Editingthe fields and adding in information to what was missing or picked out incorrectly was extremely simple. It is also faster than having to type in everything at once and each receipt one by one. One issue that I had with the scanner though is that you have to place everything face down and it only gets the information right about 60 to 70% of the time, which is still better than having to do everything by hand.
Thanks for the down and dirty. I have decided to look for a deal on one of these after A: A ton of online research and , finally B: After reading this review. Thank you for taking the time and for sharing.
My wife has used Neat Receipts for a couple of years for her small business, and loves it. It is not the fastest around, but it handles the paper cash register receipts better then anything else she has tried.
Years ago in a former life I sold copiers - Canons. Canon had an awesome belt paper feeder that would handle absolute garbage and move it across the glass with very few errors. I use to demo the feeder by crumpling the paper and stacking it with another piece of paper I had torn almost all the way through and torn pieces off of. Anyone still making hardware like this?
if you are looking at neat - you should look at doxie - - yes it is not industrial strength - but at the price point - buy one for each person - small enough to carry on the road - doddle to use - scans - files - OCR #justsayin
I have been using Neat for quite a few years with the portable scanner. I like the software but my scanner needs upgrading. Was thinking of going to the ScanSnap Ix500. Anyone know if I can use this scanner with the neat software? I read something about Twain not available?
There are quite a few complaints from users on Windows as well as Macs about the Neat scanners. Seems most of their products were either portable scanners or desktop scan->file devices. They seem to have abandoned the product line.
With Cloud technology and smartphones, there are now many ways to scan receipts and documents using an App that can generate a PDF and dump the output to a cloud storage drive. OneDrive does this very well and Microsoft Lens App as well along with many others. My company uses the Concur system for travel and expenses and their mobile App can scan receipts from your smart phone, perform optical character recognition (OCR) and when the bank charges arrive, automatically match the receipts to the credit card charge and generate a automatic expense report line item. All of this effectively makes portable scanners as obsolete as fax machines.
If you need a upright sheet feeder desktop scanner to digitize a lot of documents, Fujitsu, Canon, and Epson have some nice products that work with Mac. Shop around, look for Mac specific ratings and reviews. VueScan is an excellent software package that can revive many popular old scanners whose manufacturers have dropped support. But it doesn't support everything. It doesn't work with the Neat scanners as an example.
Giving this thread a little bump. Eric, I wondered if you had any success in acquiring a NEAT Receipts Scanner for some testing. Also wondered if anyone else has been using it, and if so, what kind of results are you having?
Thanks for any words of wisdom.
I just downloaded an update to my NeatReceipts software, and was surprised to find they had changed the app name name to NeatWorks. The release notes for v2 noted a lot of changes, including the ability to scan and analyze business cards and put them into your Address Book. It also creates searchable PDFs and exports to Quicken. They added support for Canon, HP, and ScanSnap scanners.
Giving this thread a little bump. Eric, I wondered if you had any success in acquiring a NEAT Receipts Scanner for some testing. Also wondered if anyone else has been using it, and if so, what kind of results are you having?
I am glad to see some discussion on the Neatworks software on this site. I pruchased the scansnap S510M, its a great scanner. It came with a boat load of software, and yet the Fujitzu sales rep also recommended I go directly to Neatworks and pick up the neatreceipts software, as my goal was/is to clear out all the receipts, and papers, etc, cluttering and reduce my filing, ie, shred, shred, shred.
Now, the only solution is for you and neatworks to operate together. I would like to have each document go through both of your software packages, so I can get the best of both worlds. In a perfect world, I would want it to be an automated process managed in the background, so that I would only have to scan one time.
Neat Receipts Professional software requires that your Windows PC be running Windows XP (SP2) or Windows Vista although the 64-bit versions of either Operating System are not supported. Additionally, if you are using Service Pack 3 for Windows XP, you will need to download a new installer from the Neat Receipts website to install the required drivers and software. In addition, your PC must have at least 1GB of RAM and 1GB of hard disk space for the installer. The database that the installer creates can scale up to an impressive 40GB in storage space which, according to Neat Receipts, is approximately 1.5 million receipts! It is important to note that you must install the software prior to connecting the Neat Receipt scanner to your PC so it can function correctly. In the Neat Receipt box itself you will find the install CD-ROM, USB cable, Desktop stand as well as a wall mount bracket, a calibrating sheet to calibrate the scanner and a cleaning sheet to clean it.
After installing the required software and opening the Neat Receipts application, you will see that is intuitive and clearly laid out. On the left-hand side will be the scanned receipts you are viewing. If you do not have any receipts scanned or selected you will see a graphic of the Neat Receipt scanner. The top of the main display is the folder listing. These folders are how your various receipts are stored, keeping things neat (pun fully intended) and organzied. You have several options on the folders including things such as business documents, expense reports and so forth. Depending on what you choose, the various fields that can fill out will change. It is not required that you create a folder for your receipts but it will make it much easier to keep yourself organized, especially if you have a lot of receipts. The middle of the main display is the listing of your receipts in a particular folder. From here you can see the various receipts, organize them and indicate which ones are things that you should be reimbursed on by your company. This is particularly handy if you have an Expense report folder set up as it will keep track of the amounts for you automatically. I will discuss the scanning of receipts a bit later in the review. Finally, the bottom of the display shows various bits of information regarding receipts and your user profile. I will also cover this in more detail later in the review.
Another nice feature of Neat Receipts Professional is the Report tool. This tool allows you to create either a based on folder or receipt information and generate the reports based on client, location, project or vendor or how the items was purchased. I equate the report function that that in Quicken. It works quite well and provides you a simple and easy way to see where your money is being spent. The advantage to generating the reports here in Neat Receipts over a finanacial application is that you will not have to filter results as much given Neat Receipts will likely be the single storehouse for your business expenses.
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Once in a while a piece of technology comes along that blows your mind. For me, a gadget which takes the drain out of a task I dread and makes it simple, easy, and gets me through it fast will score 5 stars in my book, and there is no task I dread more than doing my taxes every year.
Let me take a moment to tell you how my taxes work. As a small business owner, I hire an accountant every year to submit my taxes. To make her happy, my receipts have to be organized into monthly piles and sorted for things like food, gas, and office costs, then entered into a spreadsheet. My husband also has a business, and his receipt pile is much, much larger than mine. Sorting receipts for taxes is at least a 5-hour job (or longer) at my house, not to mention how long it takes to enter them into the computer.
Place a receipt in the scanner, hit the scan button, and watch your receipt appear on the screen. For the most part, the Neatworks 4.0 software will automatically recognize the amount, taxes, date of purchase, and the name on the receipt. I noticed it worked perfectly for receipts printed with dark ink, but those that have faded required a quick once over and a manual input of a name or checking on the amount.
Neatworks also compiles all of the data and exports it into expense reports, spreadsheet format, Quick Books, PDF, and Turbo Tax. Just scan, sort into folders, and send it off to your accountant or file your taxes.
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