All businesses, including startups, place a high emphasis on monitoring their funds. Your expanding financial management will maintain it on the right track. It helps in enhancing compliance and enables you to track your development. Due to a lack of funds to continue operations, many businesses fail. For certain corporations, hiring an internal accounting staff may not be viable.

However, accounting software may be helpful. You can keep your financial affairs orderly with the aid of NeatBooks software. The financial sector of a company requires ongoing concentration in so many different areas. With the platform, you can manage the records while concentrating on other important tasks.

Many firms are drawn to NeatBooks’ unique approach to financial balancing. They pay close attention to minor financial details to ensure you are on the correct track. As a result, they merit your gratitude. The service provider has received a lot of good feedback from their past clients. What you see is what you get when it comes to cost. Likewise, you can scale up or down depending on your business’s demands.

This review will walk you through the ins and outs of the program so you can determine if it will benefit your business.

Company Information

The service provider is a receivable-only software. It is a relative newcomer on the market that was released in 2015. Although Neat, the parent business, has been in the sector for over a decade, Netbook’s accounting solution was introduced in 2021. Their subscription service has assisted businesses in improving their bookkeeping. As a result, they have streamlined the difficulties young businesses encounter.

Becoming an accounting savvy is not a condition for being an effective business owner. When managing your funds, a program like Neat may greatly help. Consolidating your books and scanning receipts onto a single platform is possible with the service provider. Recordkeeping will no longer be a hard or time-consuming process thanks to the advent of this neat receipt software. In addition to retail and construction, they serve various industries.

NeatBooks was founded as an outside consultant to provide in-house financial knowledge. These individuals may be an extension of your group’s efforts in many ways. For them, it is all about creating a world where even micro firms have the opportunity to thrive. The program or website may be accessed from a mobile device, making it even handier. If you cannot figure out how to utilize their accounting system, training is offered. Likewise, their live assistance is there to help when you have a problem. Sadly, no payroll services are available, and they don’t have a CRM integration. They only allow downloading and organizing activities in your bank account using the accounting software.

Using software like Neat receipts, your activities from primary sources may be brought into online backup in four ways. They will gather data, such as dates, quantities, and suppliers, and store it in the appropriate web records. Keeping track of transactions is simple when they are compared to the original documentation. The program allows you to create and distribute customized reports and invoices. To develop good corporate financial choices, everyone requires a team or solutions like NeatBooks.

Service Focus

NeatBooks is a cloud-based financial management tool that offers many noteworthy features and functions. Your firm may prosper with a receipt scanner and other resources. These are some of the services provided by the platform, in case you are not familiar with them yet;

1. Monthly Accounting

Although many people are working on the books, having a second pair of eyes is still beneficial. The service provider knows how to take care of your online books like the specialists they are. You don’t have to worry about reconciling and categorizing your documents monthly. Your company’s actions might be based on accurate figures provided by them. In collaboration with your accountants, they will develop personalized reports.

You will have more time to focus on growing your business instead of worrying about expensive accounting mistakes. Basic accounting services are essential for any business to succeed. With this, you’ll be able to manage your money better and comply with all applicable tax regulations. This monthly accounting service is the next greatest part for a startup that cannot afford to employ a full-time accountant. To help your in-house accountants, this is an incredible guide.

2. Setup for QuickBooks

With QuickBooks, everything can be arranged right away. You may start setting up your figures using the software. They will educate your personnel and provide experienced advice, so you do not miss a step in expanding your company. Likewise, the platform lets you personalize reports and invoices and connect your bank accounts.

Your accountants may access records at any time and from any location. It’s the best option for a business; hence, don’t wait until the numbers are mixed up before looking for a solution. Establish a financial foundation that will serve your firm well for a long time. Although QuickBooks may take some time to get accustomed to, everything will go smoothly once everything is in place. Budget money aside to cover the costs of using accounting software like QuickBooks.

