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Neat Review

Serguei Solokhine author image

In a Nutshell

Neat is a versatile program that can help your business with accounting, financial document management, and invoicing. It comes with a simple and effective invoice builder which enables you to make custom invoices from scratch or create templates for commonly used documentation like terms and conditions. You can also use Neat to send scheduled reminders to your clients about upcoming invoices or ones that are past due.

pros

  • Custom Invoicing
  • Integrated online payments through WePay

cons

  • Hard limit of four users
  • Free trial requires credit card information

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Neat at a Glance

Best for 

Small business users and solopreneurs

Price range

$20-$29/month

Apps

Web, Android, iOS


Features and Add-Ons

Receipts and invoices anywhere

You can easily capture documents using Neat’s mobile app, then review them anywhere by accessing your Neat account. To capture a document, simply take a photo from the Neat app. Neat’s OCR software will then convert the document to a format with readable and searchable text. 

You can also build invoices inside the app, both mobile and desktop. You can share your Neat account with up to four other users, and documents uploaded by any user will immediately become accessible on the database.

To share your account, navigate to Account Settings on your in-browser or mobile app, scroll to the bottom and click Invite under the User Management heading. The user will receive an email invite to create a username and password and will receive full access to your Neat account. You can revoke their access at any time from the User Management menu. 

Customizable Invoices

Neat’s invoice builder lets you create branded invoices, customize invoices for specific customers, and add notes and terms and conditions. Although the fields on the invoice are customizable, the position of most features, such as the title, logo, and terms and conditions, is fixed.

Online Payments

In addition to invoicing, you can process payments directly in the Neat interface thanks to its partnership with WePay. Neat can process credit/debit card payments and bank transfers. Online payments come with standard payment processing fees: 2.9% + 30 cents/transaction for Discover, Visa, or MasterCard, and 3.4% + 30 cents/transaction for American Express. There is a 1% fee for bank transfers.

Your customers will need to input their payment information manually. The payment amount is fixed at 100% of the invoice, as Neat does not offer the ability to make partial payments at this time. At the time of writing, Neat only accepts payments in USD.

Timed Reminder Schedule

Using Neat, you can set up a reminder schedule, which will email the customer to remind them of an invoice. You can also choose to have an email go out before the invoice is due, on the due date, and/or a set number of days after the due date. 

In all cases, you can select the number of days before or after the due date that an email will go out. Once you have constructed the schedule, Neat will automatically email clients to remind them of their invoices. 

One-on-One Support

Neat offers support via live chat, support ticket submission, or through one-on-one sessions with a Neat expert. You can access the Neat support center directly from your browser or mobile app under the Help and Support heading. 

Live chat support is available Monday to Friday, 9AM to 8PM EST, while a chatbot with some preset help options can guide you through the FAQ during off-hours.

You can also use Neat’s support center to book a one-on-one session with a Neat expert. You can book any 15-minute time slot between 9:15 am and 4:45 pm EST for your session. The expert will call you to assist with your inquiry at the predetermined time. 

Pricing/Costs & Fees

You can purchase Neat on a monthly or annual payment plan. The monthly subscription costs $29/month, while the yearly option costs $240/year, which comes out to just $20/month. Before buying, you can try Neat for free for 15 days, with full access to the program during the trial period. Note that you will need to provide payment details to access the free trial. 

Payment Options

You can pay for your monthly or annual Neat subscription with any of the following credit cards: Visa, Mastercard, American Express, Discover, or Diners Club International. Visa debit cards also work.

To purchase Neat, simply navigate to the site’s Pricing tab, choose whether you want to pay monthly or yearly, and click Buy Now. Neat will request some basic personal information from you, including your mobile phone number and email address. It will also ask you to create a password that is at least 9 characters long. After that, Neat will ask for your credit card information. Input your credit card number, expiry date, and CVV.

If you want to try Neat for free, click Try for Free instead of Buy Now on the Pricing page. To proceed, you will still need to input your personal information, including credit card info. If you decide that Neat is not for you, don’t forget to cancel your trial. Otherwise, Neat will charge your card automatically at the end of the 15-day trial period.

Neat Neat Visit Site

Usability

Neat is easy to use and highly intuitive. The in-browser interface revolves around a left-side menu, from which you can navigate to Neat’s different accounting, billing, and database functions. Everything is clearly named and easy to understand. For example, the accounting section is called Do My Books, while the database section is Organize My Files. We got the hang of it almost immediately, and there were lots of helpful tool tips to get various features up and running for the first time. 

The Neat app is just as intuitive, with just three tabs for bookkeeping, files, and invoicing. Graphics and illustrations highlight the features under each section, like insights, document capture, and payments.

Navigate to the invoice tab on the left or tap the invoicing tab on the Neat app to build an invoice. Once there, you can customize every element of your invoice, including the company logo, notes, terms and conditions, products/services, etc. 

You can also customize a set of pre-filled data, such as invoice numbers which will automatically increase by one with each invoice, from a starting value of your choice. You can save a standard set of terms and conditions, which will pre-fill the invoice area unless customized.

Once you have online payment processing set up, you can choose a default payment option, such as American Express or Bank Transfer. You can also create a default reminder schedule here. Neat will email the customer based on this schedule, reminding them of an upcoming, due, or past due invoice at intervals you specify.

Adding customers is easy too—just click “add new customer” in the customer drop-down box in the invoice builder. Fill in the customer’s contact information to create a new customer. None of the fields are mandatory, so you do not need to hassle the client for information you don’t have.

You can construct custom invoices for specific jobs or have most of the invoices pre-populate from the default templates you created. The only element that you cannot customize is the overall layout of the invoice, but this should be fine for most businesses, since Neat’s default layout is professional, logically arranged, and intuitive.

Conclusion

Neat is an aptly named bookkeeping program with a functional and straightforward set of features. It comes with a visually appealing and easy-to-use invoice builder that functions equally well on desktop and mobile. You can also use it to schedule automatic follow-ups for past-due invoices and maintain a simple database of clients to make recurring invoicing easier.

Serguei Solokhine is a freelance writer based in Vancouver, British Columbia. A digital nomad, he loves writing about finance, business, and travel. With degrees in finance and marketing, plus five years of experience in the financial services industry, Serguei has developed a wealth of knowledge in personal and corporate finance, marketing, CRM software, and other SaaS platforms. A seasoned writer, his byline has appeared on many popular websites.