Great customer service
Great customer service

The Neat Company specializes in providing comprehensive scanner and document management solutions designed to streamline the handling of financial documents for individuals and businesses alike. With a focus on simplifying the process of scanning, storing, and managing receipts, invoices, and other critical financial records, The Neat Company's offerings cater to those seeking an efficient way to convert physical paperwork into organized, digital formats. Their products, including document management scanners and a versatile document management app, leverage OCR technology to accurately extract data from scanned documents, reducing the need for manual data entry and enhancing productivity. Targeting a broad audience ranging from small business owners to individual users aiming to declutter their financial paperwork, The Neat Company offers tools that support better finance management and reporting. Customers are provided with options to quickly upload and track receipts, bank statements, and documents through multiple channels, including mobile apps and email integration. This emphasis on accessibility and convenience positions The Neat Company as a valuable resource for those looking to transition to a paperless environment, ensuring secure storage and easy retrieval of important financial information.
The Neat Company receives overwhelmingly positive feedback, with many reviewers praising the helpfulness and expertise of staff like Liza and Gabriel. Customers frequently highlight the effective and reliable service, noting that the products meet their needs and are reasonably priced.
Reviewers appreciate the friendly interactions and the thorough support provided, especially for those who may not be tech-savvy. However, there are a few critical voices, with one customer describing a severe issue regarding access to their data, labeling it the "worst experience ever." Additionally, some consumers express confusion about pricing. Despite these isolated complaints, the majority of feedback reflects satisfaction with the service and product quality. Overall, The Neat Company is viewed positively by most customers.
Summary generated with AI from recent reviews
Each source counts by its number of reviews. Only reviews written by people are scored.
| Source | Rating | Reviews | Weight | 6-mo | Fake risk |
|---|---|---|---|---|---|
Trustpilot Imported Trustpilot reviews | 4.8 | 60 | 100% | ● Low |
Monthly average rating from reviews written by people · latest review Mar 2025.
| Month | Average | Reviews |
|---|---|---|
| Jul 24 | 5.0 | 2 |
| Aug 24 | 5.0 | 3 |
| Sep 24 | 5.0 | 1 |
| Oct 24 | — | 0 |
| Nov 24 | — | 0 |
| Dec 24 | — | 0 |
| Jan 25 | — | 0 |
| Feb 25 | 3.0 | 1 |
| Mar 25 | 1.0 | 1 |
Share of positive (4–5★) and negative (1–2★) reviews mentioning each topic · based on the 60 most recent reviews.
“Also I have listened to some zoom chats and are very helpful”
Same method for every company: overall rating, legitimacy checks, the average rating of reviews mentioning each area and the 6-month trend · Electronics & Technology.
| Company | Overall | Legit | Service | Trend | Reviews |
|---|---|---|---|---|---|
| 4.8 out of 5 (good) | 100 out of 100 | 4.8 out of 5 (good) | — | 60 | |
| 4.1 out of 5 (good) | 100 out of 100 | 4.6 out of 5 (good) | — | 1,060 | |
| 4.5 out of 5 (good) | 100 out of 100 | 4.8 out of 5 (good) | — | 1,060 | |
| 4.7 out of 5 (good) | 100 out of 100 | 4.6 out of 5 (good) | — | 1,000 | |
| 4.0 out of 5 (good) | 100 out of 100 | 3.7 out of 5 (good) | −1% | 1,000 |
Bottom line: The Neat Company is #1 of 5 on overall rating in this group.
60 reviews of The Neat Company. Filter by what matters to you.
Liza has worked tirelessly to mitigate files from my old NEAT into the CLOUD. Was always there to help when I needed her. Taught me how to move files from my computer into the cloud. Very satisfied with her for everything she did for me.
Liza C. was extremely helpful, knowledgeable, and professional with her assistance. Very amicable,
Liza said a great job. And figured out my issue then resolved it
Quick answers to the questions people ask most.
Pricing varies depending on the product and service you choose. Please visit www.neat.com for the most current pricing information or to contact customer service for a quote.
The Neat Company provides customer support through phone, email, and live chat. Visit our website for details on how to contact us.
Yes, The Neat Company has a return policy for products purchased directly from us. For specific terms and conditions, please refer to our website.
We offer a range of services including software solutions for data organization, cloud storage, and technical support for troubleshooting. Visit www.neat.com for more details.
The Neat Company prioritizes data security with encryption and secure cloud storage. For more information on our security practices, please visit our website.
Anyone can write a CrowdTrust review. People who write reviews have ownership to edit or delete them at any time, and they'll be displayed as long as an account is active.
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 sure whether it was the right thing to do. Liza listened and convinced me that I'd benefit from the conversion. Additionally, she gave me a price break and a pro-rated NeatVault refund, which I gladly accepted. I am much happier now :)
I must say my problem took quite a few sessions to resolve but the tech that helped me had the patience of Job. I kept messing up the download but she kept in contact with me and made sure that my problem was resolved. Kudoes to her.
Lisa was great, but it needs to be easier to contact support
I had attended one of the training webinars and remembered a method of duplicating folders but could not recall the process. This call was to recover that technique and use in preparation for next year’s filings. The agent was most helpful and took me right to the solution.
Neat support tec Liza case #00516143 was very understanding of my issue. Liza was efficient and prompt to correct my issue with the Neat Utility driver.
Customer service from Liza was great. In general, the subscription is expensive, I don’t like that I can’t bulk download pdfs, and I am uncomfortable with my data being on your server instead of my computer. That said, I have not found an alternative. It would be good if I could designate “frequently used” folders, and if opened trees stayed open, to reduce the number of clicks when importing multiple docs.
I needed help getting the icon on my home page for the neat software. Thanks to Lisa C. Help that was accomplished in record time. Thank you. NEAT does need to make a simplier/cheaper version for those just track receipts fir taxes.
Last two times I scanned items when I tried to edit and file them the screens are blank< before this everything worked pretty well. I've been using NEAT force number of years ever since the records were keep on your own computer, that was my favorite version. It always worked.
Liza did a wonderful job transferring all the data from the retired Neat app to the new one. It took a while, but, she did it. Thank you Liza!
The Neat Company specializes in providing comprehensive scanner and document management solutions designed to streamline the handling of financial documents for individuals and businesses alike. With a focus on simplifying the process of scanning, storing, and managing receipts, invoices, and other critical financial records, The Neat Company's offerings cater to those seeking an efficient way to convert physical paperwork into organized, digital formats. Their products, including document management scanners and a versatile document management app, leverage OCR technology to accurately extract data from scanned documents, reducing the need for manual data entry and enhancing productivity. Targeting a broad audience ranging from small business owners to individual users aiming to declutter their financial paperwork, The Neat Company offers tools that support better finance management and reporting. Customers are provided with options to quickly upload and track receipts, bank statements, and documents through multiple channels, including mobile apps and email integration. This emphasis on accessibility and convenience positions The Neat Company as a valuable resource for those looking to transition to a paperless environment, ensuring secure storage and easy retrieval of important financial information.
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