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Neat

An inDocument identification tool from The Neat Company
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THE MAGIC OF INDOCUMENT IDENTIFICATION (ID2)

Neat’s ID2 technology recognizes every item as a Receipt, Contact, or Document, then extracts key information to make your workflow easier.

Receipts: Neat instantly captures information like Vendor, Date, Amount, and Payment Type. You can choose a tax category for each receipt, add comments, and run reports.

Contacts: Neat transforms business cards into digital contacts, recognizing and recording Name, Address, Company, Email Address, Phone Number, and more.

Documents: Neat runs ID2 on every word of every document, making everything you scan keyword searchable, so it’s easy to find exactly what you’re looking for.

ORGANIZE YOUR WAY

The Smart Organization System is flexible and functional.

Customizable Folders: The heart of Neat’s digital organization is the intuitive folder tree system. Everything you scan in or send to Neat can be organized any way you want it.

Advanced Search: Use Advanced Search to set up more detailed searches with multiple criteria - all bills paid for the month of April, for example.

Spending Reports: Group your expenses by type, such as vendor or date, then summarize by payment type, client, and more to get a holistic view of your spending.

REPORTS THAT MATTER

Use Neat to quickly generate expense, tax, and spending reports from your receipts. Our helpful Report Wizard will walk you through creating any kind of report in four easy steps.

Expense Reports: Whether you want to see what you company spent on office supplies or what you family’s spent on groceries, Neat will analyze your receipts to deliver the info you need.

Tax Reports: Use tax categories to create reports that help analyze and organize your financial information to make tax time a whole lot less taxing.

Spending Reports: Group your expenses by type, such as vendor or date, then summarize by payment type, client, and more to get a holistic view of your spending.

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