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Mobile Reconciliation Experience. And then, I can set up different files per year and put the receipts in each file - like if they are business receipts or house receipts. For , I go on the Neat, and then I put our rental property in one file so I can keep that, then at the end of the year, go through and figure out what the totals are. I would recommend NeatDesk. We are happy to hear that you are enjoying your Neat Desk and it keeps you well organized. Unfortunately, some of our plans do not include Live support and we apologize for any inconvenience that could have caused you.

We are very happy and appreciative of you choosing Neat! I used Neat when it was first a program before they went with their monthly service. Their software worked well and running a small home-based business, it came in handy for bookkeeping.

I liked its organization and the receipts to recognize versus just a regular piece of paper thrown in there. I actually bought two of the NeatDesk but then they went to the service where it was monthly, so I quit using it. Other than that, they have good software and if you have a massive amount of paperwork, you're gonna have to use a service like this.

The Neat Company's customer service is crap. It took me three different calls, with three different tech support people to get my issue resolved. And it still wasn't resolved. I had to put up with what was resolved with. My biggest complaint is that their tech support people are offshore, and I can't understand them. One of the biggest improvements they can make is to bring it back to the States so you can understand them. I bought the scanner years ago, and then I switched to having the annual premium.

My annual premium ran out in January, about the time I do my taxes, so I was caught red-handed last year, having to pay another annual renewal. I was on the phone for over two hours trying to get it hooked back up.

As soon as I can find another way to scan my receipts in, I won't be using Neat anymore. Thank you for leaving a review. We apologize for the amount of time that was spent with our support team. Taking a look at you case history, you were utilizing a software that has not been supported for a few years now so our highly skilled agents were able to help you migrate that information to the Cloud. We do not see that you have reached out since February so if you do have any issues or concerns, please do not hesitate to reach out to support.

Additionally, we are gearing up for a release of a new product this year that will include multiple new features to improve the Neat Experience.

At that time I didn't need expense reporting. Really just loved the portable scanner capability and bought it on impulse without using it that much. About six months ago I began using Neat regularly for business and invested in a new scanner to do so. One would think that fast forward to now you'd see great strides forward in capturing receipts and making expense reports. Although I pay a fee now to have my receipts verified by a human, they are often recorded incorrectly.

So, while this service should free my time, I have to go back in and correct their mistakes. By the time I am putting together an expense report, I am crunched for time and when I find mistakes by the verifiers, I don't have time to get on the phone and complain. However, after much frustration a few months ago, I did finally call, which took considerable time and I was told of a time consuming method to provide their development team with an ID number for the incorrect receipts.

I started to do it but ran out of time and patience and gave up, hoping things would get better. However, again today, the many errors irked me to the point of calling Neat again. The first technician I talked to never seemed to comprehend what I was talking about based on his replies.

Then I spoke with another technician who told me about providing them with ID numbers for each receipt same as previously told months ago. I expressed my dissatisfaction with having to spend so much time to help them fix their broken system. Finally, the technician remotely accessed my computer and got the information she needed. However, by this time I had wasted a couple hours. The Neat training module for instructions for having receipts verified states that it only takes minutes to be done, like having a personal assistant.

I am not finding that to be true. I had one more receipt to scan before making my expense report, but it took over an hour for it to be verified, delaying me from getting my expense report done. This was the last straw for me and why I came to this website to give my review of this product. One last detail is that the expense reports are not really customizable which for me means I still have to put everything into a spreadsheet on Excel to have it formatted properly. Why am I even using this software???

Thank you for taking the time out to write a review. We do apologize for any frustration that was caused by using Neat Verify.

The reason being for the request for the ID numbers is so our Development team can thoroughly investigate the issue that you were experiencing.

When a unique issue like this arises, we do need as much information as possible to resolve not only the issue you were experiencing but to prevent this from possibly happening to another customer. We do see that you have an open case with our support team and we are actively working to resolve. Additionally, we are releasing a new product within this year that will have multiple new features and previous issues resolved to improve the Neat experience.

