Neat

The Neat Company, Inc. is a technology firm based in Philadelphia, specializing in cloud-based expense and document management solutions tailored for small businesses and consumers. Established in 2002, the company develops a comprehensive digital filing system that integrates proprietary software and hardware to streamline the organization of financial documents. Utilizing optical character recognition and patented parsing technology, Neat's products, including desktop and portable scanners, automate the extraction and categorization of key data from receipts, business cards, and other documents. Their offerings include NeatCloud, a subscription-based service that provides users with mobile access to their digital files, and NeatCare, a protection service for scanners. Neat’s solutions are designed to reduce manual data entry and enhance efficiency across various industries, such as accounting, construction, and real estate. The company has received multiple awards for product innovation and has been featured in prominent media outlets for its contributions to simplifying paper-intensive processes.

Jim Conroy

CFO

1 past transactions

ProOnGo

Acquisition in 2013
ProOnGo is a Chicago-based company that offers an expense management platform designed for small businesses. Its solution allows employees to easily record and submit their expenses using smartphones, simply by taking pictures of receipts. The platform automatically prepares expense details, streamlining the approval process for employers. This capability enables users to manage employee expenses efficiently from any device and at any time, contributing to improved financial oversight and operational convenience for small businesses.
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