Combine Neat’s expense management platform and ScanSnap’s digital imaging solutions to make manual data entry a thing of the past

Every business needs to manage its expenses. However, manually entering data into financial spreadsheets is time-consuming, and one mistake can throw off all your bookkeeping. Meanwhile, as receipts and other documents pile up over time, keeping them organized becomes increasingly tricky.

Neat bridges this gap. It’s a cloud-based document management system designed to make managing expenses as simple as taking a picture or scanning a file. With a centralized and searchable storage system, you can increase access to expense-related documentation, organize files by tax category, and track spending across your entire organization.

Here, we’ll answer the question "What is Neat?” and introduce how Neat and RICOH ScanSnap scanners team up to make those disorganized stacks of receipts a thing of the past. Whether you’re a contractor working out of your home office or managing a chain of small businesses, Neat can streamline your expense workflows.

What is Neat?

Neat is a document management system for capturing and organizing expense-related documents such as invoices, receipts, and tax forms. Businesses can also use the platform as a digital document storage solution for other important files.

The following are just a few features Neat offers:

• Track receipts: Snap a photo with the mobile app or use a supported scanner to upload receipts into a centralized storage system. Store single receipts as a complete document, or break them down into multiple categories with line-by-line itemization capabilities.
• Transaction reconciliation: Get deeper insight into your transaction history and reconcile it for tax preparation. Thanks to integration with over 10,000 financial institutions, you’ll need to spend less time reconciling your books by manually poring over bank statements.
• Data extraction: Neat uses powerful optical character recognition (OCR) technology to automatically scan receipts for essential data, such as the date, vendor, tax, total, and payment amount. This automation speeds up processing times and reduces the headaches of manual data entry.
• Organization: Tag and sort files by expense type, tax category, payment method, or other relevant filtering criteria. Neat also includes the ability to search your entire database by keywords, so you can track down that one receipt you need in an instant.
• Reporting tools: Wondering how much you’ve spent on lunch over the past month? Neat can get you that info based on trends derived from your transaction data.
• Robust data security: Neat offers bank-level encryption, performs numerous external audits, and monitors its infrastructure around the clock to ensure your data is safe. With 99.9% uptime and full data backups, you’re more likely to have your vital expense data when you need it.

Neat is simple and easy to use while offering robust expense storage and processing capabilities, improving file search efficiency by a factor of ten. With 20 years of experience and a customer base of over 2 million small businesses, you can rest assured that your data is well taken care of.

Did you know?The ScanSnap iX1600 comes with a helpful document guide and exclusive OCR technology designed to make scanning receipts as fast as it is accurate.

Neat and ScanSnap technology: A winning combo

Neat understands what modern businesses need to do their jobs more efficiently. It’s partnered with a variety of business management and marketing applications, offering direct integration to organize contact information, enhance data accuracy, and speed up tax preparation times.

Plus, Neat’s history in developing both hardware and software solutions gives it a unique understanding of what businesses need their document scanning solutions to do. Neat integrates easily with ScanSnap scanners and software to send high-quality digital receipt scans right to your Neat account. Once configured, all you need to do is select the Neat scan profile on your ScanSnap device and start scanning — all your documents will show up in your Neat profile, ready for use.

Keeping your expenses Neat and tidy

With Neat’s expense-capturing platform, your business can gain real-time visibility into what it’s spending without wasting time on manual data entry. By leveraging Neat’s in-depth integration with ScanSnap scanners, you’ll be able to capture and extract expense data faster and more accurately than ever.

Contact Neat for a free trial (and get $100 off a Neat plan for a limited time) and learn how its expense management system can keep your business organized. You can also shop the full range of RICOH ScanSnap document scanners and discover how our numerous technology partners make doing business easy.

Note: Information and external links are provided for your convenience and for educational purposes only, and shall not be construed, or relied upon, as legal or financial advice. PFU America, Inc. makes no representations about the contents, features, or specifications on such third-party sites, software, and/or offerings (collectively “Third-Party Offerings”) and shall not be responsible for any loss or damage that may arise from your use of such Third-Party Offerings. Please consult with a licensed professional regarding your specific situation as regulations may be subject to change.

Neat and the Neat logo are registered trademarks of The Neat Company, Inc.