NeatWorks is business administration software that allows you to track your financial documentation in a single comprehensive interface.
The program's main merit is that it allows you to create detailed sheets for each main type of financial document - receipts, expense reports, tax returns (according to the formats specific for Canada or the US), as well as to catalog business contacts. You can, thus, keep a very precise and orderly archive of all your financial data. Moreover, the software also allows you to import documents from other sources (either scanned, or directly elaborated in electronic format), convert them and extract their information into your own digital cabinet.
Besides simply storing the data, NeatWorks also permits processing it into reports (e.g. expenses reports over a given period) that you can view and preserve in Excel format (or other similar applications with which the program integrates). Nevertheless, although the software is complex and contains numerous functions, it still maintains a very accessible and intuitive interface, which focuses all the aforementioned elements under a single, highly intuitive dashboard.
To conclude, NeatWorks constitutes a highly useful tool for centralizing all your financial data making them readily available. Thus, it serves as a highly efficient organizer that smooths the course of business activity.
v5.0.25.43 [Jan 16, 2012]
The Dashboard puts everything you need to use Neat 5 effectively and efficiently on a single screen, including the following:
· An express lane to all of your Neat folders and files
· An easy to navigate, searchable contact list
· At-a-glance information on your Neat 5 cabinet contents
· One-click links to support, tutorials and service - as well as to the Neat website
The previous version of Neat (version 4) display a “folder” as a “row” in an Excel-like grid of rows and columns. Version 5 uses the visual metaphor of folder icons within a Folder Navigation Pane. You can:
· Scan directly into a specific folder
· Create subfolders within folders
· Save different items types in a single folder
Smart Filters serve as shortcuts to convenient item groupings, including View All (which displays all items in the cabinet), Recently Added Items (items added to the cabinet in the past three days) and Unreviewed (items you have not yet reviewed in Details View or Grid View for more than 2 seconds.
Import a Web Receipt, Email or Document Directly into Neat 5
Scanning is not the only way to capture data in Neat 5 - you can also import from a PDF, image file, vCard, legacy Neat file or Quicken account.
Enhanced direct export to QuickBooks now includes customer & job information.
