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



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.



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.



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
Chief Technology Officer

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

Jamal Gardiner - Associate Engineer at The Neat Company

Jamal Gardiner
Engineer I

James Conroy
Chief Financial Officer

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 Alonzo
Account Executive

Joshua Keppen-Melendez
Financial Analyst

Joshua Marowitz
Director of User Experience


Julie Altman
Engineer I

Lauren Chinault headshot

Lauren Chinault
Associate Product Manager

Matthew Galloway
Corporate Accounting Supervisor

Nahom Tsegai
QA Engineer

Nicole Potalivo
Director of Customer Success

Rachel Meyrowitz
Director of Marketing


Tia Aiken
Customer Success Specialist

Thomas Chestnut

Thomas Chestnut
Engineer I

Thomas Kollmeier
Software Engineer

Virginia Cijntje
Director of Product Management

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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