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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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 C was the greatest!
15 May 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Liza!
Looks like she was able to get you signed in and using Neat in record time. Thanks for choosing Neat!
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 2014!
The representative was concise and…
The representative was concise and understood fully the issue I had.
I have been a long time user and subscriber but was now having utilizing Neat's cloud based program. Support is very important and I am comfortable I am receiving it.
12 May 2023
Reply from The Neat Company
The Neat Company thanks you for your 5-star review!
We are glad our agents have been able to assist you in the Neat Cloud experience. We appreciate you being a Neat customer!
the representative is very…
the representative is very knowledgeable and very patient with my inquiries.
3 May 2023
Reply from The Neat Company
Welcome to Neat! Thank you for leaving a 5-star review for Liza!
Looks like she was able to get your password updated and get you signed in. Let us know if there is anything else you need!
a lot of work
Alma took time out to show me how to work it and do down loads, there was a lot of receipts to do in a timely
manner.
2 May 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a review!
Glad you had a good experience working with Alma!
Thank you for being a Neat customer!
Alma was very professional and friendly.
21 April 2023
Reply from The Neat Company
The Neat Company thanks you for your 5-star review for Alma!
So glad she could help with your migration. Thanks for choosing Neat!
Liza Review
Liza was such an amazing help to me. He helped explain the Neat Scanner Model that I have & how I can still use my scanner. He helped me set up an account, waited while it downloaded, made sure my scanner is set up, how to use my scanner, & he made sure that all my questions were answered & I knew what I was doing before he let me go. Very polite & friendly. Thank you, Liza.
17 April 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
Sounds like you had a fantastic experience. Well done, Liza!
Charlie Wilcox
The assistance I received from one of your experts, Alma V. She is remarkably experienced in her knowledge and professionalism and her patience with me. I highly commend her for what she does, so very responsible and caring for the person requesting help. Thank you again Alma V..
17 April 2023
Reply from The Neat Company
Charlie,
Thank you so much for leaving a 5-star review for Alma!
Happy to hear you are having a great experience while working with her.
Thank you for choosing Neat!
I went into the chat room and was provided and efficient service.
I went into the chat room and was immediately serviced by a knowledgeable tech rep who assisted me with a problem I was experiencing getting into Neat. The problem occurred when I used the wrong password in trying to open Neat. I have used Neat for many years and when I need support, someone at Neat is always there.
13 April 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
Looks like your Neat Expert, Alma, was able to get your password updated for you. Thank you for choosing Neat since 2014!
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Steven!
So happy he was able to get you scanning and into the Neat Cloud!
Thanks for choosing Neat!
Extremely patient
10 April 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star reply for Alma.
Looks like she was able to assist with your Expense Reports. We appreciate you being a Neat customer!
I rated my recent experience with Neat…
I rated my recent experience with Neat online chat five stars because of my experience with Liza. Liza listened and answered my questions. I know their job is to get you to buy a different plan, but I had to say NO at this time. Neat should info their customers of what's new.
8 April 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Liza!
We are happy you had a great experience with her. Information regarding Mac Ventura OS has been available on our website since November 2022. See here https://support.neat.com/scanutility/neat-scanners-and-mac-os-ventura
Alma made the process which took weeks…
Alma made the process which took weeks to complete easy
After watching and being instructed by Alma I was able to fix erroneous files and keep the upload of 7000+ images working until all the receipts and documents were in the cloud
Thank you for being responsive to my emails and checking on my progress
5 April 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Alma!
We are thrilled she was able to assist with your migration to the Neat Cloud. Well done, Alma!
The patience of the lady helping me was…
The patience of the lady helping me was incredible. She was kind and knowledgeable. I am glad that she was the person to help me. I think her name was Alma.
5 April 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Alma!
Happy she was able to get you scanning. Welcome to the NeatCloud!
May Loose Your Data
I used a Neat scanner and software for personal finances for years than they abruptly dropped product support for individuals in favor of their small business product line. Don't trust them with valuabke data, you may not be able to access it when you need it in the future. ilt's all proprietary and when they drop support for your product or raise prices above your current ability to pay, so sorry for you.
29 March 2023
Unprompted review
Reply from The Neat Company
Hey Bruce,
I'm sorry for any trouble. It appears you're referring to the old retired Neat Legacy software that came for free with a purchased Neat scanner. Neat has not suddenly stopped supporting that software. That version of the software was retired over 8 years ago and has not received updates or enhancements since then.
We've sent out dozens of communications about this, made a formal announcement to the market about this, and have had details about the retirement of this software version on our support site for 8 years. https://support.neat.com/retired/neat-to-end-support-of-legacy-desktop-software
Since the retirement of the Neat Legacy software, our message is and has always been, that any customer who still has the Legacy software can continue to use it as is, however, it is at your own risk as we do not provide any support for these versions. We have encouraged Legacy users for years to move their data out of these old versions because inevitably newer operating systems would eventually render these versions obsolete. By choosing to continue to use the Neat Legacy software you take full responsibility for your data and take on the risk of losing that data.
I wasn't able to pull up any account data or case history for you, however, if you still have access to an old Legacy backup or database files then we can provide a one-time courtesy support session where an agent can attempt to assist you to recover that data from one of these old versions.
We can't guarantee that we will be able to recover anything, but it's worth a shot. If the data can be restored, we would recommend that you move your data out of the Legacy Neat Software immediately to avoid future data loss. If this is something you would like to do, then please open a case here: https://support.neat.com/customerservice/contact-support-team
Finally, while Neat has transitioned into focusing on our cloud application and tools for financial management for small businesses, you can continue to use your Neat scanner for FREE using the Neat Scan Utility. The utility allows you to scan directly to your computer hard drive and you can download the utility here: https://support.neat.com/downloads/neat-downloads
Reply from The Neat Company
Thank you for taking time out of your day to let us know how Dolly was able to help you. She is an asset to our team!
Did a great job helping me get my Neat…
Did a great job helping me get my Neat updated and working. Thank you
7 January 2023
Reply from The Neat Company
Thank you for taking the time to share your recent support experience with us! We are so glad to hear that the team got you back up and running!
Patient and thorough
Patient, thorough, courteous and went the extra mile to help solve my issues.
24 March 2023
Reply from The Neat Company
Thank you for the review! We are happy to hear our support team went the extra mile to get you back up and running! Let us know if you need anything else!
Dolly the lady who helped me was very…
Dolly the lady who helped me was very informative and very kind.
24 March 2023
Reply from The Neat Company
Jerome, thank you for letting us know about your experience with Dolly. Dolly has been hear at Neat for a while. She is an asset to our team.
Neat Support is FOR REAL!!
I began my customer service journey, yesterday via the chat option. I was paired with Liza and she tried several times to get my scanner to connect to my Wi-Fi system, but to no avail. She explained that we could use a cord, and directly connect to my laptop, pc. Unfortunately, I had to order a cord from Amazon, and wait for it to arrive. This didn’t stop Liza! She called me today, and we worked together to get the scanner working!
There are VERY FEW customer service reps that are willing to go that far to help a customer! I am thrilled! Thank you, Liza for your help, and for going the extra mile to bring my problem to an end!
23 March 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We are thrilled to get your feedback about the service you received from Liza! Thank you for being a Neat customer!
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