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This Community forum is provided to Neat customers looking for answers to support questions for end-of-life versions of Neat scanners & software. This site will be moderated by Neat personnel but live agent support is no longer provided.


NeatReceipts Mobile Scanner :: Overview

Last Updated: Mar 05, 2018 01:15PM EST

Getting Started

NeatReceipts is a portable scanner and Smart Organization System. With the NeatReceipts mobile scanner, you can scan receipts, business cards, and documents on the go while the software identifies, extracts, and organizes key information. The NeatReceipts portable scanner is slim and light, so it fits easily into your briefcase, bag, or carry-on. It also doesn’t require AC power — just plug its USB into your computer and it’s good to go. Learn how to start using Neat’s mobile scanner by following the steps provided in the article links below.

  • Creating a Neat Account
    When you download and install the Neat software for the first time, you will be prompted to create a Neat account. Click here for instructions on creating a Neat account for the first time.
  • Logging Into Neat
    The first time you access Neat, you will be prompted to sign in to begin a 30 day free trial of Neat Cloud Service. Learn more about the Neat Cloud service plans here, then click here for instructions on logging in to your Neat account.
  • Account Management
    Once logged in to your Neat account, you can manage your account settings, including your Neat Cloud and NeatVerify subscription plans, activation services and accounting connections. Click here for more on managing your Neat account.
  • Your Neat Cabinet
    Your Neat cabinet is where all of the items that you scan into Neat are stored. You cabinet functions much like a real filing cabinet, allowing you to create folders that you can add items to and organize according to your preference. By default, the cabinet is named My Cabinet, but you can change your cabinet name by following the instructions in this article. Learn even more about your Neat cabinet here.
  • Getting Started Help!
    If you have any trouble getting started with the Neat for Windows, click here for more feature overviews and help articles.

Scanning

  • Scan Settings
    Learn how to change your scan settings in Neat 5.5. The Neat for Windows software features easily accessible Scan Settings icons on Neat’s new toolbar. Now you can simply click on any of the 5 large icons on the top-left of the software to modify several features. This article will help you to change your Neat scan settings.
  • Scanning Help!
    Need more help scanning with your NeatMobile scanner? Click here for additional help articles and tutorials.
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