About The Neat Company

Our Mission

Neat is accelerating small businesses’ transition to a world where keeping books is simple, frictionless, instant and automated. We do this by helping businesses track, manage and centralize their financial data to be prepared for tax time and stay informed about the health of their business. We proudly support over 100,000 small businesses throughout North America and strive to find new ways to simplify accounting for our customers.

Our Values

Our Team

Andrew Schaps
VP of Development

Anita Dorf

Anita Dorf
Chief Marketing Officer

Annie Birney
Product Marketing Manager

Chia Hsieh Headshot - UX Researcher at The Neat Company

Chia Hsieh
UX Researcher

Christopher Laverty
MIS Developer

Dan Kelly

Dan Kelly
Front-End Technical Lead

Garrett Baird Headshot - President and CEO of The Neat Company

Garrett Baird
President and CEO

Glenn Rigby
MIS Functional Specialist

Hugo Correa
Director of Engineering

Jamal Gardiner - Associate Engineer at The Neat Company

Jamal Gardiner
Associate Engineer

James Conroy
Chief Financial Officer

Jen Torre Headshot - Software QA Manager at The Neat Company

Jen Torre
Software QA Manager

Jorge Ortiz
Customer Success Lead

Joshua Alonzo
Account Executive

Joshua Keppen-Melendez
Financial Analyst

Joshua Marowitz
Director of User Experience


Julie Altman
Associate Software Engineer

Klorisa Coleman
Customer Success Lead

Matthew Galloway
Corporate Accounting Supervisor

Nahom Tsegai
QA Engineer

Nicole Potalivo
Director of Customer Success

Rachel Meyrowitz
Senior Manager, Marketing


Tia Aiken
Customer Success Specialist

Thomas Chestnut

Thomas Chestnut
Associate Software Engineer

Thomas Kollmeier
Software Engineer

Virginia Cijntje
Technical Product Manager

William Musil
Director of IS

Yaofeng Yue
Research 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.

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