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
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See what reviewers are saying
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
Company details
- Cloud Storage Service
- Accounting Software Company
- Business to Business Service
- Cloud Computing Service
- Software Company
- Tax Preparation
Written by the company
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.
Contact info
1515 Market Street Suite 1200, 10102, Philadelphia, United States
- (866) 632-8732
- sales@neat.com
- neat.com
Liza was amazing
Liza was amazing - very patient. Explained the process in a way that could be understood. Liza spent a lot of time with me - explaining the process, fixing my problem, and teaching me how I can import the rest of my documents.
13 February 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
This was music to our ears! So glad we could help you with your migration to the Neat Cloud!
Great job, Liza!
Neat Data Retrieval
Liza was prompt with options & answers to resolve my issues. Excellent service and I appreciated the HOLD advising my status while waiting.
10 February 2023
Unprompted review
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We are glad we could help you with a password reset and file retrieval.
Well done, Liza!
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We see that Liza assisted in getting you scanning again. Glad to have you as a Neat customer!
Thanks, Liza!
Liza was a great help and escalated the…
Liza was a great help and escalated the problem and they solved it.
9 February 2023
Reply from The Neat Company
Thank you for leaving a 5-star review!
Happy to know Liza was able to solve the processing issue for you.
Nice work, Liza!
I was on the "Chat" function with Liza
I was on the "Chat" function with Liza. She was very helpful & solved my problem quickly!
9 February 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review.
Looks like Liza was able to assist by getting you the access you needed.
Well done, Liza!
Reply from The Neat Company
Thank you for leaving a review!
We appreciate you being a part of Neat!
Well done, Liza, on helping another customer get scanning with Neat!
Liza was with me the entire process to get my files transferred!
Liza called me every few days to keep up to date on how many files had transferred to the online NEAT. She left voice messages if I was not available and emailed if I was not available. She made me feel confident the whole experience that the problem would be solved... and she was correct. Thank you for ALL your time Liza!
31 January 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We see that your Neat Expert, Liza, migrated more than 50,000 of your files to our Neat Cloud.
Kudos, Liza!
Great online support
31 January 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a review!
We appreciate you being a Neat customer since 2014!
We are happy to see that your Neat Expert, Dolly, migrated over 4000 files to our NeatCloud for you!
LIZA DID A VERY GOOD JOB HELPING ME…
LIZA DID A VERY GOOD JOB HELPING ME WITH MY PROBLEM
27 January 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Liza!
We appreciate you being a Neat customer!
Glad Liza was able to get you scanning again!
Customer Service Is Amazing.
I worked with Dolly today. She was so helpful and very patient. I had so much to be trained on today and she was very clear with her training and at the end of our session she sent instructions for future review. I would like to thank her for everything she did today to make my work better organized and very simple to understand her instructions. Thank you.
26 January 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review for Dolly!
We are so pleased to know that the extensive training gave you improved organizational abilities. Thank you so much for choosing Neat!
Good support received
The support person (Liza) gave me good info and helped solve my problem.
25 January 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a review!
We thank you for your time as a Neat customer!
Well done, Liza!
Not informing customer of potential problem
When I called Neat "Support" and waiting for someone to answer I waited over 25 minutes listening to a recording that said I was # 1 in the queue. After I was able to talk to a person they told me they were sorry and they were short-handed. I finally found out that the new MAC upgrade to Ventura was not able to use my NEAT scanner. The MAC Ventura upgrade was in use over a month ago. WHY DIDN'T YOU PUT OUT A NOTICE TO YOUR USERS AND TELL THEM IF THEY UPGRADED THEY WOULD NOT BE ABLE TO SCAN THEIR DOCUMENTS??? IT'S CALLED CUSTOMER SERVICE! I AM A LONG-TIME CUSTOMER AND I EXPECT BETTER.
12 January 2023
Reply from The Neat Company
Rick,
We are very sorry for your recent support experience. Unfortunately, Neat scanners are not compatible with the new Mac OS Ventura. We've had a notice about this up on our Help Center since November 2022. https://support.neat.com/private-articles/neat-status
Please keep in mind that Neat hasn't sold or manufactured scanners since 2017 and all Neat scanners are at least 5 years out of warranty. Since then, Neat has continued to provide updated drivers as courtesy for some Neat scanners, but the newer Ventura OS no longer supports the USB technology the old Neat scanners use. Your Neat scanner will still work with older Mac OSs and other Windows devices. Additionally there are many other ways to get items into Neat besides scanning, like mobile app capture and email-in.
We also apologize for the wait you experienced contacting support. As a Neat subscriber, you never have to wait in the call queue. All Neat subscribers can skip waiting in a call queue and can instead schedule a call with a support rep at a time convenient for them. Just log in to your account, click Help & Support, then 1:1 with Neat Expert to schedule a call instead.
Neat makes my life so much easier.
18 January 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We appreciate you being a customer since 2013!
Year end procedure
Easy to schedule, text reminders, Neat Rep called on time and walked me through questions I had
13 January 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We appreciate you being a Neat customer!
Great to know that Steven was on time and helpful!
Tech support
Call back was staticky so I called support again and Liza helped me this time.
Unfortunately, the conclusion was my scanner was broken and needed to be replaced.
I’m buying a Raven Pro
13 January 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We think a Raven Pro is a great choice!
So glad to hear that Liza was able to be of service!
Liza was very helpful courteous
Liza was very helpful courteous, patient with an old man, and totally professional with the resolution of my problem.
5 January 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We appreciate you being a Neat customer!
So glad to hear you had a great experience with Liza!
Thank you, Liza, for always being courteous and professional!
Excellent Customer Service
Liza didn’t give up on trying to get my scanner working again. She had tremendous patience and understanding. My scanner now works. Thanks Liza:-)
10 January 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a review!
Happy to hear your scanner is working now!
Way to go, Liza!
Liza was very helpful me with solving…
Liza was very helpful me with solving my loading the neat app on my new laptop!
4 January 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We sincerely thank you for choosing Neat!
Well done, Liza!
I was helped by several of your people
I was helped by several of your people: Roxy, Booghy (sp?) and Alma. They were all VERY helpful and very knowledgeable in what they did. I am now able to scan and am so pleased. All my transactions needed to move to the cloud, and they stuck with me thru it all.. It took a long time, but it finally was resolved. They were also very thorough. You should be very proud of these techs.
1 December 2022
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We appreciate you patiently waiting as your migration was completed!
Indeed, we are proud of Alma, Roxie, and Boogie as they consistently go the extra mile!
Prefer Calling In
I was happy with calling in and putting in my number for a call back. I don't like the chat section to assist with problems. The customer rep (stephen i think?) was wonderful. He made things simple for me as i was having trouble loading the driver for nm1000.
2 January 2023
Reply from The Neat Company
The Neat Company thanks you for leaving a 5-star review!
Thank you for being a Neat customer since 2018!
Looks like your Neat Expert, Steven, assisted you in installing the Neat driver successfully!
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