The Neat Company Reviews 2,365

TrustScore 4.5 out of 5

4.6

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See what reviewers are saying

Rated 5 out of 5 stars

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

Company replied

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

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

  1. Cloud Storage Service
  2. Accounting Software Company
  3. Business to Business Service
  4. Cloud Computing Service
  5. Software Company
  6. 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

4.6

Excellent

TrustScore 4.5 out of 5

2K reviews

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Rated 5 out of 5 stars

Liza C has been outstanding to work…

Liza C has been outstanding to work with. She is very knowledgeable and was able to address our issues. She also provided valuable advice on how to use the application better

September 15, 2023
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Reply from The Neat Company

The Neat Company would like to thank you for leaving a 5-star review for Liza! So glad she could be of assistance. We appreciate you being a Neat customer since 2018!

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Rated 5 out of 5 stars

The support I received from Liza was…

The support I received from Liza was great.

September 6, 2023
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Reply from The Neat Company

The Neat Company thanks you for leaving a 5-star review for Liza!
So glad she was able to quickly resolve the issue. Thanks for choosing Neat!

Rated 5 out of 5 stars

Liza had to work with me for a few…

Liza had to work with me for a few weeks to get my year-after-year receipts and documents migrated. She was patient, helpful and answered all my questions.

September 5, 2023
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Reply from The Neat Company

Thanks for taking the time to leave a review! Liza is an asset to our company.

Rated 5 out of 5 stars

Wonderful help

That's easy! I was updated and informed. I know the next steps. I am pleased and have been since 2012

September 5, 2023
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Reply from The Neat Company

Thanks for being a long-time Neat customer! And thanks for your review!

Rated 5 out of 5 stars

I worked with Liza and I was able to…

I worked with Liza and I was able to get the items stuck in processing resolved quickly.

August 28, 2023
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Reply from The Neat Company

The Neat Company thanks you for leaving a 5-star review for Liza!
So glad she was able to quickly resolve the issue. Thanks for choosing Neat!

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Rated 5 out of 5 stars

ScanSnap scans not uploading to NeatReceipts

While scanning my receipts (ScanSnap ix500), I encountered a problem sending the scans to Neat. The problem was resolved by uninstalling the Neat Scan Utility and reinstalling it. Liza C. was clear and helpful in isolating the issue and resolving the problem.

August 28, 2023
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Reply from The Neat Company

Hi Cecelia,
We appreciate you being a long-time Neat customer! Thanks for leaving such a great review for Liza! Well done, Liza!

Rated 5 out of 5 stars

Problems Solved

I can’t say enough about the help I received from Liza C., the Neat tech that helped me out of the mess I got myself into.
I changed internet servers and the email address I had was deleted. Among other things, I couldn’t log into Neat or change my password and I didn’t know why. All I could think about was that I need to file my taxes and I need Neat to do that.
It was my luck to have a capable, knowledgeable tech, Liza C., pick up my problems and sort them out for me. Amazing, the distance she went to help me. Neat tells the truth when they say that they want to be sure the customers are taken care of. They hire people that do just that. Since 2006, my many years with Neat, they continue to be a Five Star company with Five Star employees.

August 25, 2023
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Reply from The Neat Company

Hi Linda,
Thank you so much for the kind words! Glad to hear Liza was able to help you get back into your account to retrieve your data. Please check your email for the additional follow-up details Liza has for you.

Rated 5 out of 5 stars

Gr8 Support/Customer Service

The quick, convenient, use of alternative password reset, Ty Liza 00512006. I never have issues, love the software and scan utility, this is personal use and makes me paperless, i am confident in the cloud storage as well. Easy, gr8 tool..... John

August 25, 2023
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Reply from The Neat Company

Hey John,
Looks like Liza was able to get your password reset with no problem. Thanks for leaving this great review! We are glad to hear you are loving the Neat software and the free Neat Scan Utility!

Rated 5 out of 5 stars

Liza C

Liza C. Clearly understood my request for help and quickly resolved issue. Very knowledgeable and thorough

August 18, 2023
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Reply from The Neat Company

The Neat Company thanks you for leaving a 5-star review for Liza!
Nice to hear you had such a great experience. Thanks for choosing Neat!

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Rated 5 out of 5 stars

Good customer service.

I just started using it again so it is hard to evaluate the company.,I thought Liza did a great job on the chat line.

