# JIFFY.ai

> JIFFY.ai is an enterprise AI platform purpose-built for financial services — combining no-code app development, intelligent document processing, RPA, and generative AI into a unified HyperApp architecture. Founded in 2018 by Babu Sivadasan (formerly of Envestnet and Stamps.com) and a team of co-founders, the company targets wealth managers, banks, broker-dealers, and RIAs looking to automate client onboarding, account servicing, advisor workflows, and compliance operations without writing a line of code. With $105M+ in total funding and marquee customers reducing onboarding costs by 30% and advisor service time by 50%, JIFFY.ai sits at the intersection of AI hype and real financial-services plumbing.

- **Founded:** 2018
- **Headquarters:** Palo Alto, California, USA
- **Founders:** Babu Sivadasan (Co-Founder & CEO), Rajmohan Harindranath (Co-Founder), Krishnan Subramanian (Co-Founder & COO), Payeli Ghosh (Co-Founder), Sudhir Sen (Co-Founder), Dennis Colon (Co-Founder), Subin Perumbidy (Co-Founder & Head of Engineering), Shreyas P C (Co-Founder)
- **Team size:** ~180 employees globally across the US and India
- **Products:** JIFFY.ai Platform, HyperApps, Intelligent Document Processing (IDP), AI Advisor Companion, TRAC ONE-F (with WNS)
- **Notable:** Raised $105M+ in total funding across Seed, Series A, and Series B rounds, Series B led by Eight Roads Ventures (Fidelity-backed) at $53M in March 2022, 2021 SoftwareReviews Emotional Footprint Champion Award

## Products & services

- **JIFFY.ai Platform** — Core no-code enterprise AI platform combining RPA, intelligent document processing, NLP, machine learning, and generative AI in a single unified architecture.
- **HyperApps** — Pre-packaged automation applications for financial services: Unified Onboarding, Account Servicing, Advisor Universal Desktop, AI Advisor Companion.
- **Intelligent Document Processing (IDP)** — AI-powered engine to classify, extract, and validate data from financial documents — account forms, invoices, KYC docs — with 85%+ straight-through processing rates.
- **AI Advisor Companion** — Launched March 2026 at T3 Technology Conference; an AI-powered assistant for financial advisors to boost productivity and deepen client engagement in real time.
- **TRAC ONE-F (with WNS)** — Unified autonomous finance HyperApp for enterprise Finance & Accounting operations, co-developed with WNS.
- **No-Code App Builder** — Drag-and-drop tool enabling business teams to build enterprise-grade applications without writing code, deployable across web and mobile.

## Achievements

- Raised $105M+ in total funding across Seed, Series A, and Series B rounds
- Series B led by Eight Roads Ventures (Fidelity-backed) at $53M in March 2022
- 2021 SoftwareReviews Emotional Footprint Champion Award
- Recognized as HFS Top 10 RPA Service Provider
- Everest Group IDP PEAK Matrix Major Contender (2021) and Star Performer (2023)
- Delivered 100+ enterprise automation projects globally
- Customer achieved 85% straight-through processing for 150,000 invoices/month
- Helped clearing & custody provider cut advisor service time by up to 50%
- Reduced client onboarding costs by 30% for a major US financial institution
- Sanjay Poonen (former VMware COO, SAP President) joined as advisor in July 2022
- AI Advisor Companion launched at T3 Technology Conference in March 2026

## Latest updates

- **2026-03** — Launched AI Advisor Companion at T3 Technology Conference — a new AI tool boosting financial advisor productivity and client engagement.
- **2026-05** — CEO Babu Sivadasan appeared on WealthTech Today podcast (Ep. 340) discussing no-code AI transformation of the advisor tech stack.
- **2022-07** — Sanjay Poonen, former VMware COO and SAP President, joined JIFFY.ai as strategic advisor.
- **2022-03** — Closed $53M Series B round led by Eight Roads Ventures with participation from Iron Pillar, Nexus Venture Partners, and others.
- **2022-01** — Unveiled TRAC ONE-F with WNS — a unified autonomous finance HyperApp for enterprise F&A transformation.

## Links

- Website: https://jiffy.ai
- LinkedIn: https://www.linkedin.com/company/jiffyai
- Twitter/X: https://twitter.com/Jiffyai
- YouTube: https://www.youtube.com/channel/UCTW82IIWPzuvwKin_aQRubg
- Instagram: https://www.instagram.com/jiffy.ai/
- Facebook: https://www.facebook.com/jiffyai/

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Profile page: https://yespress.io/jiffy-ai
Published by YesPress — https://yespress.io
Last updated: 2026-05-29