3. Training

When new workers are hired, a great deal of training is often required before fully integrating into your company’s culture. You may teach them how to utilize the capabilities of QuickBooks. As a result, you can better simplify your day-to-day activities. You may use virtual screen sharing to assist in training new employees. The Neat receipts software will generate personalized flow charts to help better manage your accounting and other chores. Contact the provider’s customer care service for assistance in acquiring a customized training plan. Once they have completed their training, new employees should have no problem fitting in and contributing immediately. They don’t have to adapt much since the training is done quickly.

4. Reconciliation of Files

Reconciliation is the process of comparing transactions to their original records. Clean up the books and ensure everything is in the correct file with the aid of this software. The documents might become messed up when you have a lot of work and new activities daily. If files are not well balanced, you may be unable to keep up with your responsibilities. Inconsistencies in your books might be the cause of any discrepancies you find. There’s a chance your reports aren’t accurate as well. Getting back up to speed is critical if you want to continue your business as usual. Once you’ve sorted out your figures, your accounting staff will be grateful for the assistance. A pricing quotation is needed for this service. Hourly rates are determined by the amount of work you must do on a given day. For tax time, file reconciliation will help you keep track of your finances. Having all of your fiscal information in order can make it simpler to file your taxes.

5. Help Desk on the Cloud

If you’re in a hurry and need help with one of your books, turn to virtual desk aid. You may use them to connect a new bank account. They will assist you in figuring out why your deposits aren’t showing up in your bank account. Using a premium service like Neat, you’ll save time and aggravation. The provider’s team jumps in and gets the job done in minutes or hours when a problem arises. For your benefit, NeatBooks will screen-share the whole procedure. You will learn what to do if the problem occurs again. They usually charge in 15-minute intervals for this service, which makes it rather expensive. If you know it will take a long time to solve your problem, make sure you have adequate funds set aside or devise an alternate plan. Reach the customer care team if you have an account problem that can be resolved in less than 15 minutes.

6. Integrations

The connections that NeatBooks enables are worth exploring. There are around four different ways to integrate your system. Using them will make it easier to maintain your contact list clean and your money in order. However, compared to the value of the services provided by the company, most competitors’ integration offerings are superfluous. Look at their list of interfaces and see if there are any that will benefit your business. Help is at hand if you have difficulties implementing the connections.

7. Scanning Tickets.

The NeatBook scanner is one of the most impressive services. All of your receipts may be scanned and stored in a single location. They protect at the level of banks. Confidentiality is maintained for your private data. Keywords and filters make it simple to find and search through saved information. When storing receipts with a third party, ensure you know how easy it will be to get the papers if you need them.

With NeatFiles, you do not have to sift through mountains of data to get what you need. Amazing is their fast uploading and matching of your receipts in real-time. Using their mobile application, you can have everything in check. Keeping an eye on where your money ends up and seeing whether it’s benefiting the company can help you make better decisions. They even provide a dashboard to help you monitor your expenses and cash balance. You can learn everything you need to do about a company’s direction by studying its spending habits.

8. Analyzing and Identifying

The program can do a 28-point book review. When a team manages your company books, you may assume a checkup is unnecessary. NeatBooks review, on the other hand, could serve as the most helpful tool for spotting potential problems. Accounts and activities that need to be improved will be examined as well. You may be unable to continue because of persistent negative sums in a statement. In uncleared monies, they’ll hunt for personal transactions and historical balances. Before giving you a report, they spend a lot of time reviewing the books you’ve read. You will get a detailed summary of their results in a statement. Even if they find problems, they will suggest how to proceed with your business. Once you have identified the root causes of the issues, finding long-term remedies will be much simpler.

Budget Focus

The annual neat cloud price is $432 or $40 per month. You may purchase the two other services individually if you don’t require all the platform provides. They incorporate the features of each of them. One is a basic billing tool called NeatInvoices (free), which works with a payment gateway called WePay to receive client funds. The other is NeatFiles, which gives unlimited online backup for your digital financial papers ($25 per month or $300 per year). The data gathering and processing capabilities of NeatFiles are identical to those of NeatBooks.

