JIFFY.ai is an enterprise intelligent automation platform founded in 2018 at Stanford University and headquartered in Milpitas, California. It has raised $71.4M in Series B funding from Nexus Venture Partners and Eight Roads Ventures. The platform targets large enterprises in financial services, wealth management, and banking, helping them automate complex, high-volume business processes without requiring deep technical expertise. The platform is organized into four main product modules. AUTOMATE combines RPA, AI, machine learning, intelligent document processing (IDP), and analytics into a single orchestration layer deployable on public, private, or hybrid cloud. HyperApps are pre-packaged, low-code automation applications built for specific enterprise functions such as client onboarding, account servicing, and document processing. XOflow is a no-code work management and workflow orchestration tool for multi-step processes that span customers and suppliers. The Innovate module enables custom application development without coding. In March 2026, JIFFY.ai launched its AI Advisor Companion at the T3 Technology Conference. This product is specifically designed for wealth management firms, offering AI-powered meeting preparation, note-taking, automated scheduling, client review support, compliance-ready documentation, and follow-up automation. It integrates with CRMs, custodians, and financial planning systems, and the company claims it improves advisor efficiency by 40% or more. JIFFY.ai is distinguished by its vertical depth in financial services and its no-code approach, which allows business users rather than developers to build and deploy automation. It is included in The Wealth Mosaic's AI WealthTech Market Map (February 2026 edition), tracking 536 AI-native and AI-enabled platforms for wealth managers. The platform uses a human-in-the-loop design philosophy alongside straight-through processing for fully automated workflows. Key features: - AI Advisor Companion for wealth management advisors (launched March 2026): meeting prep, note-taking, compliance docs - HyperApps: pre-packaged, low-code automation applications for financial services workflows - AUTOMATE: RPA + IDP + ML orchestration engine deployable on public, private, or hybrid cloud - XOflow: no-code workflow and work management platform for cross-functional business processes - Intelligent Document Processing (IDP) with OCR and image recognition - No-code interface enabling business users to build automation without developer involvement - Native integrations with CRMs, custodians, and financial planning systems - Human-in-the-loop controls alongside straight-through touchless processing
Custom/quote-based; one source cites entry-level plans starting around $1,000/year. No public pricing tiers or free trial available.