--- description: Review of JIFFYAI Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: JIFFYAI | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Business Process Management Software](/directory/4351/bpm/software) > [JIFFYAI](/software/329177/jiffyrpa) # JIFFYAI Canonical: https://www.softwareadvice.ie/software/329177/jiffyrpa > JIFFYAI helps RIAs, Broker-Dealers, Family Offices, and Banks \& Trusts transform wealth management through AI-powered solutions that unify data, uplift client experiences, and unlock advisor capacity. Built on a centralized data foundation that aggregates information from custodians, CRMs, and other enterprise systems, JIFFYAI provides a single source of truth across the organization. Its solutions—including Unified Onboarding, Account Servicing, and Universal Desktop—streamline operations, improve efficiency, and enhance engagement throughout the client lifecycle. JIFFYAI's Agentic AI capabilities further empower advisors with intelligent planning, scheduling, meeting preparation, insights, and workflow automation, enabling firms to scale personalized service, drive growth, and achieve operational excellence. JIFFYAI — Unify Data. Uplift Experiences. Unlock Capacity. > > Verdict: Rated **4.8/5** by 5 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 5 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 3.5/5 | Based on overall reviews | | Value for Money | 5.0/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: JIFFY.ai - **Founded**: 2018 ## Commercial Context - **Pricing model**: (Free Trial) - **Pricing Details**: Contact vendor for pricing details - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Access Controls/Permissions - Business Process Automation - CRM - Calendar Management - Configurable Workflow - Data Import/Export - Data Unification - Data Visualisation - Decision Making - Document Management - Forms Management - Generative AI - Graphical Workflow Editor - Intelligence - No-Code - Real-Time Reporting - Real-Time Updates - Rules-Based Workflow - Task Progress Tracking ## Integrations (21 total) - Addepar - Box - Docusign - Envestnet | MoneyGuide - Envestnet | Tamarac - Envestnet | Yodlee - Fidelity - Fiserv - Gmail - HubSpot CRM - Microsoft Access - Orion - Plaid - Practifi - Redtail CRM ... and 6 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Business Process Management Software](https://www.softwareadvice.ie/directory/4351/bpm/software) ## Alternatives 1. [Zapier](https://www.softwareadvice.ie/software/163639/zapier) — 4.7/5 (3082 reviews) 2. [Lucidchart](https://www.softwareadvice.ie/software/88975/lucidchart) — 4.5/5 (2268 reviews) 3. [Albato](https://www.softwareadvice.ie/software/362860/albato) — 4.8/5 (406 reviews) 4. [Visio](https://www.softwareadvice.ie/software/410111/visio) — 4.5/5 (3284 reviews) 5. [Asana](https://www.softwareadvice.ie/software/5576/asana) — 4.5/5 (13735 reviews) ## Reviews ### "Jiffy Review" — 5.0/5 > **FAIS** | *10 February 2021* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: I used jiffy for 10 days and I used many functions. I felt it's a nice tool for developing the robotic process automation that there are many predifined functions and many inbuilt functionalities. The web automation section i liked most > > **Cons**: Apart from that i need to request you that please update your documentation of jiffy as per the new update > > Overall experience about jiffy is excellent that there is a good support from jiffy for any problem ----- ### "Best RPA Tool" — 5.0/5 > **Ratheesh** | *2 August 2021* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: The designers of the jiffy platform needed a big appreciation, The UI UX design was awesome it is makes all simple and interactive. > > **Cons**: Nodes are too less also the functionalities.. So want to write custom functions to do a particular task, hence it makes some uneasiness. > > Jiffy platform is wonderful for a RPA Project whereas it provides many functionalities, here I would like to suggest the jiffy needs a chat support that makes the doubts clears at immediately, Nowadays we want to wait for the reply from the support and it takes too much time. So when the chat support is enabled we can avoid the wastage of time to get the reply from the support. ----- ### "Jiify Tool" — 4.0/5 > **Done** | *2 March 2022* | Information Technology & Services | Recommendation rating: 7.0/10 > > **Pros**: Features of Jiffy like excel, Dataset, Web > > **Cons**: Image recognition which have less occupancy ----- ### "Review from trainee" — 5.0/5 > **Haritha** | *16 August 2022* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **Pros**: Doing the process using bot and connecting each nodes and executing gives full satisfaction when it get success > > **Cons**: Undo or redo is not that easy it takes time to familiarize > > Somewhat tough initially ----- ### "Amazing Product\!\!" — 5.0/5 > **Yash** | *6 October 2022* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: Ease of use, problem solver, great training > > **Cons**: Not applicable as there is nothing to dislike about a software, it all comes together with the effort one puts in. > > Amazing\!\!\! ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/329177/jiffyrpa) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data