Frequently Asked Questions

Can NeatBooks be Used to Keep Track of Receipts?

Neat receipt software’s finest feature is the ability to record receipts. You may upload invoices, and the program collects the data before storing the source code in a secure database.

What Separates QuickBooks from NeatBooks?

With the accounting program NeatBooks, you can input any receipt to keep track of your expenditures. On the other hand, Neat QuickBooks is a complete program that addresses every facet of bookkeeping. This can be seen in the pricing, which is over $150 more than the company.

What Kind of Businesses Does NeatBooks Partner With?

Government agencies, non-profits, independent contractors, and small to medium-sized enterprises use the platform. Its services may help any company develop. They’re best suited for a massive corporation with a lot of sales volume. However, even for a small firm, basic accounting is essential. You decide the solutions you want and then pay for them.

Are There Any Free Trials?

There is a free trial available. The easiest way to see what they offer before spending money is to try them out for free. Certain features are worth paying for, and others aren’t worth it.

Does the Company Provide Training?

Using screen sharing, your new hires can see exactly how everything works in QuickBooks during training. The company uses Webinars and documentation. Your employees will benefit greatly from this coaching because it helps them understand the software’s functionalities and other accounting elements. Many things you didn’t understand will aid you in your business.

How Much Do NeatBooks Invoice Fees Cost?

No. Invoicing will not incur any additional fees. You’ll get it as part of an agreement. You’ll be able to customize the invoices you send to your clients now. For example, bank transfers, debit, or credit cards can be used by customers to make payments. However, the usual online transaction fees still apply. The only thing you will save is the service fees. Accounts receivable are a vital part of any company’s finances. Having the ability to use the services for free is a huge advantage.

If You Have a Problem, Can You Get Help from NeatBooks?

During office hours, the company provides live online help. The quality of customer service is perhaps the most important consideration for potential clients or employees. It isn’t easy to depend on their services if they don’t have trustworthy support. Reviewers have praised Neat’s competent live chat service in their evaluations. Even if you use another method to contact them, you may expect a faster response time if you use live chat. With their software, it’s clear that they’ll be there for you should things go wrong. Using accounting software such as QuickBooks on your own is not possible without the assistance of a professional.

Who Needs It?

If you run a small company with a bunch of receipts and business costs, neat receipts software is the best option for your accounting needs. When it comes to filing your taxes, integrated cloud storage and records management is important. On the other hand, FreshBooks is a great option if you require more in-depth accounting capabilities like time or inventory monitoring.

Some of the stages in the initial setup are mandatory, while others may be done at a later date. You must first provide your name, phone number, e-mail address, and the year your business was created. After that, you’ll be prompted to enter your bank’s login details to continue using the service. Checking and savings accounts, credit cards, and loans may be added to your account (no investments). You have the option to continue adding users or to leave the site. The last step is to access the Settings page from the main page. They encourage you to personalize your sections in this section. It includes a basic chart of accounts that you may edit.

Go Answer’s contact center services are intended to assist your company in flourishing at an affordable price. The corporation is aware of the challenges which businesses confront often. Hence, they aim to make your work a little easier. And courtesy of their contact center systems, you can focus on what matters most: growing your company.

They provide a broad range of services, like inbound sales, scheduling an appointment, and more, to help your company provide great customer support to all your customers, no matter what time of day it is. Because of this, Go Answer may be an option worth looking into for those looking for a means to manage incoming calls.

Company Information

It is no surprise that customers refer to Go Answer as a “partner” since it is a reliable firm with affordable costs and a great track record.

With 1888GoAnswer’s live phone answering service, you’ll get a broad span of services tailored to you and your problems as the customer. Their desire for consumer loyalty only exceeds client happiness. Go-Answer receptionists have the duty and basic aim of satisfying your customers’ problems as if they were interacting directly with you.

