Liza on the CHAT line I connected with twice for getting my program and scanner updated. Both visits she was very helpful. She accessed my computer remotely and was able to delete and install pro... See more
Company replied
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Liza on the CHAT line I connected with twice for getting my program and scanner updated. Both visits she was very helpful. She accessed my computer remotely and was able to delete and install pro... See more
Company replied
I was having trouble remembering how to do a specific report. I reached out on CHAT and Liza came on to help! After trying, unsuccessfully, to generate a duplicate report from last year, She finally a... See more
Company replied
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 s... See more
Company replied
Liza C. Was wonderful. She worked perfectly helping an individual who’s technology skills are the best to say the least. If all the specialists are close to who she is. The service will definit... See more
Company replied
Neat is a comprehensive expense management and cloud storage solution designed to streamline financial processes for businesses and personal users! It offers a range of features including expense tracking, receipt scanning, invoicing, and accounting integration. Neat allows users to easily track their expenses by capturing receipts through various channels such as mobile apps, email, or by uploading scanned images. This eliminates the hassle of manual data entry and ensures accurate record-keeping. With Neat, users can organize and categorize their receipts digitally. This makes it easy to retrieve specific receipts when needed, saving time and reducing the risk of losing important documentation. By centralizing financial data within the Neat platform, users gain access to real-time insights into their finances. This helps them make informed decisions and identify areas for cost savings or revenue growth.
1515 Market Street Suite 1200, 10102, Philadelphia, United States
I am delighted with the help I received. All my issues have been resolved.

Reply from The Neat Company
Steven did a great job in our 1:1 technology session. He answered all my questions completely and as I kept adding comments and more questions, he responded immediately. As a Ltd subchapter S corporation whose business is education and agriculture, he was very knowledgeable.

Reply from The Neat Company
It's all about the people. Liza C. from the Neat support team is a rock star. She is professional & relentless. She patiently followed my support case for data migration and setting up on a new computer through a painstaking multi-day process, with consistent follow up and detail.
I had to be convinced to pay the small additional fee for the higher level of support after I had just paid for my initial Neat Desk subscription, but I will say it was well worth it. It is great to now have all my accurate data and history on my office pc, and on the go on their excellent mobile app. I was skeptical at first about having to move from the legacy software to the new cloud-based service, but the features and capability are well worth it, and I highly recommend paying the small fee for the extra support for a year. Liza C. and her team are top notch!

Reply from The Neat Company
I was having trouble remembering how to do a specific report. I reached out on CHAT and Liza came on to help! After trying, unsuccessfully, to generate a duplicate report from last year, She finally asked to access my computer. That was done through Zoho and after much trial and error, she was able to get my problem solved! She was very patient with me and very persistent in resolving my problem. Liza was top notch in my opinion! Thank you Neat, for hiring good employees!

Reply from The Neat Company
Liza was very helpful in my case
I was almost ready to throw the towel in for a refund.
Tyvm Liza
Much appreciated
5 Stars to you

Reply from The Neat Company
Dolly helped me, she was courteous and extremely helpful. Basically took my hand and walked me through process. I think that if all your tech are like her then you have a perfect customer service department.

Reply from The Neat Company
Hi my name is Dr. Rod Pryor and Liza helped me today. She resolved my login issue and I had some more questions. I found out I did not have QuickBooks and that I had only paid for the Neat service. I was ready before talking to Liza to get my money back and give up. She was able to point me in the right direction. Send me valuable links on using the service and what exactly I had paid $250.00 for. Please tell Liza that she is a hero today and saved the day. I would give Hi my name is Dr. Rod Pryor and Liza helped me today. She resolved my login issue and I had some more questions. I found out I did not have quickbooks and that I had only paid for the Neat service. I was ready before talking to Liza to get my money back and give up. She was able to point me in the right direction. Send me valuable links on using the service and what exactly I had paid $250.00 for. Please tell Liza that she is a hero today and saved the day. I would give Liza 10 stars if possible.
Have a great day.

Reply from The Neat Company
The expert who helped me was Liza. She was thorough and patient while helping me. She was great!

Reply from The Neat Company
This time....the service technician (Alma) was FANTASTIC. We were able solve this tricky problem that has been hanging out there since last summer! Thank you!! **gsl

Reply from The Neat Company
This is a super useful tool that I have recommended to others in my field at our national conference.

Reply from The Neat Company
Needed a password change which was accomplished successfully by Liza. Took a little longer than I had hoped for when I contacted the chat. Wondered if the rep was working more than my issue.

Reply from The Neat Company
Alma was the tech that worked on my issue. She was professional and patient with my many questions. She was able to solve the issue and get my software up and running correctly. I would definitely use her and Neat again.

Reply from The Neat Company
This senior tech knew what he was doing!
Prior to talking with him today, it took 2-3 days 5+ hours & the other techs could not get neat working

Reply from The Neat Company
We been working for months to get these files up to the cloud. Dolly has stuck with us step by step...even at times!!!

Reply from The Neat Company
I had a question, the question was answered. Hopefully accurately.
This was my question: I am considering purhasing a Fujitsu (Ricoh) ScanSnap iX1600 Wireless / USB scanner. If I use the ScanSnap iX1600 with Wi-Fi are there any Neat functions or features that I won't be able to use?
The answer I was given was a little further along ...
"All Neat functions will be available to me?"
Sent by: You12:02 PM
Liza C.
"Yes that is correct"
(I hope the answer is correct)

Reply from The Neat Company
Liza ultimately fixed my main problem of getting Neat to work with my ScanSnap, and I am grateful. However I spent at least two hours not counting the time I tried the Chat and there would be 5 minutes between replies. It was disjointed and stressful. I want a person who can give and take not the process of a Chat communication. It was frustrating.

Reply from The Neat Company
Your tech support representative, Liza T., called back to me to be certain that the previous day's support session had done what I needed. It had NOT, because Liza's efforts and the support from my new scanner vendor (Fujitsa ScanSnap) were not really working. Liza was concerned enough to follow up today. She knew your system well, so she was able to direct me to log on to NEAT through Google instead of through Safari. I'm somewhat disappointed that you no longer support your old Desktop version. It was faster. But your tech support was excellent.

Reply from The Neat Company

Reply from The Neat Company
Did not take long to receive a response from Chat. Liza resolved my issue quickly

Reply from The Neat Company
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