JIFFY.ai (marketed as JIFFYAI) is an enterprise intelligent automation platform founded in 2018 and headquartered in Milpitas, California. The platform originally combined no-code application development, Robotic Process Automation (RPA), Intelligent Document Processing (IDP), and AI/ML to automate end-to-end business processes for Fortune 500 clients in finance, telecom, retail, and HR. By 2026, the company has sharpened its focus significantly on the wealth management and financial advisory sector. The platform's core modules include Automate (AI-powered workflow orchestration), HyperApps (pre-built industry-specific no-code applications), XOflow (complex BPM orchestration), and Innovate (custom software development without coding). Its document processing engine uses NLP and ML to extract and process data from structured and unstructured documents, including scanned images. In March 2026, JIFFYAI launched its flagship AI Advisor Companion at the T3 Technology Conference. This product automates note-taking, meeting preparation, scheduling, client onboarding, and compliance documentation for financial advisors. The company claims it improves advisor efficiency by 40% or more. The companion integrates with CRMs, custodians, and financial planning systems. As of 2025-2026, JIFFY.ai has raised $71.4M in total funding (Series B of $53M closed March 2022), with investors including Eight Roads Ventures (Fidelity-backed), Iron Pillar, Nexus Venture Partners, and Rebright Partners. The company reported approximately $73.1M in ARR as of mid-2025 and is valued at an estimated $280M. It employs roughly 158 people and targets large enterprise clients, often with contracts exceeding $350,000 ACV. Key features: - AI Advisor Companion: automated note-taking, meeting prep, scheduling, and compliance documentation for wealth advisors - Intelligent Document Processing (IDP) using NLP and ML for structured and unstructured data extraction - No-code HyperApps: pre-built, ready-to-deploy industry-specific applications - Workflow orchestration via XOflow for complex, multi-step business process management - RPA-based end-to-end process automation with human-in-the-loop capability - CRM, custodian, and financial planning system integrations for wealth management - Visual drag-and-drop automation builder requiring minimal coding - Unified Onboarding and Advisor Transition tools for wealth management firms
Starts at approximately $1,000/year; enterprise contracts typically exceed $350,000 ACV. Custom pricing per business needs. No self-serve public pricing.