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Find a Location

The Neat Company, Inc has 1 locations, listed below.

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    Business ProfileforThe Neat Company, Inc

    Computer Software
    BBB accredited business

    At-a-glance

    Customer Reviews

    1.05/5stars

    Average of 21 Customer Reviews

    Customer Complaints

    12 complaints closed in last 3 years

    1 complaints closed in last 12 months

    BBB Rating & Accreditation

    Accredited Since: 9/9/2013

    Years in Business: 21

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    Neat is accelerating small businesses’ transition to a world where keeping books is simple, frictionless, instant and automated. We do this by helping businesses track, manage and centralize their financial data to be prepared for tax time and stay informed about the health of their business. We proudly support over 100,000 small businesses throughout North America and strive to find new ways to simplify accounting for our customers.

    Products & Services

    Scanners, Neat Software, Neat Software

    Business Details

    Location of This Business
    1515 Market St Ste 1200, Phila, PA 19102-1932
    BBB File Opened:
    7/15/2006
    Years in Business:
    21
    Business Started:
    11/5/2002
    Business Incorporated:
    10/3/2008
    Accredited Since:
    9/9/2013
    Type of Entity:
    Corporation
    Business Management
    • Mr. Garrett Baird, CEO
    • Ms. Nicole Potalivo, Director of Business Relations
    Contact Information

    Principal

    • Mr. Garrett Baird, CEO
    • Ms. Nicole Potalivo, Director of Business Relations

    Customer Contact

    • Mr. Garrett Baird, CEO
    • Ms. Nicole Potalivo, Director of Business Relations
    Additional Contact Information

    Phone Numbers

    Website Addresses

    Customer Complaints

    12 Customer Complaints

    Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

    File a Complaint

    Most Recent Customer Complaint

    03/27/2023

    Complaint Type:
    Customer Service Issues
    Status:
    Resolved
    My father passed away in May and I am receiving invoices for him from Neat Company. I have tried to call multiple times but I can’t get through. Hold times are extremely high, over 45 minutes. The last attempt was over an hour hold, I did get an answer but could not hear the rep, sounds like bad signal or he’s in a tunnel. Requesting refund of charges June 2022 to present since Dad died in May and credit/cancel all subscriptions and invoices.
    Read More

    Customer Reviews

    21 Customer Reviews

    What do you think? Share your review.

    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Courtney B

    1 star

    03/27/2024

    Strongly advise against purchasing from this company. I utilized their services for my business but encountered a major issue when attempting to cancel. They informed me that I would lose access to all my files unless I paid $50.00 per year for storage. This practice is unacceptable; customers should always have the ability to download their files to an external hard drive. Despite their suggestion to continue the subscription for viewing access, I ultimately decided to cancel. It's not worth the monthly charge to retain my business information without the ability to access it.

    The Neat Company, Inc Response

    03/28/2024

    Hi Courtney, Sorry for the misunderstanding. You can download your data whenever you need to and we offer steps for how to do this on our help center. After reviewing your recent interaction with us, it seems that you were unable to access your account because it was 3 months past due, therefore the account was in a suspended status. The agent you spoke with did not tell you you had to pay $50/year for storage. He did offer you our $50 NeatVault plan as a saving option since you were using this subscription to store over 10k files in the Neat Cloud. It seems that your interaction with the agent was cut off and he didn't get the opportunity to finish providing you with all your options. Your account has already been canceled per your support interaction, and our agent even waived your past-due balance. You still have over 10k files in the Neat Cloud that are scheduled for deletion per our data retention policy. I have added 7 days of temporary access to your account so you can log in and download all of your files before they are deleted. You can download your files in bulk using our bulk download tool here: ******************************************************************

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