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.

Our Values

Support

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

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

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.

Judgement

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
Chief Technology Officer

Christopher Laverty
Engineer III

Cyndy Mills
HR/Payroll Administrator

Dan Kelly

Dan Kelly
Front-End Technical Lead

Glenn Rigby
MIS Functional Specialist

James Conroy
CEO

Jen Torre Headshot - Software QA Manager at The Neat Company

Jen Torre
Director of Quality Assurance

Jonny Sleiman headshot

Jonny Sleiman
Acquisition/Growth Marketing Manager

Jorge Ortiz
Customer Success Lead

Joshua Keppen-Melendez
Senior Financial Analyst

Larry Armstrong

Larry Armstrong
Senior Web Designer

Matthew Galloway
Corporate Accounting Supervisor

Melissa Zufelt
Customer Success Lead

Nicole Potalivo
Director of Customer Success

tia-aiken

Tia Aiken
Customer Success Specialist

Thomas Kollmeier
Software Engineer

William Musil
Director of IS

Yaofeng Yue
Sr. DevOps Engineer II

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.

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