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The Neat Company

The Neat Company

Private
Philadelphia, PennsylvaniaEnterprise Softwarehttps://www.neat.com/

Last Round

VC Round

Sep 8, 2021

Est. Valuation

$640M

Total Funding Raised

$20M

Company Overview

The Neat Company is a business/productivity software company that provides a cloud-based platform for bookkeeping, document consolidation, and expense data management for small businesses.

Sector

Enterprise Software

Verticals

Accounting & Expense, Document Management, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Freemium

AI Layer

Application

Keywords

bookkeeping softwareexpense managementdocument managementreceipt trackingreceipt scanner appsmall business bookkeepingbookkeeping automationpre-accounting softwaredigital filing cabinettax preparationautomated data extractiondocument intelligencefreelancer toolsreceipt OCRaccountant tools

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The Neat Company Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
VC RoundSep 8, 2021
SeedOct 15, 2019

Key People

Founding team and executive leadership

Jim Conroy

Chief Executive Officer

Executive Team

Andrew Schaps

Chief Technology Officer

Executive Team

The Neat Company Investors

Notable investors and investment history

The Neat Company investors
InvestorRounds
Ubon PartnersSeed

Market signals

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  • Mar 2, 2026

    Monthly visitors grew 53% MoM to 135.6K.

  • Jan 2, 2026

    Monthly visitors increased 34% MoM to 140.5K.

The Neat Company Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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The Neat Company Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersPhiladelphia, Pennsylvania
Employee Range92
Year Founded2002
Last FundingSep 8, 2021

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