Neat vs. Zoho Expense

If you need a program to keep all of your receipts in one place and have the ability to report on them, then Neat is the program you want. Also, if you want to get rid of all the business cards you have laying around but keep the contact info, Neat is the program you need.

Incentivized

easy of use for the end users as well as to manage. The option to add new categories (expenses) and have the end users use them immediately is wonderful. The ease of creating a new user as well as customer support has been great. The customer support while having issues has been quick to resolve any issues

Incentivized

• Neat keeps all of your charge card receipts in one place.
• Neat makes it easy to do your monthly breakdown of charges into categories.

Incentivized

• The program will notify users if they have entered a duplicate charge.
• Once the end-users understood that receipts were mandatory, attaching those receipts has become second-nature. The app makes it very easy to do so.

Incentivized

• Wish it had the ability to edit business cards, i.e. lighten dark ones.
• Wish you could scan 2 pages into one receipt - to include backup.

Incentivized

• Could have more default options. Instead of making my users select payment method, allow us to default it to one of the options.
• More room for customization by department. My service department needs different categories of expenses then my sales department.

Incentivized

Ease of use for the simple basic options. I wish the there was an option for reimbursement to be marked separately. Example for all corporate credit expense reports with $0 reimbursements still have to be marked as reimbursed in order to be removed from pending reimbursement section. For the cost the features offer benefits

Incentivized

The best support is not having to use support... and I have NOT had to use Neat support!

Incentivized

The only reason I give Zoho a 9 is because of the issue with the Chart of Accounts skewing every time I export/import. I believe this is due to the fact that I use sub-accounts and Zoho cannot differentiate. Still hoping. :)

Incentivized

We selected (switched) to Zoho Expense because it had similar features at a lower price and we were able to receive a discount through our partner relationship with another software company. We have considered moving from Zoho Expense to something else recently due to continued issues with being able to accurately import credit card charges and organize them correctly be team member. Creating some confusion among users.

Incentivized

• Saves a lot of time by having digitized business cards.
• Saves time categorizing charge card receipts at the end of the month.

Incentivized

• We have had some issues with the credit card reconciliation process which has made our monthly accounting / close process. This has been a negative
• Positive ROI is that team members spend less time on expense reports due to the ease of reporting
• Positive ROI is that substantial training and onboarding is not needed due to the features and simplicity.

Incentivized