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Average Ratings 0 Ratings
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
Stay informed about your daily activities with a customizable management logbook designed to enhance your operations. This tool enables you to efficiently draft shift notes, relay crucial shift information, delegate follow-up assignments to team members, and maintain a well-organized daily record. By utilizing this logbook, you can boost your team's organization, productivity, efficiency, and accountability, among other benefits. You have the flexibility to create personalized categories for tracking elements vital to your operations. Additionally, shift notes allow for the direct creation and assignment of tasks, ensuring that nothing slips through the cracks. You can also decide whether to enable cash count features for daily register drawer assessments. Furthermore, every log entry, document, and historical record is easily searchable, guaranteeing that no information is ever misplaced, which contributes to a smoother operational workflow.
API Access
Has API
API Access
Has API
Integrations
Campaign Monitor
Constant Contact
Gmail
Mailchimp
Microsoft Outlook
QuickBooks Online
Quicken
TurboTax Business
WePay
Integrations
Campaign Monitor
Constant Contact
Gmail
Mailchimp
Microsoft Outlook
QuickBooks Online
Quicken
TurboTax Business
WePay
Pricing Details
$25 per month
Free Trial
Free Version
Pricing Details
$34.95 one-time payment
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
ShiftNote
Website
www.shiftnote.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
Logbook
Asset Tracking
Audit Trails
Data Search
Employee Time Clock
For Drivers
For Pilots
User Access Permissions
Violation Tracking