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Document Management Solution for Small Business

Learn how to turn piles of receipts, business cards and other documents into efficient, secure digital files to manage less paper, improve productivity and streamline data management and retrieval. Integrated scanner software/hardware solution converts documents into digital formats including searchable spreadsheets, as well as Microsoft Word, Excel, PowerPoint and Outlook files.




Why Document Management Solution?

Time and money are two of the scarcest resources for any business and if you’re spending time sifting through piles of paper to locate business or personal data, or manually typing in documents to make edits to them, you may be wasting both.

With an integrated software/hardware scanner solution, you can scan in business expense receipts, business cards, invoices, media clippings, financial and other documents to manage and retrieve data. With a Scan to Office solution you can scan directly to Microsoft Word, Excel, Outlook and PowerPoint to support immediate editing. These features not only save your business both time and money, but also improve reporting capabilities, tax filing and accounting systems.

How to Manage Documents

Managing documents involves purchasing a scanner hardware and software solution that converts your paper-based data into searchable digital-based data. In 3 easy steps introduced below, you can transform paper into information that works for you and your business:

  1. Scan in receipts, business cards or documents where key data (date, amount, vendor name, and payment type) is identified, extracted and organized
  2. Generate expense reports, digital contacts, tax records and searchable PDF documents
  3. Send information to Excel®, Quicken®, QuickBooks®, TurboTax®, and much more

Scanning to Microsoft Office Applications

Eliminate the need to retype anything into Microsoft Word, Excel, PowerPoint or Outlook. With a scanner to Office solution (http://www.neatco.com/products/neatscan-to-office), a toolbar is added to each of these Microsoft applications on your system so that you can...

  • Edit documents in Word,
  • Manage contacts in Outlook,
  • Create expense reports in Excel,
  • Add images or text to PowerPoint presentations, and
  • Save files as PDF for uniform searching.


This includes any documents, images and text such as contracts, specification sheets, handbooks, financial statements, resumes and other routine forms of written business communications.

Document Solutions by Size of Business Needs

Depending on the size of your business needs, there are choices to document management solutions. For example;

What is OCR?

OCR, or Optical Character Recognition, refers in general to the electronic data translation of printed text into machine-editable text using a scanner for the purpose of improving data access. Through the use of OCR technology, data can be better organized, secured, stored and retrieved. Other terms used to describe the process and benefits of this technology include:



The bottom line is that technology exists for converting paper-based data into an organized, digital-based spreadsheet system that provides robust search and reporting capabilities to support such administrative efficiencies as IRS reporting; personal and business expense tracking, contact management and much more.

"Go Green" and Other Benefits to Document Management

Considering the statistics below, managing your documents using the right scanner software/hardware solution is good for the environment and good for your business bottom line:

  • An average company incurs labor costs of $20 to file a document, $120 to locate a misfiled document and $220 to reproduce a lost document
  • The average document is copied 19 times before being permanently archived or destroyed
  • The average office worker generates 2 lbs. of paper waste per day

10 Great Reasons

Below are 10 great reasons for transforming paper into information that works for you and your business.

  1. Unlock the information trapped in your paper
  2. Easy to use, intuitive application for managing business and personal paperwork
  3. Solutions to fit any size business need
  4. An organization system for documents
  5. Integration with Microsoft Office applications
  6. Easy export for interfacing with Excel®, Quicken®, QuickBooks®, TurboTax® and PDF for IRS and other reporting requirements
  7. Proven and real benefits as demonstrated from others using document management technology
  8. Instructive online tutorials and helpful articles to ensure productive implementation and results
  9. Improve document archiving, indexing and retrieval to improve productivity, efficiency and profitability
  10. Save time and money handling less paper and accessing more information

Where to Begin

To begin unlocking the information that's trapped in your paper, select from any one of the following options:

  1. Subscribe to newsletter
  2. Chat Live
  3. View Video Tutorials
  4. Request Contact
  5. Visit Online Store

About Your Educational Champion

The Neat Company "Founded in 2002 as a scanning solution for streamlining the expense reporting system, The Neat Company today offers a full range of products and complete systems to effectively managing paper clutter for individuals and businesses of all sizes. Using integrated patented software technology and hardware solutions, The Neat Company products transform data contained in paper into information that can be organized, stored, secured and activated. The Neat Company is a privately-owned company headquartered in Philadelphia."

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Note: This information has been compiled by Knowledge Institute for educational purposes only in order to convey a general overview of the options and related services available to small businesses in the subject areas introduced. Content is provided on an "as is" basis and is not intended to be an exhaustive representation, nor does it provide advice or create a customer relationship between Knowledge Institute, buzgate.org, its affiliates and any other organization named herein, and any reader.
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