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
Assistant very knowledgeable.
29 December 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We are so pleased that Eduardo was able to perform troubleshooting and clear your issue. Thank you for choosing Neat!
The representative was extremely…helpful and courteous
The representative was extremely helpful. She managed to navigate me through the process to resolve my issue better than expected. I came out of the call feeling that I gained more than help that imagined. She was pleasant and very friendly.
28 December 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We appreciate you being a Neat customer since 2013! So glad to know that your Neat Expert, Alma, was able to assist with the print issue you experienced!
I tried for several months to get my…
I tried for several months to get my Neat to work. I finally called chat, and Lisa fixed it quickly
26 December 2022
Reply from The Neat Company
Jill, thanks for sharing your experience with us. We're happy to hear Liza got you a quick fix. Liza is a Neat Expert whos been supporting Neat customers for many years!
Responded quickly and corrected my…
Responded quickly and corrected my issues with ease on me.
22 December 2022
Reply from The Neat Company
Thomas, thanks for taking time out of your day to share your experience with us. We are very happy to hear our support team made it easy for you to get a quick fix!
Liza is great…
Once I was able to connect with Liza everything went super. She was very helpful and knowledgeable.
21 December 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We are pleased to know you had a super interaction with your Neat Expert! Well done, Liza
Neat well done
took all the time I needed although I was already familiar with neat for many years but not the ne system. answered all my questions. He new the system very well. excellent experience for me!
14 December 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We are thrilled to hear you had an excellent experience with your Neat Expert, Steven! Thank you for choosing Neat!
She was excellent
She was excellent. Helping me with all my stupid questions. And of course fixing my problems.
12 December 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a review!
No such thing as a stupid question!
So glad your Neat Expert, Camille, was able to help you today!
My expectations were exceeded
My expectations were exceeded. The time it took and the patience to correct my issues was more than i could have asked for. The effort was excellent
7 December 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a review!
Welcome to the Neat Cloud!
Way to go on another great migration experience, Alma!
my issue was resolved and the person…
my issue was resolved and the person that helped me was vey nice
6 December 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a review!
Looks like Camille was able to get you scanning again by installing our free Neat Scan Utility! Thank you for choosing Neat since 2013!
The support tech went out of her way to…
The support tech went out of her way to help upload old neat files to the cloud.
5 December 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a review!
We appreciate you being a Neat customer since 2012!
So glad to hear that Dolly was able to assist with your Neat Cloud migration!
Neat continues to evolve and improve
Neat continues to evolve and improve. I'm happy to say Ive been using Neat since 2008 and recommend Neat to my friends and colleagues.
9 November 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We appreciate you being a long-time customer.
Thank you for choosing Neat!
Lizza
Lizza, the representative that assisted me was outstanding. She knew exactly what needed to be done and walked me through the process to completion. No question about it, if all your technicians are as talented as she is, you can rest easy.
21 November 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We appreciate you being a Neat customer since 2017!
So glad to know Liza provided outstanding service!
Stephen is great.
Stephen, my representative, was very helpful. He was easy to understand. And very knowledgeable.
16 November 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
Looks like Steven was able to give you the full tour of Neat and answer your questions. Way to go, Steven!
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
Glad to know Liza was able to get you scanning again!
Liza did a great job getting my data…
Liza did a great job getting my data from my old Neat software to the cloud based system. It took several days and many hours but she was patient and worked hard to make sure the data was accurately migrated.
2 November 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a review!
We appreciate you being a Neat customer since 2012 and we hope you enjoy the Neat Cloud!
Kudos, Liza!
Some initial delays in communication…
Some initial delays in communication but they went above and beyond. Their issues are on keeping up with new Apple releases for their scanner drivers, but I think they have phased out of their own scanners. I only wish Neat made it simpler to scan receipts in via other scanners!
Hi! I see you think that Liza was able to install a scanner driver - that isn’t true. She was awesome in trying, but if you check with her, you will see it didn’t work. She stated that you all are aware that you don’t have a scanner driver that works with the latest OS for Mac.
Thanks! And thank you for working on the issue - you guys rock. Outside of this one thing, everything about NEAT is awesome!
21 October 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a review!
We see that Liza was able to remotely assist you by trying to install the scanner driver for our free Neat Scan Utility! We appreciate your patience as our development teams work on new versions. Thank you for being a Neat customer!
Super Helpful
Liza was amazing and helped tremendously, she was super patient. Without her I could of never migrated to the new platform.
25 October 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
Looks like we migrated over 11,000 files to the Neat Cloud for you! Way to go, Liza!
Liza was very friendly and helpful in…
Liza was very friendly and helpful in assisting me with my scanner set up
24 October 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a review!
Good to know your scanner is up and running with our free Neat Scan Utility!
Well done, Liza!
NEATTECH+5 did an excellent JOb and was…
NEATTECH+5 did an excellent JOb and was Professional and Courteous.
Thanks
24 October 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a review!
We are so glad to know that your tech, Liza, was able to address your file migration needs! Thank you for choosing Neat!
Liza was most helpful
Liza was most helpful, very patient with my lack of understanding due to hearing aid issues. She was able to discover a way around both of my issues and I am most grateful to her.
21 October 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a review!
Happy to see you have reactivated your account!
We are also happy to know that Liza was able to assist!
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