Liza on the CHAT line I connected with twice for getting my program and scanner updated. Both visits she was very helpful. She accessed my computer remotely and was able to delete and install pro... See more
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See what reviewers are saying
I was having trouble remembering how to do a specific report. I reached out on CHAT and Liza came on to help! After trying, unsuccessfully, to generate a duplicate report from last year, She finally a... See more
Company replied
I was given exactly the level of attention a customer should receive. I was contemplating converting back from NeatVault to Neat Year (after taking off a year from Neat web experience) and wasn't s... See more
Company replied
Liza C. Was wonderful. She worked perfectly helping an individual who’s technology skills are the best to say the least. If all the specialists are close to who she is. The service will definit... See more
Company replied
Company details
- Cloud Storage Service
- Accounting Software Company
- Business to Business Service
- Cloud Computing Service
- Software Company
- Tax Preparation
Written by the company
Neat is a comprehensive expense management and cloud storage solution designed to streamline financial processes for businesses and personal users! It offers a range of features including expense tracking, receipt scanning, invoicing, and accounting integration. Neat allows users to easily track their expenses by capturing receipts through various channels such as mobile apps, email, or by uploading scanned images. This eliminates the hassle of manual data entry and ensures accurate record-keeping. With Neat, users can organize and categorize their receipts digitally. This makes it easy to retrieve specific receipts when needed, saving time and reducing the risk of losing important documentation. By centralizing financial data within the Neat platform, users gain access to real-time insights into their finances. This helps them make informed decisions and identify areas for cost savings or revenue growth.
Contact info
1515 Market Street Suite 1200, 10102, Philadelphia, United States
- (866) 632-8732
- sales@neat.com
- neat.com
LIza did a great job fixing my issue…
LIza did a great job fixing my issue with a scan error message. I am back up and using Neat!
October 20, 2023
Reply from The Neat Company
Thanks so much for leaving a 5-star review for Liza!
So glad you are scanning successfully again!
Way to go, Liza!
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Locked account password reset
October 20, 2023
Reply from The Neat Company
Hi! Thanks for leaving a 5-star review! We appreciate you being a Neat customer!
Clear cache in order for Neat to work properly
Liza C was very helpful on my Case # 00514198. Quickly and efficiently helped to resolve the program issue I was having
October 18, 2023
Reply from The Neat Company
Thank you for leaving a 5-star review for Liza!
Kudos, Liza!
Liza C did a GREAT JOB over chat!
Liza C. did a great job helping me access my documents in Neat. I did the online chat, which was quick and took very little time. She was helpful, professional, and most importantly, she solved my problem! Thanks, Liza C.
October 19, 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review! Thanks for being a professional problem solver, Liza!
Migration
Liza C. was very helpful following through with what she said she was going to do. Very efficient and courteous.
October 17, 2023
Reply from The Neat Company
So glad we could get you migrated over to the Neat Cloud! Thanks for choosing Neat! Way to go, Liza!
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Super Fast help
Liza was extremely helpful and was able to solve my problem in a few minutes
October 17, 2023
Reply from The Neat Company
Thank you for leaving a 5-star review! Glad we could help you view your items successfully!
Chat response was fast and clear
Chat response was fast and clear, and problem resolved successfully.
October 17, 2023
Reply from The Neat Company
Thanks for choosing Neat! We appreciate the 5-star review!
Lisa C
Lisa C. was very good. Understood my issue and quickly help me resolve the problem. Also, great follow-up and review of the resolve.
October 16, 2023
Reply from The Neat Company
We appreciate you leaving a 5-star review for Liza! Glad she could help you review your images. Thanks for choosing Neat!
Liza was very helpful
October 16, 2023
Reply from The Neat Company
Thanks for leaving a 5-star review for Liza! Welcome to the Neat Cloud!
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Sleight communication problem
Sleight communication problem, but was very,very satisfied with the fix.
October 13, 2023
Reply from The Neat Company
Thank you so much for leaving a 5-star review! Looks like you had a successful interaction with your Neat Expert, Boogie! We appreciate you being a Neat Customer!
Patient, Caring, Kind & Professional
Liza was the most patient, caring & kind and Professional Tech I have ever worked with! Merging my 15 years of data from my computer hard drive to my new Neat account online was not a task for the faint at heart! She very carefully checked and rechecked to confirm that every single file and entry was correctly transferred to my Neat cloud account.
Thank you Neat for hiring superior quality customer service technicians. And, thank you Liza for carefully walking me through the merging process and helping me get started on scanning into my new cloud account!!!
October 9, 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
This has been music to our ears! We are happy to hear you had such a pleasant experience throughout the migration. Kudos, to Liza!
your professionism
October 2, 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review! We believe our support team is tops in the field and we are glad you agree!
fixed my problem
The tech i chatted with Liza was very knowledgable and was able to quickly answer by questions
October 2, 2023
Reply from The Neat Company
The Neat Company thanks you for leaving 5-stars for Liza!
We are super pleased to know you had a great experience. Thanks for choosing Neat!
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Liza was extremely helpful during the whole process,it was a pleasure working with hers
the agent Liza who was extremely helpfull during the whole process.barbara
October 2, 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a review for the service you received from Liza! So glad your migration was quick and easy for you!
Well done Liza
October 2, 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Liza! We appreciate you being a Neat customer since 2012!
Liza was professional and paid…
Liza was professional and paid extensive attention to details. She was clear, concise and comprehensive in her communications with me.
Most importantly she got my scanner working and working properly.
September 29, 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Liza! So good to have you scanning with Neat!
New Scanner Install
Our Neat scanner broke and we had to order a third party scanner. Liz helped install all the necessary drivers, etc. to get it working. She did a great job.
September 21, 2023
Reply from The Neat Company
Thank you for leaving a 5-star review for Liza!
Great to have you scanning again. We appreciate you choosing Neat!
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The representative was knowledgeable and patient
The representative was knowledgeable and very patient with me. He helped me get my new scanner connected to the Neat Utility program enabling me to scan my receipts into the Neat Program. This was very important to me for I use Neat for my husbands business receipts
September 21, 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Thirdie! So glad we were able to get you scanning those receipts. If you haven't already, check out our Neat Mobile App which lets you scan on the go:
https://support.neat.com/mobileapp/new-neat-mobile-app-overview
Did not correct the problem and gave no…
Did not correct the problem and gave no advice on how to fix it
September 19, 2023
Reply from The Neat Company
Hi Steve,
The Neat Company thanks you for your feedback.
We are sorry to hear that you are having issues with your Neat Scanner.
Looks like you worked via phone with a Neat Expert on September 19. At that time, it was suggested that you hardwire your scanner to your computer.
Our understanding is that you successfully hardwired the scanner and were then able to successfully and continuously scan.
We are happy to work with you again to troubleshoot but please understand that all Neat scanners are out of warranty as of July 2018. We can only provide limited assistance for scanners.
If you would like to schedule another appointment with a Neat Expert, please check for support options in the 'Help & Support' section at the bottom left-hand corner of Neat when you sign in.
Thank You
Scanner not working.
Had an older version of Neat. Started having problems with it and also had a hard drive failure. Purchased the on line version but my scanner would not work. Called in for a tech to help. She was outstanding. Worked through a bunch of processes and was able to not only get the scanner to work, but scan better. She also walked me through the way in which I would input data using the Neat scan tool and then uploading it to my on line account. She showed me how to run the most accurate reports for my particular business. She was polite, professional and a joy to work with. Thank you!
September 14, 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Dolly! Happy to see she was able to help you get scanning again. Thanks for choosing Neat!
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