Neat Mobile App Overview

Getting Started

 
With the Neat Mobile App and the Neat Cloud service, you can access your files through the web on any hand held mobile device, available for iOS or Android. The mobile app is great for staying organized when you’re on the go, giving you access to valuable information without being bogged down by paper. With the Neat Mobile App you can easily take a picture of a restaurant bill or business card, and Neat will transform it into a digital record of that transaction. When you use the Neat Mobile App with the Neat Cloud service, your documents are synchronized between your various devices and securely backed up on our servers.

Please Note: The Neat Mobile app is a powerful tool to help with managing and accessing your data, however not all Neat features are available through the app. For the full Neat experience, please login to the New Neat Cloud Experience.

 

Installing the Neat Mobile App

Please Note: The Neat Mobile App is only supported on:

  • Android Versions: 9.0 & 10.0
  • iOS Versions: iOS 12 & iOS 13

Click here to download the Neat Mobile App and get started.

 

Scanning With the Neat Mobile App

With the Neat Mobile App, you can use the camera on your mobile device to scan items into Neat. Just take a picture of your document, receipt or business card and Neat will recognize and parse your scanned items.
  • Scanning with your Phone

    Use your phone’s camera to scan items into Neat. Follow the simple steps provided in this article to start scanning with your phone.
  • Scan Settings

    Change your scan settings in the Neat Mobile App, including Item Type recognition, NeatVerify and Flash by following the easy steps in this article.

 

Importing Items to the Neat Mobile App

Use the Neat Mobile App to import items saved as images in your mobile device’s photo gallery into Neat.
  • Import Photos from your Phone

    Follow the steps in this article to start importing items using the Neat Mobile App.

 

Exporting Items from the Neat Mobile App

You can export items scanned in the Neat Mobile App by emailing the items as PDF files. Email items from the Neat Mobile App to others to collaborate and comment on scanned items as needed.
  • Sharing Items

    In the Neat Mobile App, you can easily share items and folders with others via email. Follow the steps provided in this article to begin collaborating on items scanned in your Neat mobile app.

 

Reporting in the Neat Mobile App

The Neat Mobile App allows users to create highly accurate expense reports within minutes of scanning items using their mobile iOS or Android devices. Expense reports can then be shared with others via email.

  • Expense Report

    Click here to create an expense report.

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