Neat’s mobile app is the perfect companion to your Neat desktop experience. The app makes it easy for you to scan, upload and organize your business’ most important documents on-the-go, no matter where your day takes you. But we do a lot more than just document storage. You can connect to +10,000 financial institutions to match receipts and invoices directly to your bank or credit card transactions.
Download today and take the next step to keeping your books - and your business - frictionless and neat.
Neat Mobile Features
- Get items in with our best-in-class mobile capture
- Store your most important documents in Neat
- Connect your bank or credit card accounts
- Neat will suggest matches to your important documents for easy reconciliation
- Seamlessly search for the items you need with Neat’s quick reference search
The Neat Mobile App requires an active Neat cloud subscription.
Ratings and ReviewsSee All
I used to be able to see my files through the mobile app as a paying customer but this newer version doesn’t have that.
Also, I don’t see the multiple pages option that I loved in the prior one. Can’t tell if the capture worked until I go online on the app.
You can search for a receipt but can’t sort and if you select the “More” (where I was looking for sort options not there) you can’t go back to the search results and have to start again. Terrible iPhone UI, unless there’s something I’m missing here.
Have used Neat since 2012 but now will be looking for an alternative as it’s not worth the fee I pay for what I use it for.
New App: Same Old Tactic
Welcome to The Neat Companies latest push for users into a higher priced service, “Transactions”.
Gone is the older Neat Mobile app that offered me direct access to my folder hierarchy of previous scans.
I’m grandfathered in to the older unlimited scan package. Neat is perhaps done with customers like me (a monthly paying user) and I am weighing other service options from different companies.
Neat, you’ve done this before with your desktop app. Reconsider or I’m done.
With Family Sharing set up, up to six family members can use this app.