August 16, 2023
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Reply from The Neat Company

Hi Frank,
The Neat Company thanks you for leaving a 5-star review for your chat agent, Liza. Looks like your scanner is working and you can also use our Neat Mobile App to scan on the go. Welcome to the Neat Cloud!

Rated 5 out of 5 stars

Representative was excellent!!

Representative was excellent!!! Quickly solved a major problem with my system. Also provided me information about other new available features that might be of interest to me. Did not pressure me!!!! All-in-all a very satisfactory experience.

August 10, 2023
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Reply from The Neat Company

The Neat Company thanks you for leaving a 5-star review!
Glad you had a great experience with Liza. Thanks for choosing Neat!

Rated 5 out of 5 stars
The Neat Company logo

Reply from The Neat Company

The Neat Company thanks you for leaving a 5-star review!
Great to know we could get your Neat scanner and new computer up and running in no time!

Rated 1 out of 5 stars

This company is a foreign company that rips you off.

I gave up on my data in 2015 after they canceled a wonderful program and moved to the cloud. I am a doctor and they are not HIPAA compliant. I spent the last 2 years with them getting zero help from their customer service before giving up. For awhile I could get into my data and then that stopped. I lost access to all of those years of data, about 10. I just recently received an email saying they were going to dump my old data. I had to pay $250 to download it, which turned out to be a lie. I did their 30 day trial making it clear I was going to get my data and get my money back in the trial. Cancelling the free 30 days as Val told me would be no problem came with a lot of jargon that would preclude I would NOT get my money back or my data. Another lie. I called billing and left my number for a call back. She just called back and hung up. I assume because I couldn't hear her and told her that; unless it was Val who hung up on me. She claimed to be the sales representative and customer service. She didn't have a clue how to download the data. As others have found they haven't changed and it is now 8 years since my data was deemed useless.

August 7, 2023
Unprompted review
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Reply from The Neat Company

The Neat Company thanks you for leaving feedback.
Thank you for taking our call today as we work with you to try to ensure you have all of your data and are provided with a refund as part of our 30-day money-back guarantee. Here is a helpful article that further explains what we mentioned during the call: https://support.neat.com/retired/neat-to-end-support-of-legacy-desktop-software

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Rated 5 out of 5 stars

Lisa was patient in listening to my…

Lisa was patient in listening to my issues, and helped me find the solutions to my issues.

July 28, 2023
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Reply from The Neat Company

The Neat Company thanks you for leaving a 5-star review for Liza.
We welcome you to the Neat Cloud! For extra support, you can schedule 1 on 1 training sessions or use the chat feature when you are signed into app.neat.com.

Rated 5 out of 5 stars

The tech who assisted me efficiently solved my issues

The tech who assisted me, I believe her name was Leona was very attentive, answered all my questions and solved my concerns

July 27, 2023
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Reply from The Neat Company

The Neat Company thanks you for leaving a 5-star review for Leona!
Many thanks for being a valued customer since 2014. So glad you decided to upgrade to the Neat Cloud!

Rated 5 out of 5 stars

Excellent Customer Service

Liza was very patient through the process and very helpful.

July 21, 2023
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Reply from The Neat Company

The Neat Company thanks you for leaving a review for Liza!
Thank you for choosing Neat.
Kudos, Liza!

Rated 5 out of 5 stars

Liza was knowledgeable

Liza was knowledgeable, professional and courteous.

July 21, 2023
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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. Way to go, Liza!

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Rated 5 out of 5 stars

Liza

Liza, did a great job solving my problem. Liza was very patient and helpful. She did a great job solving the root cause of the Scanchat Home Software and my Fujitsu ix500 printer interface with the Neat program. She downloaded a update that was hard to find and downloaded it, she tested it to make sure it was working and made sure my problem was solved. Very Skilled.!

July 19, 2023
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Reply from The Neat Company

The Neat Company thanks you for leaving a 5-star review!
Well done, Liza!

Rated 5 out of 5 stars
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Reply from The Neat Company

The Neat Company thanks you for leaving a 5-star review for Alma!
Happy to see Alma migrated your data successfully. Welcome to the Neat Cloud!

Rated 5 out of 5 stars

Steven was great!

Steven was great!! and explained everything to me!!

July 19, 2023
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Reply from The Neat Company

The Neat Company thanks you for leaving a 5 star-review for Steven!
Glad he was able to help you get your folders organized! Thanks for choosing Neat!

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