NeatWorks Digital Filing System Software for Mac [Old Version]

NeatWorks Digital Filing System Software for Mac [Old Version]
by The Neat Company

NeatWorks Digital Filing System Software for Mac [Old Version]
Our Price: $297.50
Availability: Usually ships in 4-5 business days
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Category: Software
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Software Summary

Manufacturer: The Neat Company
Brand: The Neat Company
Audio: English (Original Language)
Format: CD-ROM
Release Date: 2009-02-16
Platform: Mac OS X
Model: 00582
Product features:
  • 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

Software Reviews of NeatWorks Digital Filing System Software for Mac [Old Version]

Customer Review: Incredible piece of software
Summary: 5 Stars

CAVEAT - I just switched from PC to Mac (my life has started anew), so anything Mac is wonderful. BUT, I have been a Neat Receipts user for many years on the PC so I have a frame of reference to some degree. I absolutely abhorred the PC version and it took me hours to do my receipts. But you know the saying, "the Devil you know...".

Either Neat has recently come out with a much more stable/functional update to Neatworks for Mac, or the other reviewers here just had really bad luck or system problems. I can't remember using a more intuitive, functional and enjoyable piece of software, and my productivity has at least tripled. Neatworks takes advantage of the best of Mac capabilities, at least based on my limited Mac use so far. But there are a number of features that are just outstanding:

1. You can print any document using the normal Print/PDF menu item for any application and there is an option in the drop down for print to Neatworks, where you can automatically send the PDF into your receipts folder. It even automatically detects the type of item it is, receipt, contact or document, depending on the contents of the item. PC's don't have an equivalent function and you need to use something like PrimoPDF so this is partly a Mac improvement benefit, but nevertheless it is very seamless and much simpler than what you had to do with the PC version to get a PDF into the system. So it is two clicks from the point of printing your email receipt from a hotel to it completing the OCR and filling in the fields.

2. The interface alone is dramatically simplified. The PC version had a bunch of jumbled tabs that made it hard to navigate. Creating and managing folders is much simpler.

3. I have just started entering data, so I don't know about the 999 record limit or whatever was said in another review, but the application seems extremely stable and performs exceptionally well.

4. Probably the best feature of all - and it may be in the latest PC version but I'm not sure - is that once you scan in an item, Neatworks makes each part of the item available to you as a separate component that you can drag and drop directly from left to right into the item fields. AND - let's say the object that you are dragging includes a bunch of information in addition to a date, for example - as is the case with the "Subject" field of an email - it will automatically parse out just the date information from the entire subject line and put it into the date field of the item, perfectly formatted. I can't remember using any piece of software that has such intelligence.

5. It supports all of the best Mac interface capabilities (again based on my limited use so far), for example the two-finder zoom and pan features to zoom into a receipt to drag/drop information.

6. The video tutorials are excellent and very short, focusing on the key capabilities.

7. Using my old PC version of the Neat scanner with Neatworks for Mac was more than seamless - I simply plugged it into my USB port and Neatworks recognized it immediately.

8. The installation was seamless and fast - it asked me if I wanted to get the latest version and I said yes, and everything worked great from there.

Only one con so far:

1. It automatically puts all new receipts or other items directly into your "Inbox" and then you need to drag/drop the item into the specific folder where the item belongs. I'm sure there is an option to change this but I haven't found it yet. It would be nice to highlight the destination folder and it would put it directly in there.

So - and no I'm not a Neat employee or anything - you can check my other reviews - Neatworks is really a joy to work with.

I strongly recommend Neatworks without any reservations.

Description of NeatWorks Digital Filing System Software for Mac [Old Version]

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 informationżand 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.

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