Was ist NeatFiles?

NeatFiles is the small business cloud storage solution for organizing financial documents securely. Skip the paper stacks—save, organize, and search for important files from anywhere. Categorize documents and gain perspective with reporting on expenses, spending summaries, tax categories, and more. Turn on Invoices Mode for simplified invoice creation, tracking, and online payments. Add up to five users and access unlimited, personalized support from a Neat expert. Try for free today!

Wer verwendet NeatFiles?

Small businesses with up to 50 employees that want to increase operational efficiency, financial organization, team collaboration, customer payment options, and mobility.

NeatFiles – Details

Neat

2002 gegründet

NeatFiles – Details

Neat

2002 gegründet

NeatFiles – Videos und Bilder

NeatFiles Software - 1 - Vorschau

Kosten ähnlicher Produkte wie NeatFiles vergleichen

Startpreis

300,00 $/Jahr
29,00 $/Monat
4,99 $/Monat
432,00 $/Jahr

Kostenlose Version

Kostenlose Version Nein
Kostenlose Version Nein
Kostenlose Version Ja
Kostenlose Version Nein

Gratis Testen

Gratis Testen Ja
Gratis Testen Nein
Gratis Testen Ja
Gratis Testen Ja

NeatFiles – Bereitstellung und Support

Kundenbetreuung

  • E-Mail/Helpdesk
  • FAQ/Forum
  • 24/7 Live-Support
  • Chat

Einsatz

  • Cloud, SaaS, webbasiert
  • Mac (Desktop)
  • Windows (Desktop)
  • Android (mobil)
  • iPhone (mobil)
  • iPad (mobil)

Training

  • Live Online

Funktionen von NeatFiles

  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Archivierung & Aufbewahrung
  • Audit Trail
  • Authentifizierung
  • Automatische Sicherung
  • Backup und Recovery
  • Benutzer-Management
  • Berichterstattung / Analyse
  • Cloud Computing
  • Compliance Management
  • Datei-Verwaltung
  • Dateitransfer
  • Daten-Import / -Export
  • Datenmigration
  • Datenreplikation
  • Datenspeicher-Management
  • Datensynchronisation
  • Datenwiederherstellung
  • Dokumentenmanagement
  • Dokumentenspeicher
  • Drag-and-Drop
  • Drittanbieter-Integration
  • E-Mail-Management
  • Echtzeit-Daten
  • Echtzeit-Synchronisierung
  • Filesharing
  • HIPAA konform
  • Historische Berichte
  • Kommentare / Notizen
  • Kontrolle des Genehmigungsprozesses
  • Kundenspezifisches Branding
  • Mobiler Zugriff
  • Offline-Zugriff
  • Passwort-Management
  • Remote-Zugriff/-Kontrolle
  • Rollen-basierte Genehmigung
  • SSL-Sicherheit
  • Sichere Datenspeicherung
  • Sicheres Login
  • Unterstützung mehrerer Geräte
  • Verschlüsselung
  • Versionskontrolle
  • Wirtschaftsprüfung-Management
  • Zugriffskontrollen / Berechtigungen
  • Zwei-Faktor-Authentifizierung
  • Überwachung

Siehe die vollständige Cloud-Speicher Liste

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Alle 91 Nutzerbewertungen lesen

Durchschnittliche Bewertung

Gesamt
4,1
Benutzerfreundlichkeit
4
Kundenservice
3,7
Funktionen
3,9
Preis-Leistungs-Verhältnis
3,8

Nutzerbewertungen nach Bewertung

5
49
4
21
3
9
2
3
1
9

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
Hersh G.
Hersh G.
Owner in Hongkong
Verifizierter Nutzer auf LinkedIn
Unterhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Best serive EVER!

5 vor 2 Jahren

Kommentare: Running a bank account with a bank that is actually there for you and is extremely proactive.

Vorteile:

I have never ever come across such a flawless experience. Their clean webpage, the efficiency of opening a bank account, the security entailed in it, the professionalism of their compliance, and most of all their exceptional service. You can reply to generic emails they send you, you can contact them on the webpage with any question and they will be there for you. They will get back to you with links and solutions etc. Again, their service is amazing and I am sure anyone will be extremely satisfied working with them. they have a deal with stripe where new startups don't pay stripe fees.

Nachteile:

I haven't explored thier integrations yet. Once I do I will update.

Antwort von Neat

vor 2 Jahren

Thank you for submitting a review! We are very happy to hear that you are enjoying Neat! Awesome to know you are utilizing our features and are enjoying the Neat experience!

Emily K.
Office Manager in USA
Verifizierter Nutzer auf LinkedIn
Unterhaltung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Recycle your documents and keep an archive on your computer!

5 vor 2 Jahren

Kommentare: It's solved storage space problems with various documents. We keep copies of agreements, employee paperwork, checks, and etc. We used to have huge file cabinet drawers full of various paperwork, however, once we got this software and scanner, we were able to recycle all the documents and organize everything in our computer system in the office. We have cleared up so much storage space using this software alone. This also is more reliable as well, as we are able to look up anything we need and need not worry about losing anything important. It's been helpful to us if we have to look up something for our clients instead of having to sift through papers. It's made customer service a whole lot easier. The organization is simple with this software as well. You can have it stored on your computer and use whatever method of organization you like. If you don't have this, I recommend it.

