NeatReceipts Scanner and Software for Expense Management and Reporting

From the Manufacturer

NeatReceipts is the easiest way for individuals to organize finances, track expenses, prepare for taxes, and create and send expense reports. The NeatReceipts package includes the proprietary NeatReceipts software along with a lightweight, color, portable scanner and carrying pouch. Using the system is as easy as 1-2-3: just scan, save, and track.

Features:

• Makes permanent digital copies of all your financial papers–NeatReceipts comes with a free, high resolution portable scanner. All you have to do is scan your receipts, invoices and other financial documents through this scanner, and our software will save permanent copies that you can depend on for years to come!
  • Eliminates financial data entry, simplifies expense tracking–Using patent-pending SmartScan technology, NeatReceipts extracts all important information from each receipt including date, amount, vendor and payment type. It then organizes all this expense information into a searchable expense database.
    • Speeds up tax preparation–NeatReceipts allows you to leave digital comments on receipts and mark them for tax purposes. During tax season, retrieve all the marked receipts with ease and review those comments for easy preparation. NeatReceipts stores each receipt in a secure digital format that is accepted by the IRS.
      • Integrates with QuickBooks, Quicken, Money, Act!, Peachtree–Export to QuickBooks, MS Money, Quicken and most other financial software. By automating data entry and making it easy to export to other software, NeatReceipts makes sure you never have to type information into your financial software again!
        • Automatically creates expense reports–Automatically creates expense reports from scanned receipts and attaches images of the original receipts for simple verification. Users can email these reports from within the software or export them into PDF, DOC, XLS or HTML formats.
          • Simplifies auditing and verification–Each expense is shown next to a high resolution digital copy of the corresponding receipt. By making verification such a snap, NeatReceipts Enterprise reduces the time spent by approvers and auditors by over 60%.

            SmartScan Technology
            Using advanced Optical Character Recognition, SmartScan technology (patent pending) extracts key information from your receipts, such as date, amount, payment method, expense category and vendor. SmartScan really is smart! It actually learns to associate an expense category (such as meals or lodging) to a particular vendor (brands such as Starbucks or Hilton) so you don’t have to type in the information each time. This ensures that your financial records are filed consistently and with minimal effort.

            Portable Scanner
            Each user of NeatReceipts receives the NeatReceipt scanner–a lightweight, portable, durable color scanner.

            • Connects to computer via USB
            • USB powered, requires no external plugs or connections
            • Scans six receipts or three legal size pages per minute
            • Measures 10 by 1.5 inches by 1.5 inches
            • Scanner weighs 340 grams (12 ounces)
            • Linear, color, CMOS image sensor
            • Requires only 0.2 W of power from computer during scanning

              The expense report PC software was designed with this scanner in mind and offers unmatched functionality:

              • Auto-sizes any scanned receipt or document
              • Auto-crops and auto-rotates any scanned receipt or document
              • Scan widthwise or lengthwise — the image will appear upright in image viewer
              • Powered by USB port, so no plug needed (it’s truly portable!)
              • Scans quickly and easily without opening and closing scanner lid (flatbed)
              • Small, portable and lightweight. Perfect for the office, at home or on the road.

                Integration with Other Software
                NeatReceipts can export all extracted and entered information to Intuit QuickBooks, Intuit Quicken, Microsoft Money, and other accounting software (through IIF and CSV formats). In addition, expense reports can be created in a variety of formats, including Microsoft Excel (XLS), Microsoft Word (RTF), Adobe Acrobat (PDF), Microsoft Access and other databases (CSV), Internet Explorer, Mozilla, and Netscape (HTML).

                Advanced Search Capabilities
                NeatReceipts has advanced search capabilities that allow you to find expense reports and receipts with any combination of criteria, including time period, project or client information, total amount of expense report, total for any category or expense amount, expense purpose, payment class (billable, reimbursable, paid by company, personal, taxable), or payment type (cash, name of credit card, check).

                Linking Receipts to Expenses
                A high resolution image of every receipt is stored right next to its corresponding expense. This makes verification of expense reports a snap. The receipts are stored in a secure digital format, and cannot be edited once scanned in. The IRS accepts our secure digital format and this means you can throw away your tax-related receipts once they are scanned into NeatReceipts.

                File Folder System
                This feature helps you organize and manage your receipts and transactions easily and quickly. It’s simple: the open folder is the active folder. The contents of a folder are displayed in the receipt grid when a folder is selected. You also scan into the selected folder. You can create, delete and rename folders to fit the way you work. For instance, if you file your taxes quarterly, you can create folders for each quarter nested into an annual folder. Reviewing your taxes becomes a snap; If you want to view transactions from a specific quarter, simply select that folder. If you would like to review or compare all the transactions for a year, simply select the annual folder and then click the “Include Receipts in Sub Folder” checkbox in the receipt grid.

                Document Manager
                Like the receipt manager, the document manager makes scanning and organization of documents simple and effective. You can attach data to a scanned document so it can be easily located days, weeks or months after you have filed it. Use this feature to keep track of and search for articles, business card, faxes, legal documents and much more.

                What’s in the Box
                NeatReceipts scanner, upright stand, carrying pouch, USB cable, software CD-ROM, setup and operating instructions, warranty/service information

Portable USB scanner; organizes your professional and personal finances
Makes permanent copies of receipts and invoices
Reads information from receipts and stores it in a searchable database
Stores tax-related information with each expense; tracks deductible expenses
Exports to Quicken, Money, QuickBooks; creates reports in PDF, XLS, HTML, and CSV