Those working at Go Answer’s healthcare department technical support have undergone serious coaching in everything from booking appointments to patient queries and concerns. Whether you operate a dispensary or a large hospital, 1 888 Go Answer gives personalized answering services to meet your specific requirements.

Currently, North American customers are Go Answer’s primary focus; the company has experience working with online retailers, legal firms, publishers, financial institutions, and real estate agents. When it comes to Go Answer’s employees, they take their time to become familiar with your sector so they can deliver the most competent services possible.

The company aims to provide the best possible customer service. Plus, their 24-hour multilingual Go Answer contact center has attracted international attention. They provide a plethora of options for businesses looking to outsource technical support services. Having a courteous receptionist to take your phone calls and messages would make working much more enjoyable for you. For this reason, Go Answer charges a price for its services since not every company can afford an in-house contact center.

Service Focus

Regarding inbound services, you can count on 1888GoAnswer to deliver. Upon appeal, the business may also provide outbound call center services. So, if you’re interested in learning more about this service’s contact center services, below are more details:

1. Answering Services

Your team members shall never miss an important call again, thanks to Go Answer’s efficient and first-rate call answering services. When you’re away from your workstation, you can still maintain a strong presence in the company thanks to this service.

2. Contact Center

For businesses, Go Answer’s experienced staff can manage emails, live online chats, and client service requests, in addition to taking your calls around the clock. All of these things go hand in hand and will assist you in increasing client happiness, retention, and loyalty.

3. Outbound Services

Successful businesses know that finding the right audience and delivering the appropriate message is important to their operations. Go Answer allows companies to outsource all of their outgoing phone calls to a team of highly-trained and experienced employees. To ensure that each customer is gruntled, the firm’s employees will efficiently perform all outbound phone calls.

4. Legal Intake

1 888 Go-Answer has a product specifically made for legal practitioners. The Legal Intake service allows you to delegate the management of all your leads, customers, and cases to outside professionals. There are many benefits to outsourcing some of your prospect generations to a third-party company, for example, getting a stable leads and saving your in-house staff valuable resources for other important projects.

5. Live Answering

Your business may benefit from the company’s live answering service, which can help you take calls around the clock. The scripts you give the agents ensure that all phone calls are properly handled per your company’s branding message.

6. Message Taking

The contact details of callers and their purpose for reaching out are saved by agents, who then forward the details to particular people in your company.

7. Client Support

Go Answer operators may handle incoming customer questions or grievances without the need to involve your business staff.

8. Order Taking

1 888 Go Answer agents may guide your customers through the purchasing course and accept orders. You may expect them to handle themselves as if they are staff members in your shop, taking orders as you would. Cross-selling and upselling may also be done with the aid of these people. Order taking and sales are some of the many services they provide.

9. Frequently Asked Questions (FAQs)

Customers are allowed to give Go Answer fifteen of their most commonly asked queries to better serve the callers.

10. Consumer Retention

1 888 Go Answer’s Agents may also provide comprehensive client retention services, including trying to appease disgruntled customers. To keep your customers happy, agents may send out coupons on your behalf.

11. Virtual Receptionist

The Virtual Receptionist is good whenever you want to simplify daily tasks and ensures company steadiness, even during stressful moments when staff members are unavailable. And for those who need to manage the receptionist duties more efficiently, the rostrum’s last service is here to assist you.

12. Email and Text Message Notifications

All subscriptions come with email and text alerts, irrespective of the plan. These alerts tell clients about any account alteration, meetings rescheduling, or script changes.

13. Client Portal

The company has a portal where customers can access their information in real-time, for example, minutes used or remaining, phone calls received or results and the mean period of the ring. Also, through the online portal, you can customize scripts deployed by agents to answer customers’ queries. The changes done to the script are real-time. Hence, letting agents deploy the brushed-up script immediately.

