The Neat Company - NeatWorks for Mac : Scan PDF Documents : Scan OS X : Mac Scanner :

By: The Neat  09-12-2011
Keywords: Tax, Business Cards, Business Card


Piles of receipts. Stacks of business cards. Reams of paper. Of course, what you really need is the information trapped inside them. That’s why we’ve developed software that intelligently identifies and extracts key data from your documents, so you can organize, share, and securely store all your important information on your Mac.

Transform your paper into information. NeatWorks for Mac uses patented OCR and parsing technology to capture the more important information from your receipts, business cards, and documents – then automatically organizes it in an easy-to-use database system.

A natural on the Mac. Not just a watered-down version of our PC software, NeatWorks for Mac was built from the ground up to integrate seamlessly with Mac OS X. It features drag and drop functionality, Smart Collections, and is completely integrated with Spotlight – so you can find any file with a simple keyword search. Files are saved natively in PDF format, and you can even send e-documents to NeatWorks from the Print dialog in any application.

Key Features:

Scan in receipts to:

  • Create expense reports
  • Keep records of vendors, dates, totals, even sales tax
  • Assign tax categories to receipts and keep digital copies for tax records(accepted by the IRS)
  • Export data to Excel® or Quicken®

Scan in business cards to:

  • Capture contact information
  • Save original image of business card with each contact
  • Send contacts to Address Book
  • Sync contacts to your iPhone or mobile device

Scan in documents to:

  • Capture text that you can edit
  • Organize documents in your digital filing cabinet

Organize Your Information:

  • Create separate cabinets for multiple businesses, projects or time periods.
  • Organize documents in folders and subfolders so you can keep relevant items organized together.
  • Create Smart Folders based on specific criteria such as vendor name and category.

New! NeatWorks for Mac Version 3.5

The latest version of our NeatWorks for Mac software makes it easier than ever to transform your paper into information:

Improved Features & Functionality

  • OCR is 40% more accurate than previous versions. This means less data entry and highly reliable search results.

  • Performance optimizations have resulted in faster folder loading and faster image processing times so you can work more efficiently.

  • Customizable fields enable you to show and track just the information you want for receipts, contacts and documents.

Reporting and Tax Enhancements

  • New Tax Reports enable you to roll up tax deductible expenses by category to speed up and simplify tax preparation.

  • New Export to TXF feature lets you send tax data directly to TurboTax.

  • Reports are now a view of your data. You can make live updates to layout and data to see exactly what will print or be saved without previewing. Plus, report templates can be saved for future use.

Expanded Support for 3rd Party Formats and Scanners

  • Data and images can be exported to Excel and Numbers so you can easily graph, chart or track data.

  • Compatibility with all current Fujitsu ScanSnap scanners.

Keywords: Address Book, Business Card, Business Cards, Data Entry, Digital Copies, Digital Filing, filing cabinet, Image Processing, Organize Documents, Performance Optimizations, Sales Tax, Tax,

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New file folder structure lets you organize your receipts, business cards, and documents in the way that makes the most sense to you. Save digital copies of receipts and records of vendors, dates, and totals. Keep track of expenses for tax time (records accepted by the IRS. Create expense reports and manage business and personal expenses.


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The Neat Company - Solutions

Tax Preparation Assign US or Canadian tax categories to receipts and other tax documents and create PDF tax reports. Digital Expense Reports Scan receipts, export data to PDF or Excel Expense Report templates and email the report. Protect Against Natural Disasters Maintain records of purchases for insurance purposes in case of burglary. Financial Management Scan and organize financial documents and run reports to track spending.


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