Neat Help Center > Neat Software

User Guide and Help

Neat’s Cloud-Powered Software is our next generation platform that provides the convenience of a desktop application with the all the features of our cloud service. Bringing our cloud service to your desktop allows us to provide quicker updates and more features you care about.
Click here to download the Neat Cloud-Powered software.

Click play below to view a playlist of videos that will help you get started with the Neat Software (Essentials, Premium, Business Plans). Once each video is done the next will automatically play, or you can click the Youtube button at the bottom right of the video to view the contents of the playlist.

Here you can find articles to walk you through the features of the Neat Software and get help along the way. If you are a new or existing customer and want to know more about what the Neat Software offers click here.

To the left you can choose which category you want more information on or need help with such as Scanning or Exporting. Below we’ve highlighted some of the most used guides and help sections that you may find useful.

Getting Started with the Neat Software


Click here to download the latest version of the Neat Software and for instructions to complete the installation process.

These are the required specifications for installation:

  • Microsoft® Windows 7, 8 or 10 (32 or 64-bit) or Mac OS 10.11 or higher
  • Surface Pro and other touchscreen computers are currently not supported, click here for more information.
  • Pentium® IV 2.0+ GHz or faster (Dual Core recommended)
  • 1 GB RAM; 2 GB highly recommended
  • 1 GB of available disk space for installation, 1 GB recommended for user data
  • Available USB port
  • Internet Connection, 1 Megabit (recommended download speeds)
  • Activate Neat Cloud account (Can be activated using a bundle PIN)

Getting Started Help!
If you are having an issue installing or setting up your Neat software, click here for our troubleshooting guide.

Scanning into the Neat Software


You can use any of the Neat scanners–NeatReceipts, NeatDesk, or NeatConnect–and also any 3rd party scanner that is TWAIN compliant to scan items to the Neat Software. Click here to learn more about your Neat scanner.

Scan Settings
The Neat Software allows you to easily change your settings to determine how you want your scans to appear. Choose your item type, color, scan destination and more using the scan settings toolbar. Click here for more information on changing your scan settings. For an overview of scanning options click here.

Scanning Help!
If you are having an issue scanning with the Neat Software, Click here for our troubleshooting guide.