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About The Neat Company

Our Vision

Neat envisions a world where small business owners maximize growth of their business, where software transforms traditional accounting to both assess the past AND accelerate the future.

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Our Values

Support

At Neat, we always start with active listening as we partner with our customers. We seek to win together. Education is in our DNA – we want to learn and we want to share our learnings to drive mutual success.

Curiosity

Innovation is only possible when we thirst for knowledge. Curiosity drives all of us at Neat to challenge ourselves and our assumptions in order to create a better product and experience for our customers.

Empowerment

We create tools to empower our customers to do it themselves, whenever and wherever. We trust our teammates and our partners and provide what’s needed to make everyone work smarter. Empowerment starts with support and thrives with curiosity.

Sound Judgment

We identify root causes and generate ideas to go beyond just treating symptoms, even when ambiguity is present. We make decisions and hold ourselves accountable for delivering on our promises.

Our Team

Andrew Schaps

Andrew Schaps

Chief Technology Officer

Christopher Laverty

Christopher Laverty

Engineer III

Dan Kelly

Dan Kelly

Front-End Technical Lead

Glenn Rigby

Glenn Rigby

MIS Functional Specialist

James Conroy

James Conroy

CEO

Jen Torre

Jen Torre

Director of Quality Assurance

Jorge Ortiz

Jorge Ortiz

Customer Success Lead

Joshua Keppen-Melendez

Joshua Keppen-Melendez

Senior Financial Analyst

Matthew Galloway

Matthew Galloway

Corporate Accounting Supervisor

Melissa Zufelt

Melissa Zufelt

Customer Success Lead

Nicole Potalivo

Nicole Potalivo

Director of Customer Success

Tia Aiken

Tia Aiken

Customer Success Specialist

Thomas Kollmeier

Thomas Kollmeier

Software Engineer

Our History

Neat has an incredibly unique story in the tech space. We began offering a desktop expense tool and became the first vendor to develop a fully integrated software/hardware bundle. Neat software, coupled with the family of Neat Scanners was a first in the industry. Neat grew to support nearly two million consumers and businesses by helping homeowners with organization needs, and small business with expense and document management.

2021

Neat Launches New Products

 

Neat becomes a full-service bookkeeping tool by launching NeatBooks® and NeatInvoices™. Now you can also access bookkeeping, invoicing, and file management while on-the go.

2019

Neat Enables Automatic Syncing

 

Neat enables the ability to automatically sync your bank accounts and credit card transactions into the Neat desktop application.

2017

Neat Focuses On Automated Bookkeeping

 

With an exit from hardware and desktop complete, Neat now focuses exclusively on developing automated bookkeeping solutions in a SaaS and Mobile framework.

2016

Neat Leaves Scanner Market

 

Neat de-couples its software from hardware and officially ceases manufacture and sales of new scanners. Company focus is solely on Cloud and Mobile Apps.

2015

Neat Sunsets Desktop Software

 

Neat sunsets its traditional desktop software app to focus future development efforts on cloud/SaaS application.

2014

Neat Launches WiFi Scanner

 

Neat adds to its growing portfolio by releasing its first WiFi-enabled scanner.

2012

Neat Launches NeatCloud

 

Neat releases the first version of its cloud-based SaaS application, NeatCloud for storing and organizing digitized documents.

2007

Neat Launches First Desktop Scanner

 

Neat launches NeatDesk, its first Automatic Document Feeder (ADF) desktop scanner with bundled desktop software.

2004

Neat Launches Its First Product

 

Neat launches NeatReceipts, a sheet-fed scanner with bundled desktop software for managing and organizing scanned documents.

2002

Neat Is Founded

 

The Neat Company is founded in Philadelphia as a desktop software application designed to manage expenses and documents.

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