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... Vis mer
Selskapet har svart
Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon
For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon
Se hva andre synes
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... Vis mer
Selskapet har svart
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... Vis mer
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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... Vis mer
Selskapet har svart
Informasjon om virksomheten
- Nettskylagring
- Regnskapsprogramvarefirma
- Bedriftstjenester
- Skytjenester
- Programvareselskap
- Skatterådgivning
Skrevet av virksomheten
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.
Kontaktopplysninger
1515 Market Street Suite 1200, 10102, Philadelphia, USA
- (866) 632-8732
- sales@neat.com
- neat.com
Support is extremely knowledgeable and patient.
I am delighted with the help I received. All my issues have been resolved.
14. juli 2023
Svar fra The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We are happy to know you had a great experience with your Neat Expert, Steven. We appreciate you being a Neat customer!
Teacher/ Tree Farmer
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.
11. juli 2023
Svar fra The Neat Company
The Neat Company thanks you for leaving a 5-star review for Steven!
Glad to hear Steven was able to answer your questions. Thank you for choosing Neat!
It's all about the people
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!
11. juli 2023
Svar fra The Neat Company
The Neat Company thanks you for the amazing review for Liza!
Looks like she migrated well over 5000 items for you. We appreciate you being a long-time supporter of Neat and we welcome you to the Neat Cloud!
Neat Employee Saved the Day!
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!
11. juli 2023
Svar fra The Neat Company
The Neat Company thanks you for leaving a 5-star review for Liza.
So glad she could help generate the report you needed. For more information on reports, visit our Help Center here: https://support.neat.com/neatapp/reporting-in-neat
Liza was very helpful in my case
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
3. juli 2023
Svar fra The Neat Company
The Neat Company thanks you for leaving a 5-star review for Liza!
So glad you chose to remain a Neat customer. Way to go, Liza!
Dolly helped me
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.
3. juli 2023
Svar fra The Neat Company
The Neat Company thanks you for a 5-star review for Dolly!
We agree, Dolly is a real asset to our Team!
Thank you so much for choosing Neat!
Rod Pryor
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.
26. juni 2023
Svar fra The Neat Company
The Neat Company thanks you for leaving a 5-star review for Liza!
We are pleased to hear you had such a great experience. Happy to know Liza got your password updated, explained what your Neat plan features are, and got you started with your QuickBooks Online integration!
The expert who helped me was Liza
The expert who helped me was Liza. She was thorough and patient while helping me. She was great!
23. juni 2023
Svar fra The Neat Company
The Neat Company thanks you for leaving a 5-star review for Liza!
We appreciate you choosing Neat!
This time....FANTASTIC SERVICE..problem solved
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
20. juni 2023
Svar fra The Neat Company
The Neat Company thanks you for leaving a 5-star review!
So glad Alma was able to assist! Thanks for choosing Neat!
This is a super useful tool that I have…
This is a super useful tool that I have recommended to others in my field at our national conference.
15. juni 2023
Svar fra The Neat Company
Rebekah, thank you so much for taking time to write about Neat. We're so happy to hear that you're getting the most out of Neat!
Password change
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.
13. juni 2023
Svar fra The Neat Company
The Neat Company thanks you for leaving a review!
We are sorry you experienced a delay. You may have connected with us during a high-volume time of day. We are glad Liza was able to get your password reset for you!
Alma was the tech that worked on my Neat account
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.
9. juni 2023
Svar fra The Neat Company
The Neat Company thanks you for leaving a 5-star review for Alma!
Looks like she migrated hundreds of items into NeatCloud for you. Happy to have you as a NeatCloud customer!
This senior tech knew what he was…
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
1. juni 2023
Svar fra The Neat Company
The Neat Company thanks you for leaving a 5-star review.
Thanks for being a Neat customer since 2015!
We are happy that your Neat Expert, Boogie, was able to get you scanning again!
We been working for months to get these…
We been working for months to get these files up to the cloud. Dolly has stuck with us step by step...even at times!!!
31. mai 2023
Svar fra The Neat Company
The Neat Company thanks you for leaving a 5-star review!
Glad to have you as a Neat customer and happy we could get those 19,000+ files over to the NeatCloud for you. Kudos to Dolly for a migration well done!
Is the scansnap iX6000 fully compatible with Neat?
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)
30. mai 2023
Svar fra The Neat Company
Thanks for reaching out for additional detail on Neat compatibility with the iX1600! We appreciate your patience as we researched this further for you.
The Short answer:
We don't support Neat Scan utility with a Wi-Fi scanner but since the model in question has scan to email, it should still work well.
The Long Answer:
Even though some Scan Snap scanners are certified, this model is not one of the officially tested and certified 3rd party scanners, but it does use Scan Snap software which should connect with Neat Scan Utility (NSU).
Since it is not certified, you can't control black/white vs color or single/2-sided scans directly from NSU but you should be able to control all the scan settings in the Scan Snap software prior to sending to Neat.
Because Scan Snap scanners MUST use the Scan Snap software, everything has to be managed through that software first and then be sent to NSU.
If there happens to be an issue where they are not working together, we often recommend scanning to the computer and importing it into the web app.
We checked the Ricoh website, and the image of the Scan Snap software shows they also have a Scan to Email feature. That may work out better for you to send items directly into Neat without needing to use NSU as an additional step.
Since you haven't purchased yet, we would also mention that Raven scanners are fully compatible with Neat and also have the scan-to-email feature which is a lot easier and faster than NSU. We have tested Raven and know it works well with sending to your @neatcloud.com email.
Hope that gives you the information you need in order to make the best decision.
Thank You
Liza ultimately fixed my main problem…
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.
22. mai 2023
Svar fra The Neat Company
Thank you for your feedback. We appreciate you being a Neat customer since 2013!
We are sorry if you experienced some delays in chat responses during your interaction this week. Please keep in mind, that during remote sessions, the agent is also working on identifying and rectifying your technical issues while they are connected to you.
You can cut the line and get priority phone, chat, and email support by securing our VIP service add-on, see here: https://www.neat.com/vip-service
fast and friendly service
19. mai 2023
Svar fra The Neat Company
The Neat Company thanks you for leaving a 5-star review!
We appreciate you being a Neat customer!
Liza T
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.
18. mai 2023
Svar fra The Neat Company
The Neat Company thanks you for leaving a 5-star review! Kudos to Liza for providing excellent technical support!
Svar fra The Neat Company
The Neat Company thanks you for leaving a review!
We appreciate you choosing Neat since 2012!
Did not take long to receive a response…
Did not take long to receive a response from Chat. Liza resolved my issue quickly
16. mai 2023
Svar fra The Neat Company
The Neat Company thanks you for leaving a 5-star review!
Using our Chat can be quick and efficient! Thanks so much for choosing Neat!
Dette er Trustpilot
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