooks
Google Contacts
JumpCloud
MYOB
Microsoft Dynamics 365
Microsoft Outlook
NetSuite
Okta
Quicken
Sage Accounting
Sage Intacct
TurboTax Business
Workday HCM
Xero
Zoho Books
Zoho CRM

Pricing Details

$200/year
Free Trial
Free Version

Pricing Details

No price information available.
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

The Neat Company

Founded

2002

Country

United States

Website

www.neat.com

Vendor Details

Company Name

Summit

Founded

2024

Country

Singapore

Website

summitglobal.com

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

Product Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Expense Report

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

Spend Management

Approval Workflow
Budgeting / Forecasting
Expense Tracking
Multi-Currency
Prepaid Cards
Procurement Management
Receipt Management
Spend Analysis
Spend Control
Supplier Management

Alternatives

Alternatives

Wave Accounting Reviews

Wave Accounting

Wave Financial