14. Web Chats

In today’s world, live chats are a need for every business. Hence, Go Answer will manage your online chat questions and serve your customers with relevant answers. As a result, they allow you to be available every moment, even if you’re doing other tasks. There is no need for customers to feel like they are being side-lined.

15. Call Patching

When the need arises, calls are routed straight to your appropriate the designated person at no extra cost.

16. Smartphone Application

As a client, you’ll be given access to a mobile app. Hence, letting you keep tabs on the status of your account at all times. Ensure you have enough money set aside by checking your leftover minutes. You’ll access reports at any time. You may unearth the typical length of a phone call. By monitoring everything yourself, this software makes the corporation more responsible.

17. Bilingual Support

1 888 Go Answer employees are good in both English and Spanish. It’s usually a good idea for your technical support to be able to communicate in many languages. Multilingual assistance may be useful even if your customers speak English as their first language.

Budget Focus

1 888 is cheaply priced; on the other hand, the most fantastic per-minute use prices are at higher volume levels. No matter your monthly membership level, you’ll get all basic services for free. This is a refreshing change from other contact centers, limiting functionality reliant on the plan you choose to subscribe to.

• Pay as you go: USD 50 monthly
• 100 min: USD 110 monthly
• 250 min: USD 250 monthly
• 500 min: USD 475 monthly
• 1,000 min: USD 900 monthly
• 2,500 min: USD 2,200 monthly
• 5,000 min: USD 4,200 monthly
• 10,000 min: USD 8,200 monthly
• Custom plan: Customers with more specific requirements may work with Go Answer’s Sales team to create a bespoke solution that meets their needs.

Some more capabilities may be bought as add-ons to Go Answer.

It is possible to use this system for thirty days at a time with no long-term obligations. 1 888 is a scalable solution appropriate for scaling up businesses with changing call levels since you may modify your package at any given time, depending on predicted call volume.

1888 gives one of the cheapest hourly rates for devoted agents: $14.50. Even though contact centers need at least five committed workers on an entire eight-hour shift, this may be pricy. So, if your business receives a generous number of calls or conducts outbound promotions specifically designed, using devoted agents is the cheapest alternative.

A $75 one-time set up cost is associated with the service; on the other hand, you will be wanted to pay this if you use the company’s free trial. Although the startup price is higher than the other technical support services we researched, the free trial duration is longer than those presented by the competition.

Frequently Asked Questions

What is Go Answer?

1 888 Go Answer is a respected subcontracting firm that gives companies great help for client service in the legal, real estate, and publishing sector in addition to e-business. Via multiple channels subcontracted center systems, Go Answer aims to ensure that customers don’t miss any chances. Its client support technicians are available to reply immediately via online chat, phone call, and email, irrespective of time.

What is the purpose of 1888 Go Answer?

In addition to taking the message, the rostrum gives various other services. Live agents are available to help your customers with issues bugging them. Using the platform, you can rest easy knowing that your customers’ order information is safe. It also includes a meeting scheduling system and a dashboard for accessing all of your relevant data.

Why hire Go Answer call center service?

From Coldwell Banker to Market Action Research, Go Answer’s clientele have given it high marks for trustworthiness. To further assure you of its reliability, it is also authorized by the BBB.

Where are Go Answer’s Corporate Headquarters?

The headquarters of Go Answer is in Garden City, New York.

What Happens If There Are Unused Minutes At The End Of The Month?

You must make the most of your time with 1 888 Go Answer because no rollover minutes are available. Hence, choose the optimal price package for your company’s requirements. Count the number of phone calls your business makes every month. Overestimation will result in an endless supply of minutes that will be squandered.

Which sectors does 1 888 Go Answer cater to?

The company provides solutions for various markets, including healthcare, energy, transportation, banking, and consumer goods.

Approximately how much money does Go Answer bring in Every Year?

Go Answer’s yearly income has not been released.

