What Does The Neat Company Do?

    Learn about what The Neat Company does, their services, and key information.

    What Does The Neat Company Do?

    Name: The Neat Company

    Headquarters: Philadelphia, PA

    Employees: 201-500 employees

    The Neat Company is a software platform that provides cloud-based document consolidation, expense data management, and processing solutions for small businesses and sole proprietorships. Their primary focus is helping organizations reduce paper clutter, digitize receipts and documents, and streamline the storage and organization of business documentation.

    Founded in 2002 and headquartered in Philadelphia, PA, The Neat Company initially gained recognition for its document scanning products designed to make receipt scanning and data entry easier. Over time, the company has evolved into a broader software provider, developing solutions that address the changing needs of small businesses, particularly those with high volumes of monthly expense transactions.

    The Neat platform enables users to quickly import or scan documents and convert them into digital data formats. This data can then be organized, categorized, and used to meet business reporting needs related to accounting, taxes, and audit preparedness. Neat's solution also offers a variety of spending analysis and reporting tools, as well as integrations with contact management and marketing automation systems. This makes it valuable for businesses seeking to improve document retention, support audit readiness, and gain insights into business spending patterns.

    How Was The Neat Company Started?

    The Neat Company was established in 2002 with the goal of simplifying document management and reducing paper clutter for small businesses. The founding team includes individuals with expertise in technology, finance, and customer success, such as Andrew Schaps (Chief Technology Officer), James Conroy (CEO), and others who have contributed to the company’s growth and evolution from hardware to comprehensive software solutions. More about their history can be found on their About page.

    Who Uses The Neat Company?

    The Neat Company primarily serves small businesses and sole proprietors who need efficient ways to handle high volumes of expense transactions and business documentation. Their platform is designed for users who want to digitize, organize, and retain documents for accounting, tax, and audit purposes. One named customer is Patricia M., illustrating the platform's use among business professionals who value streamlined document management and expense tracking.

    What Makes The Neat Company Different?

    Neat stands out for its combination of document digitization, expense management, and integration capabilities within a single cloud-based platform. The ability to convert physical documents into organized, categorized digital records—while also supporting reporting and audit readiness—addresses several key pain points for small businesses. The platform's evolution from hardware scanning products to a full-featured software service reflects its adaptability to the needs of modern small business environments.

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