Once again, we do apologize for any frustration that this has caused and we appreciate you choosing Neat! I would save my documents to my computer and import them into The Neat scanner so that I could sort them if I need to look for them. The Cloud-based is fine if that's what you want, but I wanted to have a local place to keep all my stuff.

So now I have to go through an extra step, and import it to my computer if I need to. It's crazy. Also, the scanner doesn't work sometimes, and I can't get on it.

It freezes up and it just sits there half the time of the program. I go to import something, and it doesn't bring up any of the information. I have to hand type everything in. Right now, I can't even get the program to come on, and I'm very upset. Sometimes, it comes on, and one day it doesn't. It's been horrible. It's also hard to find the number to call them, and I can't even remember where I found it.

It's not easy to access their phone number. Nevertheless, the scanner that I bought provides some way of organizing my documents, which is what I want. I had an older Neat Scanner and I used a lot before the system changed. But the new set-up of the system is very difficult to understand. It has to be connected to a cloud which means that I can't use it if I don't have Wi-Fi on the road. Also, the whole set up where to store the documents I have scanned is very complicated.

I just scrapped it and didn't want to bother with it. I'm really disappointed. It was worthless and I would never attempt to use it anymore. I'm just gonna buy a new scanner. We are sorry for any frustration that was caused when attempting to use your scanner and your Neat account. We would love to help resolve any issues that you have encountered so that you can have an excellent Neat experience. We will have an agent reach out to you directly for assistance so please look out for a private message from us.

Where do I start. Today is February 25, and they have made nearly zero changes to their very limited and buggy online version. Yet they are promising they are 'gearing up' for changes in At the time of this review I have relegated my scanning down to one receipt at a time because if you give it to many receipts it will choke and then you must re scan all of them again because the recovery process is flawed. One of the things that ticks me off the most is the inability to allow you to edit custom lists you create, such as payment types.

Thank you for taking the time out to write a review and providing feedback. We do apologize for any frustration that was caused when using the Neat product. We are preparing for a new product to be released later this year with multiple new features to improve The Neat Experience and we hope that you will continue to use the product and utilize those new features.

Once again, we do apologize for any frustration that was caused and we greatly appreciate you being a long time customer with Neat! I will try to keep this short.

I have been with Neat since I got my NeatDesk over 8 years ago. Original software was laggy, but it did its job well. OCR worked, you could do decent reports and there were no limitations on extracting your data. Fast forward a few years and the company unilaterally discontinued support for the product, forcing you to get a cloud subscription. Fine, the selling point was a cloud backup and a mobile app. The issue was that most of the features of the desktop app have never been re-implemented into a new version.

For example: if you wanted to start a new tax year and create a same set of folders to organize your files, you could not copy your template folder structure. This is but one of the features that you lost, while now having to pay every year.

The straw that broke the camel back, so to say, was the issue of not being able to export your documents. If you have a folder of several documents you now had to go through them one-by-one, if you, for example wanted an extract for a lawyer or accountant.

The company that takes your data hostage, while forcing some customers to stay with them will not last long. This is because instead of recommending this company to your friends you are now sharing the painful story of being a hostage of another money grabbing company. You can organize your PDFs using many free apps, have Wave or any other free service for receipts, that actually reconciles with your bank instead of buggy Neat OCR trying to guess where to allocate the receipt it never worked for anything other than restaurants , and gets those wrong regularly.

Now my year end reconciliation takes hours instead of days and I know exactly where my files are and can access them anywhere. If you considering giving your money to Neat, please stay away. If you are with Neat already, find a better software and run. You will never look back. I am giving this gang operation 2 stars because there was at least some value to this service.

But after all these years and harassment I feel that even 0 stars is really too much. How many stars would you get a kidnapper who keeps you hostage? Additionally, we are gearing up to release a new product this year with many new features and stability to improve the Neat experience. Transactions in the Neat Mobile App. Mobile Reconciliation Experience. Capture Items with the Neat Mobile App.

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