Liza solved my problem quickly!
Liza solved my problem quickly!

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 solved my problem quickly!
I had a constructive interaction with LizA who gave me pointers on downloading my Neat file cabinet. I think the product would be better if within the current web system there was an easy way to port data stored in Neat to a computer or other storage that does not require an annual subscription. Neat is useful whilst a company is active but a solution needs to be available other than the use of unsupported legacy software to help with mandatory storage after business closure.
I chatted with Liza today to resolve an issue I was having with viewing images. She provided me with instruction to fix it, which was very quick and easy. I also asked her to show me how to clean up some of my images and she had instructions for that at the ready. This was a great experience!
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.
Had a problem with NO DOCUMENT DISPLAY in any of my folders. I contacted customer service, and was guided through the process of clearing my cachs, (which had caused the problem after an update was done by NEAT without informing the users about the problem it caused).
LIza did a great job fixing my issue with a scan error message. I am back up and using Neat!
Locked account password reset
Liza C was very helpful on my Case # 00514198. Quickly and efficiently helped to resolve the program issue I was having
Lisa C. was very good. Understood my issue and quickly help me resolve the problem. Also, great follow-up and review of the resolve.
Liza was the most patient, caring & kind and Professional Tech I have ever worked with! Merging my 15 years of data from my computer hard drive to my new Neat account online was not a task for the faint at heart! She very carefully checked and rechecked to confirm that every single file and entry was correctly transferred to my Neat cloud account. Thank you Neat for hiring superior quality customer service technicians. And, thank you Liza for carefully walking me through the merging process and helping me get started on scanning into my new cloud account!!!
the agent Liza who was extremely helpfull during the whole process.barbara
Liza was professional and paid extensive attention to details. She was clear, concise and comprehensive in her communications with me. Most importantly she got my scanner working and working properly.
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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