Document Management

Neat & myServiceForce

Quickly transform the information on invoices, receipts, business cards, and other documents into usable, organized data that can be sent directly to QuickBooks, TurboTa x, and other business software. With Neat, your information is secure, easy to find, and accessible from virtually anywhere.

neat Quickly transform the information on invoices, receipts, business cards, and other documents into usable, organized data that can be sent directly to QuickBooks, TurboTa x, and other business software. With Neat, your information is secure, easy to find, and accessible from virtually anywhere.

Capture your Data

It’s fast and easy to get your items into Neat! Snap a picture with your mobile phone, email in, import in or scan with ANY scanner.

Manage Your Information Anywhere

Neat keeps your files synced in the cloud and across your devices. Access your most up-to-date information, add or share files, edit information and even create reports on the go.

Reduce Manual Data Entry

Neat automatically extracts the key information from your documents, receipts and invoices, making your information useful and keyword-searchable.

Securely Back up your Files

Neat keeps your files up to date and securely backed with 256-bit TSL encryption. Plus, we offer unlimited captures and storage, so you can keep all your data in one safe place.

With Neat, bookkeeping
tasks will be simplified.

 Process transactions faster and account for business spend easily

 Track spending with enhanced reporting and find ways to adjust and save money

 Quickly process or receive expense reimbursements

 Manage invoices and avoid late fees

 Retain receipts and invoices year round and be more prepared for tax time

 Remain audit-compliant with IRS-accepted receipts and invoices

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