JIFFY.AI
$104M+ raised across Seed, Series A & Series B 150,000 invoices/month processed at 85% straight-through rate Eight co-founders, many friends since college days in India AI Advisor Companion: 40%+ productivity boost for wealth advisors Series B led by Eight Roads Ventures (Fidelity-backed) - $53M in 2022 Clients include Envestnet, Cetera Financial, Orion, FIS, Fiserv Cetera: 5X improvement in rep transition turnaround time From a Bengaluru park to Fortune 500 boardrooms
Co-Founder & Head of Engineering

Subin
Perumbidy

JIFFY.ai • Bengaluru → Palo Alto

Eight co-founders. One no-code vision. $104M later, enterprise finance teams can automate a day's worth of invoice processing in three minutes.

Founder Head of Engineering Series B AI • No-Code • Fintech
SP
$104M+ Total Funding 2018 - 2022
$53M Series B March 2022
$18M Series A June 2020
180+ Employees Global Team
8 Co-Founders Friends Since College

The engineer who made
"no code" mean something

Somewhere between Option3 and JIFFY.ai, between a park in Bengaluru and a company address in Palo Alto, Subin Perumbidy decided that the world's most expensive workflows should require zero lines of code to automate. He didn't arrive at this conclusion in a dorm room or a hackathon - he arrived at it after two decades of building enterprise software at Wipro, Expicient, and a succession of hard-won production systems.

In 2012, Subin and six colleagues co-founded Option3. The pitch was simple: enterprise automation and analytics, built by engineers who had seen enough terrible processes to know exactly what needed fixing. The company grew at a relentless clip - revenue tripled between FY2016-17 and FY2017-18. But something bigger was forming. The same circle of friends, expanded to eight co-founders, launched JIFFY.ai in 2018 with a sharper thesis: one platform to handle RPA, intelligent document processing, machine learning, and natural language processing - without forcing business users to write a single line of code.

Subin's role at JIFFY.ai is Head of Engineering. In practice, that means being the person who decides how the platform ingests 150,000 invoices per month for a major automobile manufacturer and spits out 85% of them fully processed - without a human looking at each one. The median finance team's headcount doesn't change; its capacity does.

The Series A in 2020 brought in $18M from Nexus Venture Partners, with a roster of individual investors that reads like a who's-who of enterprise finance: the CEO of AssetMark, the CFO of Costco, the CTO of Atlassian, and the former CIO of Nissan Motors. These are people who have spent careers reviewing vendor pitches. Their backing was not passive.

By March 2022, Eight Roads Ventures - the Fidelity-backed global investment arm - led a $53M Series B. The bet: JIFFY.ai's platform was no longer just an automation tool. It was becoming infrastructure for how wealth management firms, banks, and Fortune 500 finance teams process the paperwork that keeps them running. At Cetera Financial Group, the platform delivered a 5X improvement in rep transition turnaround. At a large US financial institution, it cut onboarding costs by 30%.

In 2024, JIFFY.ai moved further up the stack. The AI Advisor Companion launched at the T3 Technology Conference - a tool built specifically for wealth advisors that handles note-taking, scheduling, client reviews, and compliance documentation automatically. Pilot results showed advisors gained 40%+ in productivity. That same year, the company partnered with WNS to launch TRAC ONE-F, a unified autonomous finance application covering everything from Procure-to-Pay to FP&A.

Subin's technical background - a B.Tech in Computer Science from the University of Calicut, then an MS in Software Engineering from BITS Pilani - gives him a particular fluency in what the systems underneath enterprise software actually look like. JIFFY.ai's stack reflects that: MongoDB, React, Microsoft Azure, Mapbox, and a hybrid processing engine designed to handle structured and unstructured documents side by side. The platform is used by clients running on FIS, Fiserv, and Envestnet - systems that don't tolerate engineering shortcuts.

What's unusual about JIFFY.ai isn't just the product - it's the founding structure. Eight co-founders is rare. Founding teams of that size tend to fracture over equity, credit, and decision-making. The fact that many of them go back to Option3 - and before that, reportedly to shared days in Bengaluru - suggests something more durable than a Slack channel introduction. The long view, built quietly over years of unglamorous enterprise work, seems to be the actual product.

