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It’s important to understand how Neat categorizes the items you add to the Digital Filing System. Neat recognizes every item as
a Receipt, Contact, or Document, each with its own characteristics.
BEFORE YOU SCAN
Receipts
Neat instantly captures information
like Vendor, Date, Amount, and
Payment Type. You can choose a
tax category for each receipt, add
comments, and run reports.
Contacts
Neat transforms business cards
into digital contacts, recognizing
and recording Name, Address,
Company, Email Address, Phone
Number, and more.
Documents
Neat runs Intelligent Text Recognition
on every word of every document,
making everything you scan keyword
searchable, so it’s easy to nd exactly
what you’re looking for.
Every time you scan, Neat uses “Intelligent Text Recognition” to read
and recognize the text in your documents. It even understands the
type of document and fills in appropriate data fields.
Transforming Your Information
Getting Started with Neat
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e-Receipts and Digital Documents
You can use the Send to Neat feature to add any digital document (web page,
MS Word document, PDF, etc) or image to your Digital Filing System.
Learn more about Send to Neat.