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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

SIMBYM provides a straightforward and integrated operating system that enhances your business efficiency by minimizing both time and costs, allowing for faster and smarter operations in a scalable and secure manner. Organizations that fail to monitor their assets and assignments risk losing costly equipment, while those neglecting software license management may face substantial penalties. Additionally, without an effective document management system, businesses can waste up to 30 minutes in search of each document, significantly hampering productivity. The consequences of not tracking assets are not just financial; they also lead to operational inefficiencies that can affect overall business performance. Consequently, implementing a comprehensive system can greatly mitigate these risks and improve workflow.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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

$8.00/month/user
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

Simbym

Founded

2015

Country

United States

Website

simbym.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

ITSM

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

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