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HOW IT WORKS:

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NeatWorks for Mac

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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 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.

Plays nicely with others. NeatWorks for Mac is compatible with the Fujitsu ScanSnap scanners, as well as many popular models from Canon and HP. For a complete list of supported scanner models, please click here. 

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Key Features:


Scan in receipts to:

  • Create expense reports
  • Keep records of vendors, dates, totals, even sales tax
  • Save digital copies for tax documentation (accepted by the IRS)
  • Create your own searchable library of information

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:

  • Create searchable PDFs
  • Capture text that you can edit
  • Organize documents into collections

Organize Your Information:

  • Create separate libraries for multiple businesses, projects or time periods.
  • Organize documents by collections so you can keep relevant items organized together.
  • Create Smart Collections of receipts or documents based on specific criteria such as vendor name and category.
  • Import PDF files stored on your hard drive or send electronic files directly to NeatWorks through the Print dialog box.

How can NeatWorks for Mac help you?

The Neat Company develops robust digital filing systems with a wide range of features and functionality. Our customers are always finding new and exciting ways for our products to help them conquer paper clutter – click here to read some of our favorites!