NeatWorks Digital Filing System Software for Mac
December 11, 2009 | Posted by admin 
- Scan in receipts to create expense reports, keep records of spending and save digital copies for tax purposes
- Scan business cards into your Address Book
- Scan documents to capture text that you can edit. Create searchable PDF’s
- Software works with Neat and other scanners
- Organize your documents into separate libraries. Import PDF copies of business cards, receipts and documents stored on your hard drive
Product Description
NeatWorks Software for Mac enables you to scan receipts, business cards and documents so you can organize, store and secure all your important information using a compatible scanner. The patented technology identifies and extracts the important information¿and automatically organizes it for you. Transform receipts into expense reports, scan business cards into Address Books contacts and create searchable PDF files from any document. Export information to PDF, Excel and Quicken. NeatWorks for Mac was built from the ground-up to look and feel like the OS X applications you use. It features drag-and-drop, multiple views, ¿print to¿ NeatWorks functionality and imports e-receipts. NeatWorks software is compatible with the Neat Mobile Scanner, Fujitsu S300 and S510M, HP Officejet J6480, Canon Pixma MP480, Canon Pixma MX410
NeatWorks Digital Filing System Software for Mac
Categories: For Mac | 
Tags: Digital, Filing, NeatWorks, Software, System | 
5 Comments »
I’ve used the Windows version of NeatWorks for several years and I love it. However, the Mac version is a mess! I use NeatWorks with a Neat Receipts scanner. The recognition engine makes multiple mistakes per receipt and gives me a recognition error message on about every third receipt. As others have pointed out, it’s also missing key features that make the Windows version useful, such as credit card recognition from last four numbers, exporting data and receipts to Excel, capturing submission date, etc. I’m going back to the Windows version will wait for a major update.
Rating: 1 / 5
After trying this product, I found that it simply didn’t meet my workflow needs. It wanted to be the database of record for my receipts, but I have to keep the receipts with the expense reports I file. I found the Fujitsu Scansnap S300M scanner and software perfectly met my needs except filling out my expense report for me…
Rating: 2 / 5
I have had this software for 24 hours and loaded in gobs of receipts. Bottom line, I’m exceptionally pleased with the software, it is worth the cost I paid for it.
I purchased the bundled scanner and software together at the Apple Store in Carlsbad California on 03OCT09. I needed to get expense reports out and can only file in digital format. Normally I would have scanned them in advance of the trip using my Fujitsu 510M (which I love, and am very happy with), but I was buried prior to the trip and didn’t have time. With the Fujitsu, I just scan everything in and have an anal retentive directory structure and naming convention for managing my receipts, so they all fall together in the right directories, then I file my expense reports using my company excel spreadsheet. Anyhow…
The scanner AND THE SOFTWARE are very very very well done and I suspected that I would just use this as a way to get by on extended trips. However, since the NeatWorks software found my Fujitsu as well, I will likely be using it rather than my old system. I was just floored by the way it processed the receipts and found so many of the values and put them in the right spaces in the database. Its also very nice that you can drag and drop values, crop, and easily enter in new fields in the db if you want. As I travel internationally, I needed a way to reflect receipts in different currencies. So I added it as a “currency” type and now it even gets summed up with all the other numerical values.
The basic motif of the UI is like iTunes. I don’t really like iTunes that much, but it works very well in this case. In particular is the way you group sets of receipts like smart play lists based on whatever field in the DB you want. I like this.
If I was to add anything, it would be editing. I like to add notes right onto the receipt for when they get printed out. Currently I use PDFPen for this. Another piece of software that is so good, I use it in place of the preview app that comes with OSX. It would be wonderful since PDFPen is so reasonably priced if Neat would consider perhaps licensing their editing capabilities? Just a thought.
Anyhow, I will demo this to people willingly as an app that will save time and improve quality of life because it allows you to become significantly more efficient at a task that I really hate doing. Those who see it will freak out, then run and buy it.
Rating: 5 / 5
I would double check the scanner compatibility list very carefully before buying. Doesn’t work with most models of HP scanners. I bought this in the Apple store, I asked the assistant, will this work with my HP5370C, Oh he said, you have an HP, it works with most HP models. Usually he is right about that. When I got home I went to their website, wrong! It works with very few. Thought I might even replace my scanner, like to get a laser ALL-IN-ONE but unfortunately it doesn’t even support anything I would buy. Software NEVER got used. And yes it I am sure it works with their own $400-500 specialized scanner. Who wants TWO scanners taking up desktop space.
Rating: 1 / 5
I’m using this a NeatDesk scanner, and the color scans on a Mac are nearly too dark to read. I spoke with Neat Co technical support who said this was a “known issue” with the Mac software drivers and they were working on a resolution, but they couldn’t give an ETA. They said my options were to wait for a fix or return my scanner.
I can’t believe they’re selling “Mac specific” software that doesn’t work on a Mac. Don’t buy this software until they remedy this problem. The current version I have (with the problem) is version 2.1.6 (216014).
Rating: 1 / 5