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Description
Easily scan your receipts, monitor your transactions, and reconcile your financial records all from a single interface. Welcome to the new era of bookkeeping, where reconciling your transactions becomes a breeze. With Neat, you can seamlessly match receipts and invoices to their respective transactions, and our platform will even propose matches to facilitate the reconciliation process. This innovative tool is designed to help small businesses transition smoothly into an environment where bookkeeping is straightforward, effortless, immediate, and automated. We empower businesses to track, manage, and centralize their financial information, ensuring they are ready for tax season while remaining aware of their financial health. With over 100,000 small businesses in North America benefiting from our services, we continually seek new methods to streamline accounting for our valued customers and enhance their efficiency. Our mission is to make financial management as intuitive and accessible as possible for entrepreneurs everywhere.
Description
Receiptor AI automates receipts, invoices, and bills from emails.
The following are the key features:
- Automated high-precision document extraction: Scans email body and attachments to find receipts and invoices.
- Data Categorization : Uses AI for categorizing documents by context (i.e. type, vendor, dates, etc.).
- Accounting System Integration: Exports data automatically to systems such as QuickBooks and Xero.
- User-Friendly dashboard: Provides a summary of documents processed and generates financial reporting.
- Compliance and security: Assures data privacy, and meets auditing standards.
Multi-user Access: Provides access based on roles and activity logs to facilitate team collaboration.
It simplifies tax preparation, expense tracking, and financial oversight.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Expensify
Google Contacts
Microsoft Outlook
QuickBooks Online
Quicken
TurboTax Business
Xero
Integrations
Expensify
Google Contacts
Microsoft Outlook
QuickBooks Online
Quicken
TurboTax Business
Xero
Pricing Details
$99.99 per year
Free Trial
Free Version
Pricing Details
$19/user/month
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
Neat
Founded
2002
Country
United States
Website
www.neat.com
Vendor Details
Company Name
Merlino, Inc.
Founded
2023
Country
United States
Website
receiptor.ai
Product 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
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
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Expense Report
Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
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