JIFFY.ai empowers organizations with the technology they need to automate complex business processes and achieve real business outcomes.

- JIFFY.ai on its platform thesis

Numbers that matter

85% Straight-through invoice processing rate
3 min Invoice processing time (was: ~1 day)
5X Rep transition speed at Cetera Financial
40%+ Advisor productivity gain with AI Companion
30% Reduction in onboarding costs at major US bank
80% Employee onboarding activities automated at professional services firm

What the platform actually does

85%
Straight-through processing on 150,000 invoices per month. From roughly one day per invoice to three minutes. The automobile manufacturer's AP team now handles exceptions, not the routine.
Automobile Manufacturer
5X
Improvement in rep transition turnaround time, with 80% capacity creation. Onboarding a new advisor no longer takes weeks of manual form-handling.
Cetera Financial Group
50-60%
Reduction in compliance costs through automated checks and documentation workflows. Compliance stops being a bottleneck and starts being a background process.
Akitra Compliance
70%
Faster accounts payable processing, combined with a 30% higher Days Payable Outstanding (DPO). Logistics is paperwork at scale - JIFFY.ai handles the paper.
Global Logistics Giant

"We are thrilled to partner with WNS to bring TRAC ONE-F to market, enabling enterprises to harness the full potential of AI for unified autonomous finance."

- Subin Perumbidy, on the TRAC ONE-F launch with WNS (September 2024)

Two decades of building

Late 1990s
B.Tech in Computer Science, University of Calicut
2001-2002
MS in Software Engineering, BITS Pilani - one of India's most competitive engineering programs
2000s
Enterprise software career at Expicient; later reaches Director level at Wipro Technologies
2012
Co-founds Option3 with six colleagues - an automation and data analytics firm. Serves as Head of Engineering, building JiffyRPA and other enterprise automation products
2017-2018
Option3 achieves 300% revenue growth YoY, proving the enterprise automation thesis at scale
2018
Co-founds JIFFY.ai with eight co-founders; secures seed funding from CreedCap Asia Advisors
2020
JIFFY.ai raises $18M Series A led by Nexus Venture Partners, with backing from the CEOs, CFOs, and CTOs of AssetMark, Costco, and Atlassian
2022
$53M Series B closed, led by Eight Roads Ventures (Fidelity-backed). Platform now serving major wealth management and financial services firms
2024
Launches AI Advisor Companion at T3 Technology Conference; unveils TRAC ONE-F in partnership with WNS for autonomous enterprise finance

Eight co-founders.
One unusual bet.

Most founding teams are two or three people. JIFFY.ai started with eight - and many of them had already built a company together at Option3. The shared history isn't coincidental. Building enterprise software at the intersection of AI, compliance, and financial services requires a level of trust that takes years to develop. This team had that head start.

JIFFY.ai Co-Founders

Subin Perumbidy Babu Sivadasan Rajmohan Harindranath Payeli Ghosh Krishnan Subramanian Sudhir Sen Dennis Colón Shreyas P C

Who bet early

The individual investors alone tell a story: executives who had seen enterprise software from the buyer's side chose to back it from the investor's side.

Eight Roads Ventures
Fidelity-backed global VC
Lead, Series B - $53M
Nexus Venture Partners
Tier-1 India / US VC
Lead, Series A - $18M
Iron Pillar
India-focused growth fund
Series B
Rebright Partners
Japan-based VC
Series A & B
Charles Goldman
CEO, AssetMark
Series A - Angel
Richard Galanti
CFO, Costco
Series A - Angel
Sri Viswanath
CTO, Atlassian
Series A - Angel
Tony Thomas
Former CIO, Nissan Motors
Series A - Angel

The stack behind the platform

JIFFY.ai runs on a stack designed for enterprise reliability: cloud-native, deeply integrated with the systems financial services firms already use, and built to handle documents at scale regardless of whether they're structured, semi-structured, or a PDF someone scanned sideways.

Amazon AWS Microsoft Azure React React Redux MongoDB Route 53 Amazon SES Atlassian Cloud Mapbox HubSpot Freshdesk Zoho SalesIQ Google Apps Microsoft Office 365 reCAPTCHA Bootstrap Framework Apache Google Tag Manager LiveRamp

Details that don't fit the press release

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