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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
Embrace a paperless lifestyle with our speedy PDF scanner, enabling you to keep all your essential documents organized in a convenient mobile office directly on your smartphone! Effortlessly scan and share documents with just a few taps, and easily print contracts and invoices straight from the app. To ensure your sensitive information remains protected, you can lock folders and files with a PIN for added security. The app also features a user-friendly file manager that includes folders, drag and drop functionality, and various document editing capabilities. You can easily add text to forms or use custom templates for autofilling documents. Additionally, mark up your files by covering or blurring out any text that should remain private. This secure, free scanner app guarantees that all scanned or exported documents are stored locally on your iPhone, ensuring that neither we nor any third party has access to your information, giving you peace of mind with every scan you make. With our app, you can streamline your document management while keeping your data safe and secure.
API Access
Has API
API Access
Has API
Integrations
Campaign Monitor
Constant Contact
Dropbox
Evernote
Gmail
Google Drive
Mailchimp
Microsoft Outlook
QuickBooks Online
Quicken
Integrations
Campaign Monitor
Constant Contact
Dropbox
Evernote
Gmail
Google Drive
Mailchimp
Microsoft Outlook
QuickBooks Online
Quicken
Pricing Details
$25 per month
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
Neat
Founded
2002
Country
United States
Website
www.neat.com/neatfiles/
Vendor Details
Company Name
BPMobile
Website
bpmobile.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