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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Effective business operations hinge on precision and adaptability. With our top-tier data capture capabilities, your uploaded information aligns seamlessly with your physical documents. You can scan files, take photos with your mobile device, or upload from your computer to your NeatFiles account, allowing you to access your financial documents from any location at any time. Tailor the organization of your digital files to suit your preferences and eliminate the chaos of overwhelming paper piles. Enjoy the convenience of keyword searching and filtering documents instantly. Neat prioritizes the safety of your information and documents, employing bank-grade security and encryption measures. Elevate your customer service experience by facilitating credit/debit card transactions and bank transfers. Create personalized invoices in just minutes, ensuring secure payments through Neat’s esteemed partner, WePay (a division of Chase). You can easily enable or disable this feature without losing access to previous invoices. Additionally, we prefer human interaction over automated responses, except for our friendly chatbot on the website, which efficiently connects you to a real person when needed. This way, you experience a seamless blend of technology and personal touch in all your transactions.

Description

Efficiently arrange, distribute, and work together on files and folders alongside your entire team. Automatically eliminate duplicates and reduce unnecessary clutter. Locate any item ten times quicker using our visual file management system. Engage in discussions, tag your colleagues, and comment directly within Playbook. Streamline and share resources with both your organization and the broader community. Experience a clean, orderly, and structured environment for everyone in the company. Discover the next evolution of file and folder management. Give Playbook a try on your own, and then invite your entire team to join in. Embrace a collaborative workspace that enhances productivity and organization for all.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Campaign Monitor
Constant Contact
DALL·E 2
Gmail
Mailchimp
Microsoft Outlook
QuickBooks Online
Quicken
Stable Diffusion
TurboTax Business
WePay

Integrations

Campaign Monitor
Constant Contact
DALL·E 2
Gmail
Mailchimp
Microsoft Outlook
QuickBooks Online
Quicken
Stable Diffusion
TurboTax Business
WePay

Pricing Details

$25 per month
Free Trial
Free Version

Pricing Details

$360 per 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/neatfiles/

Vendor Details

Company Name

Playbook.com

Founded

2020

Country

United States

Website

www.playbook.com

Product Features

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

Product Features

Cloud Storage

Access Control
Archiving & Retention
Backup
Data Migration
Data Synchronization
Encryption
File Sharing
Version Control

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Creative Management

Billing & Invoicing
Client Management
Collaboration
File Sharing
Project Management
Task Management
Time Tracking

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

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