Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Share

          Find a Location

          The Neat Company, Inc has 1 locations, listed below.

          *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

            Please enter a valid location.

            Business ProfileThe Neat Company, Inc

            Computer Software
            BBB accredited business

            Contact Information

            1515 Market St Ste 1200

            Phila, PA 19102-1932

            Get Directions
            Visit Website
            (866) 632-8732

            Want a quote from this business?

            Get a Quote

            Customer Reviews

            1.05/5

            Average of 20 Customer Reviews

            Read ReviewsStart a Review

            Customer Complaints

            10 complaints closed in last 3 years

            1 complaints closed in last 12 months

            Read ComplaintsFile a Complaint

            BBB Rating & Accreditation

            BBB accredited businessA+

            Accredited Since: 9/9/2013

            Years in Business: 21

            Customer Reviews are not used in the calculation of BBB Rating

            Overview of BBB Rating

            Related Categories

            Overview

            Neat is accelerating small businesses’ transition to a world where keeping books is simple, frictionless, instant and automated. We do this by helping businesses track, manage and centralize their financial data to be prepared for tax time and stay informed about the health of their business. We proudly support over 100,000 small businesses throughout North America and strive to find new ways to simplify accounting for our customers.

            Products & Services

            Scanners, Neat Software, Neat Software

            Business Details

            Location of This Business
            1515 Market St Ste 1200, Phila, PA 19102-1932
            BBB File Opened:
            7/15/2006
            Years in Business:
            21
            Business Started:
            11/5/2002
            Business Incorporated:
            10/3/2008
            Accredited Since:
            9/9/2013
            Type of Entity:
            Corporation
            Business Management
            • Mr. Garrett Baird, CEO
            • Ms. Nicole Potalivo, Director of Business Relations
            Contact Information

            Principal

            • Mr. Garrett Baird, CEO
            • Ms. Nicole Potalivo, Director of Business Relations

            Customer Contact

            • Mr. Garrett Baird, CEO
            • Ms. Nicole Potalivo, Director of Business Relations
            Additional Contact Information

            Phone Numbers

            Website Addresses

            Read More Business Details and See Alerts

            Customer Complaints

            10 Customer Complaints

            Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

            File a Complaint

            Most Recent Customer Complaint

            03/27/2023

            Complaint Type:
            Customer Service Issues
            Status:
            Resolved
            My father passed away in May and I am receiving invoices for him from Neat Company. I have tried to call multiple times but I can’t get through. Hold times are extremely high, over 45 minutes. The last attempt was over an hour hold, I did get an answer but could not hear the rep, sounds like bad signal or he’s in a tunnel. Requesting refund of charges June 2022 to present since Dad died in May and credit/cancel all subscriptions and invoices.
            Read More
            Read 9 More Complaints

            Customer Reviews

            20 Customer Reviews

            What do you think? Share your review.

            How BBB Processes Complaints and Reviews

            Start a Review

            Most Recent Customer Review

            Matthew S

            06/05/2024

            I've been trying to contact this company because my data that I have been paying monthly for is nowhere to be found and they won't respond to my messages. How do places like this exist? What kind of country do we live in? I pay my taxes to live in a respectable country not a country full of scam companies like this. I demand a refund for the time since I scanned these recipts into the system since I can't get help locating them and since I can't get a response from anyone. For the last few years I have referred my friends to this service because of how easy it is to scan stuff and it load it save it and recognize the feilds. Why don't someone stand behind this nifty program? Help me locate my files is all I'm asking or was. Now I'm asking for a refund for the last couple years that my paid for data storage is not accessible to me. I'm still paying for this service as of right now and I will continue to pay for it while I get an attorney to recover the money that has been spent on nothing whatsover since I can't get any assistance. Come on seriously are you really running this kind of shady buisness? This is theft. Plain and simple.

            The Neat Company, Inc Response

            06/05/2024

            Hey ****, I'm very sorry for any inconvenience you've had contacting Neat. After reviewing our records, I can't find any records of you contacting our company. There are no emails, calls, or chats in our case records from you under the information you provided here. If you contacted us using a different email or phone number then please let us know so we can investigate why you did not receive a reply. As a Neat Books subscriber, you have many support options, including the ability to schedule a support session with a support representative directly from within your Neat account when you log in. We are happy to help you locate your data. You will receive an email from a Neat support representative today with the next steps to help you with your data. We will likely need to schedule a direct support session with you for direct assistance. In the future, you can always open a support case with us at any time using this contact us form: *************************************************************
            Read 19 More Customer Reviews

            Local BBB

            BBB serving Metro Washington DC, Metro Philadelphia & Eastern Pennsylvania

            More Info on Local BBB

            BBB Reports On

            BBB reports on known marketplace practices.

            See What BBB Reports On

            BBB Business Profiles may not be reproduced for sales or promotional purposes.

            BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

            When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

            BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

            As a matter of policy, BBB does not endorse any product, service or business.