Vorteile:

I love the fact that it can scan double-sided documents without any more effort than single-sided documents. The fact you can scan a variety of sizes from checks, regular paper, to business cards is amazing. It doesn't take much desk space, which is a major plus. It's been helping keep our office organized and help save the planet so that we don't have to keep drawers full of papers, we can scan, recycle, and move on.

Nachteile:

There's nothing I don't like about it. Like all other pieces of technology, you may have errors, but those are easy to fix with a re-scan or a simple reboot.

Antwort von Neat

vor 2 Jahren

Thank you so much for writing a review! We are glad to hear that you have been staying Neat with us! Keeping you rganized is our goal. Thank you again!

Michael M.
Owner in USA
Landwirtschaft, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A good idea when it started, but they lost their way...

3 vor 2 Jahren

Kommentare: What part of Data hostage should I describe? The reports are bad, but after my legacy crashed, I tried to access my old records and they are unavailable unless I pay for a subscription. The cloud is slow for me, no solution for that, NEAT doesn't care or help. I am actively seeking a better solution, or maybe just a different solution, one that is not just marketing to large cash flows and big margins. My overall experience with the cloud based solution is that for rural areas without high speed internet it is unsatisfactory. Discounting the slow rural as my issue, I was also not impressed with the reporting module. And as a final word, if you need to rely on the images of your scans in an audit, good luck. When I tried to print them the resolution was so bad as to be totally illegible. No IRS auditor will accept them as a valid record unless you are willing to turn your computer over to the IRS so he can see the original scans.

Vorteile:

I like the compact scanner hardware, double sided scanning with no extra effort, ability to scan to a PDF or print a scanned PDF to NEAT. I like the ability to scan colored receipts that might not be legible in a grayscale or B/W scan. The scanner is fast, and the initialize button on the scanner itself is pretty handy when scanning a large pile of receipts. The OCR component is fairly accurate, I would say the Legacy OCR is about equivalent in accuracy to the cloud based premium version of 99%. I like that the software reminds you to backup at set intervals (obviously not an issue on the cloud system).

Nachteile:

Neat lost their way as a cloud based service. They say safe, I say Expensive. Once you are on their cloud, if you don't pay you lose your records until you do, & they are expensive. I tried the cloud system, but b/c my internet is rural (slow), the throughput was abysmal. I tried a compromise solut'n, NEAT legacy synced to the cloud service. I did this because legacy was written so poorly that it would utilize all of the memory on a large report & then crash. Support tried many times to ascertain the reason for the crashes. They blamed the computer, OS, & the user, never NEAT, & never found a solution. Reinstalled a dozen times, tried three computers w/ 4 versions of Win (Vista, 7, 8 and 10) & 32 Bit & 64 Bit ver of 8 & 10. My thinking was that I could scan & process on legacy & Sync with the cloud for reporting. Wrong...the cloud service had even less flexibility than the half formed legacy software w/ regards to reports. Legacy was rudimentary, the cloud service was worse. Consequently, I dropped the cloud service & muddled along with Legacy for another few years, guess I will again, but I dislike it & the cloud is worse. After Win 10 fall update, legacy fails to init. On a whim I tried to access my old data, surprise, must subscribe. Data hostage. Imagine that! Final note, the scanned images can not be resurrected with a printer due to poor Resolution. I have nothing good to say about NEAT, the few stars I gave are for legacy, not cloud. BUYER BEWARE!

Antwort von Neat

vor 2 Jahren

Thank you for submitting a review! We deeply apologize for any inconvenience or miscommunication that was caused. The legacy software that you are referring to has been retired for years now and has not had any updates for quite some time. Neat aslo does not hold any data hostage. All of your data can be stored directly onto your computer. If you do require any additional assistance, please take a look at our retired products community here - https://support.neat.com/retired

Ginger S.
Ginger S.
Operations Manager/Bookkeeper in USA
Verifizierter Nutzer auf LinkedIn
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great if they allowed software not in the cloud

5 vor 3 Jahren

Vorteile:

The scanner software is great and the documents scan well

Nachteile:

They no longer support a software and want you to store all your scanned documents in the cloud. We only store on our firewall protected server. I'm not paying for document storage so we will use the old software until it will no longer work.

Antwort von Neat

vor 3 Jahren

Hi Ginger, Thanks for your review. While we no longer provide updates for the retired software, you are certainly free to continue using it on your computer. We do want to let you know that we provide bank level encryption security for our cloud service and have focused on the cloud because it allows us to provide unlimited storage at no extra cost, access from any web browser to view and share your information, and you can scan from virtually anywhere to the cloud via the Neat mobile app included free with subscriptions to Neat's cloud service. We'll be here whenever you are ready to try Neat's cloud service.

Verifizierter Rezensent
Human Resource Manager in USA
Verifizierter Nutzer auf LinkedIn
Groߟhandel, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

EXCELLENT tool for a common paper hoarder!

5 vor 3 Jahren

Kommentare: Only scanner that I have used or will use due to how easy it is.

Vorteile:

The scanner that works with this software is easy to use and easy to install.

Nachteile:

Sometimes there are connection issues. Overall, it's workable

Antwort von Neat

vor 3 Jahren

Thank you for the positive review! We are happy to hear that you are enjoying the software and Scanner provided. Thank you for choosing Neat!