Reviews

Review Details

• Review fromTina I.

  Date: 02/04/2023

  1 star
  I was very upset to find out that neat quit supporting neat receipts software. I've been using it for more than 10 years, then my computer crashed. I tried to install the disc on my new computer windows 11 but it will not get past the .net framework installation no matter what I do to manually enable it. Software says installed successfully computer says enabled, but when continuing to install software it says. .net framework must be installed and will now exit.
  I wanted to install from a download but it's not available. Especially since most computers dont have cd drives anymore, I had to buy and external cd rom. Only now to find out it wont work. This is all I use neat for and I refuse to subscribe to an expensive cloud subscription.
  At one time if you purchased software it was supported indefinitely. Bad move on Neat company.

  The Neat Company, Inc

  Date: 02/06/2023

  Tina, sorry to hear about your situation. The software version you are referring to was discontinued in 2015. We have made this known numerous times to our customers and have heavily communicated this on our website. We've also communicated that customers on Legacy Neat versions would start experiencing issues with trying to install these versions due to changes Microsoft made in October 2019, when they removed the Visual C++ 2005 and 2008 Redistributable Packages from their website and made them no longer available for download
  ******************************************************************************* 
  While Neat has transitioned into focusing on our cloud application and tools for document management for small businesses, you can continue to use your Neat scanner for FREE using the Neat Scan Utility. The utility allows you to scan directly to your computer hard drive and you can download the utility here: *************************************************

  Tina I.

  Date: 02/06/2023

  I was aware of you stopping updates and needing subscriptions but I thought I would still be able to download the software if needed. I only bought it for receipts organization software. I've used it for years, and now I can't use it for that. You should provide a receipts software equivalent for the scan utility like you had before. Something to organize receipts.
  I hope I don't get audited for the past 7 years since I can't access any of my receipts now.
  I have copies of the files from hard drive that crashed but this new software doesn't import and read them. At least I haven't figured it out.
  To me it's now a boat anchor since I can't use it for receipt organization.
  Is there any equivalents for receipt organization?

  The Neat Company, Inc

  Date: 02/07/2023

  Hey Tina,
  
  The Neat Scan Utility only allows you to scan items to your computer hard drive (free) or the Neat Cloud (with a subscription). It does not provide any document storage or organization tools available on Neat Cloud.
  
  I am not familiar with a free document organization tool or local software that provides what Neat Cloud does. You could try uploading your files to Dropbox or Google Drive. These services offer free to low-cost storage solutions, but the organizational tools for those applications are limited.
  
  Neat Cloud is not just a cloud storage solution. Not only does Neat Cloud offer many features that the old Legacy software provided, but it offers so much more now. Including a Neat Mobile App to upload and manage your files on the go, a custom Neat Cloud email address to forward items directly to Neat, expense & spending reporting, transaction streaming and much more. If you'd like, we can set you up on a 14-day free trial of Neat Cloud so you can check it out.

• Review fromNatalie M

  Date: 11/20/2022

  1 star
  I have been a Neat customer for over 15 years. I have grown with their services every step of the way. But this past year has become a nightmare. I could not run reports because they were showing "transactions a year later still pending". they keep showing checking accounts even though they are disconnected. They blame it on a third party integration that is something Neat uses and is in the "background" I reported all of these issues back on 9/28/22 which I was told via email:
  Hey Natalie,
  Thank you for your patience! I have an update for you. Yodlee replied back and let me know they have forwarded the issue over to their engineering team for resolution. Once I hear from the team I will connect with you. Also, I've submitted the request to remove those other 3 Wells Fargo accounts. That usually takes about a week to complete. Be advised, that once they remove those accounts, any transactions associated with those accounts will be deleted as well.
  Even today, they are still there! I have spent months on this problem and have no resolution to this day. Now they have lost the documents needed for COURT. Scanned in via a mobile app on 10/4/22 COURT DOCUMENTS and they were on my account. Now they appear to be gone and just circles as though I just uploaded them. They are needed for court. This is not something I take lightly. This would mean there is problems with the product that they are selling to the public.
  Now, I have tried all of their "directions to download ALL my files and receipts so I have a backup and I can not download my files or folders as pdfs or in bulk.
  In addition, my account states I have "1" connection /integration, which I do not, and never integrated anything to Neat.
  Overcharged me for an old product for almost a year
  Can't remove accounts no longer needed
  "pending transactions" from 2021 (even as of today)
  Can not get my statement copies
  Can not edit my business profile
  Can't export MY FILES
  Very dissatified and disgusted !

  The Neat Company, Inc

  Date: 11/30/2022

  Natalie,
  I am very sorry for the experience and issues you've had with Neat this year. We certainly appreciate the fact that you have been a long-time customer. The issues you reported are not things that Neat takes lightly either. In reviewing your account, I see that the director of customer success has personally taken over your case and has replied to all your emails immediately upon receiving them about the issues reported.
  I understand you have court documents that you scanned in on 10/4/2022, that got stuck processing. Your items are safe and I see our team has pushed those items through the processing queue so they should now show up in your cabinet. The issue you experienced with items stuck processing is a common issue that can sometimes occur when you upload items with a spotty internet connection. It appears you uploaded these items via the mobile app, which is more commonly linked to the 'items stuck processing' issue. This Help Center article shows you step by step how to resolve this in case you experience it again: ******************************************************************* 
  I know that you reported some additional issues with this, and I also see that our director and the Neat technical lead reached out to you this week 4 times about this issue. Please check your email and voicemail for updates on this issue.
  As for your pending transactions issue, I want to remind you that this is not an issue with Neat, but rather with a 3rd party vendor connection to your financial accounts. Neat is able to deliver reporting and organization tools for your connected financial accounts through a company called Yodlee which specializes in connections like this. Your case was escalated to Yodlee, and that is unfortunately all Neat agents can do to work to resolve issues with transaction streaming. However, I see our director has recently been in contact with you about this issue with updates.
  Finally, you can easily bulk download your items from the Neat Cloud using our Lightweight Desktop Application. This application will allow you to download all your files in bulk to a local folder. Below are the installation links for Mac & Windows:
  Windows:
  ************************************************************************************************* 
  Mac:
  *************************************************************************************************
  Once installed, you can follow the steps here to create a backup and local copy of all your items: ********************************************************************** Please keep in mind that the Lightweight Application will only allow you to download the files as PDFs. The download will not include your folder structure or any notes/metadata associated with your items.
  You also mentioned an 'integration'. It appears you are on a plan that includes 1 QBD integration connection. This may not be something you use, but is just another feature included in your plan.