Transforming Your Information
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.
BEFORE YOU SCAN
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.
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 find exactly what you’re looking for.
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.
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