The Neat Company: Detailed Company Information & Corporate Profile

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Summary

The Neat Company, founded in 2002 and headquartered in Philadelphia, is an independent software development firm serving the Delaware Valley region. With a team of 200‑500 employees and annual revenue between $10M and $50M, it delivers solutions that automate and streamline financial operations.

Its portfolio centers on expense data consolidation, organization, retention, audit compliance, and spending analysis. The company offers integrated OCR and parsing tools, receipt and invoice management, tax preparation, and bookkeeping automation to help businesses maintain accurate records and meet regulatory requirements.

Leadership includes CEO Jim Conroy, founder Neftali Smith, Director of Customer Success Nicole Potalivo, and several specialized staff such as Senior Data & Integration Specialist James Moll and QA Engineer Natasha Deriazhenko. Together they drive product development, customer support, and sales across the region.

The Neat Company Websiteneat.com
Social Links
facebooklinkedIntwitter
Phone Number(855)599-7900
Industries
The Neat Company Headquarters Address1601 Market Street, Philadelphia, PA, 19103 US
Company Size200-500 employees
Specialities & ServicesExpense data consolidation, Organization and retention, Audit compliance, Expense management, Spending analysis, Integration, OCR and parsing, Tax preparation, Receipt and invoice management, Bookkeeping automation
SIC Code7373
NAICS Code541512 Computer Systems Design Services
DMA CodeDelaware Valley
Founded2002
Estimated Annual Revenue$10M - 50M
Operating StatusIndependent Company
Updated:2026-09-15

Competitors

Name
Founded
Type
Employees
2019Privately
Held
25 - 100
2016Privately
Held
25 - 100
1991Privately
Held
100 - 250
2008Privately
Held
100 - 250

Estimated Website Traffic

The chart shows a decline in traffic to the neat.com website. In August, traffic decreased to 55367, compared to 63432 in the previous month. The highest traffic in 2026 was recorded in January, reaching 85634 visits.

Workforce Turnover

Length of Employment

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The Neat Company's workforce includes employees across a wide range of tenure levels.

8% have been with the company for 3 to 4 years12% have been with the company for 5 to 7 years12% have been with the company for 8 to 10 years68% have been with the company for more than 11 years
Contact top employees from The Neat Company
Arlene Hines
Arlene HinesCustomer Service Representative
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Nicole Potalivo
Nicole PotalivoDirector of Customer Success
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Glenn Rigby
Glenn RigbyInformation Systems Applications Associate
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James Moll
James MollSenior Data and Integration Specialist/Lead PHP Developer
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Joseph Mauk
Joseph MaukDirector of Retail Sales
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Sherry Lusby
Sherry LusbySales Manager
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Jim Conroy
Jim ConroyChief Executive Officer
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matthew giordano
matthew giordanoArea Sales Manager
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John Caps
John CapsTechnical Support Representative
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Christopher Laverty
Christopher LavertySocial Media Manager
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Jenn Choi
Jenn ChoiDirector of Product Marketing
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Clint Kane Herida
Clint Kane HeridaCustomer Service Specialist
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Anna
AnnaQA Specialist
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Companies Similar to The Neat Company

The Neat Company Corporate Information: FAQ

The Neat Company operates in the Software Development industries. More details can be found on the official website: neat.com.
The Neat Company has offices located in Philadelphia, US.
The headquarters of The Neat Company are located in Philadelphia, United States.
The current CEO of The Neat Company is Michael Crincoli
You can contact The Neat Company by phone at (855)599-7900.
The Neat Company currently employs 200-500 people.
Well-known competitors of The Neat Company include Strata Identity, Xanadu, Accusoft and Emburse Certify.

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