Bonsai is an all-in-one business management platform for freelancers and service teams, covering CRM, proposals, contracts, invoicing, time tracking, and expenses.
from $9/user/mo
About Neat
What is Neat?
Neat is a receipt tracking and expense management platform designed for freelancers and small businesses with 0–5 employees. It captures receipts via photo, email forwarding, or drag-and-drop, automatically organizes them, and matches them to tax categories for IRS and CRA compliance. Used by over 2 million users, Neat simplifies financial record-keeping year-round.
Who is Neat for?
Neat is ideal for independent consultants, freelancers, and small business owners who need to track expenses and stay tax-ready without complex accounting software. It is not designed for corporate finance teams or businesses with complex accounting needs—those may require more advanced ERP systems.
Key use cases
Snap a photo of a receipt on the go, forward email receipts to Neat, and organize expenses by category. Generate one-click reports for your accountant, track deductions throughout the year, and search any expense in seconds. Neat eliminates the shoebox of receipts and the last-minute scramble before tax season.
Key features
- Capture receipts on the go — Snap a photo, forward an email, or drag-and-drop files; Neat files them instantly.
- Auto tax categorization — Every receipt is automatically matched to the right tax category to meet IRS and CRA requirements.
- One-click accountant reports — Generate reports ready for you or your accountant without manual data entry.
- Deduction tracking year-round — Track business expenses like subscriptions, travel, supplies, and meals throughout the year.
- Powerful search — Find any saved receipt or expense in seconds.
- Expense organization — View where your money is going at any time with clear categorization.
SaaSpartout Score
6.6
/10
Editorial score from our review methodology — not user ratings.
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Why are you looking at Expense Management tools today?
Neat Pricing
Neat pricing: from $200/yr.
For comparison: the median starting price in Finance & Accounting is $20/month, measured across 145 tools we track. See the full SaaS Pricing Index →
Neat
Primary platform for file and document management. Includes all core features: receipt capture, tax categorization, expense organization, and reporting. Priced at $200/year.
VIP Service
Add-on to the Neat subscription for $50/year. Provides additional support services. Cannot be purchased without a Neat subscription.
Automated Insights
Add-on to the Neat subscription for $150/year. Unlocks automated insights into your finances. Cannot be purchased without a Neat subscription.
Free trial: Neat offers a free trial for new users.
Frequently asked questions
Is Neat free?
Neat offers a free trial, but it is a paid subscription service. The basic plan costs $200 per year.
How much does Neat cost?
Neat costs $200 per year. You can also add VIP Service for $50/year or Automated Insights for $150/year.
Who is Neat best for?
Neat is best for freelancers and small business owners with 0–5 employees who need simple, tax-ready expense tracking.
What are the top alternatives to Neat?
Alternatives to Neat include tools like Expensify, QuickBooks, and Receipt Bank, but Neat is known for its simplicity and tax focus.
Does Neat support CRA requirements?
Yes, Neat automatically matches receipts to tax categories to meet both IRS and CRA requirements, making it suitable for US and Canadian users.
Can I pay monthly for Neat?
Neat is billed annually at $200 per year; there is no monthly payment option mentioned.