Do they have the Ability to Answer Several Calls At Once?

The firm may handle a hundred incoming calls simultaneously for your account. Nobody will ever get a busy signal while calling your number. If you’ve been having trouble getting through, your phone provider is probably to blame. It’s usually a good idea to inform your phone service provider that you’ll be rerouting your calls to the contact center. Contact center services are an incredible advantage since they can manage a large volume of calls compared to your workforce.

What Languages are supported by Go Answer’s Software?

It’s possible to use Go Answer in the following languages: English.

Is there a smartphone application for 1 888 Go Answer?

Go Answer does provide a smartphone application.

Is there a free trial available for 1 888 Go Answer?

No, 1 888 Go Answer does not provide a free demo.

What is the price of Go Answer?

1 888 Go Answer has a monthly subscription price of $50.

For how long can my Customers expect to be on hold?

Using Go Answer, you may be confident that your phone will be answered within 20 seconds. Hence, callers won’t wait for long because of their quick response times. They’ve clocked in at a time that’s 30 seconds faster than average.

Will my callers be greeted with a message while they are on hold?

Regular hold music will be playing for your clients. You may do so for those who like a more personalized message or music choice. Maintaining consistency throughout your calls is made more accessible by personalizing your message.

Strengths

• The Best Inbound Call Center

Since it provides a wide range of capabilities at affordable monthly rates, 1 888 Go Answer was a top pick for inbound contact services. Personalized plans may be created for enterprises that need roughly 10,000 minutes of data storage space. The company simplifies scaling up or down according to your needs.

• Best Customer Service

Customers rave about how well the firm treats them. But they’re also a pleasure to work with since they’re so personable and knowledgeable.

• Extremely Competitive Pricing

It’s pretty affordable to use Go Answer, and if you feel like it’s not fulfilling your aim, you can always upgrade to a bespoke solution or use the pay-per-use model.

• Customers can Curate their FAQs

The company urges its customers to craft their FAQs of virtually fifteen, so the Consumer Support team can better help the customer’s callers.

• Bilingual Support

Spanish-speaking callers can get help from Go Answer, which provides bilingual services.

Weaknesses

• Faulty Live Chat

When the company’s customer care reps are occupied, the company’s chat help doesn’t operate at all. Plus, their site is riddled with broken links, making it challenging to learn about all of their contact center services.

• It’s not Very Affordable

Although the 1 888 platforms are competitively priced, it’s not the most affordable alternative. As a matter of fact, its per-minute charges get competitive with its expensive packages. Fortunately, the platform isn’t a tiered service. Hence, although you select the cheapest package, your business is allowed to use all the important services that the rostrum offers. Regrettably, this isn’t the scenario with most of its rivals.

• Outbound Services on a Case-by-Case Basis

No matter what the situation, Go Answer explicitly provides outbound services on a personal basis. As a result, it is hard to evaluate the outbound services that the business offers. The company demands an analysis of your requirements before developing an outbound strategy for your company.

Who Needs It?

Any business needing a call center should turn to 1 888 Go Answer. Their services are available to anyone who makes less than 100 minutes of phone calls each month. Its “pay as you go” model lets small companies pay for only what they use. The company has previously worked with businesses within the legal sector, medicare providers, and online retailers. Many of these companies have found that Go to Answer has made it easier to communicate with customers.

Go Answer’s Call Center deals with phone calls, SMS, emails, and live chat. And you might reap heavily from these capabilities if you carry out appointment booking or prospect development via emails and phone calls. In addition, the company is appropriate for you if you want a 24-hour contact center. It’s the ideal approach to guarantee that you provide each customer the attention and assistance they deserve. Using Go Answer may help if you have Spanish-speaking customers and your employees don’t know the language well. Customers who speak English and Spanish may be served by this company, which is multilingual.

Opinion

When it comes to inbound contact center services, we recommend Go Answer. It provides a wide range of features and a variety of price options.