Neat

Neat is a US software service that helps freelancers and small firms gather receipts and keep track of spending. Its goal is to keep records in order through the year so tax time needs no catching up.

Products and services

• Receipt capture: receipts arrive by phone photo, forwarded email or drag-and-drop upload.
• Tax category matching: each receipt is assigned to a tax category on capture, in line with IRS and CRA rules.
• Spending overview: groups costs such as subscriptions, travel, supplies and meals to show where money went.
• Accountant reports: one-click reports to hand to an accountant, with deduction tracking all year.
• Search: any saved receipt or expense can be found quickly.

Customers and markets

Freelancers, independent consultants and small business owners in the United States and Canada.

Key facts

• Based in: United States
• Users: the company says it has more than two million
• Security: data stored with bank-level encryption