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
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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
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
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.
1515 Market Street Suite 1200, 10102, Philadelphia, United States
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

Reply from The Neat Company

Reply from The Neat Company
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.

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

Reply from The Neat Company
I worked with Liza and I was able to get the items stuck in processing resolved quickly.

Reply from The Neat Company
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.

Reply from The Neat Company
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.

Reply from The Neat Company
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

Reply from The Neat Company
Liza C. Clearly understood my request for help and quickly resolved issue. Very knowledgeable and thorough

Reply from The Neat Company
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.

Reply from The Neat Company
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.

Reply from The Neat Company
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.

Reply from The Neat Company
Lisa was patient in listening to my issues, and helped me find the solutions to my issues.

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

Reply from The Neat Company

Reply from The Neat Company

Reply from The Neat Company
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.!

Reply from The Neat Company

Reply from The Neat Company
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