Jeeves

Jeeves emphasizes rapid, low-friction onboarding, enabling global scale with minimal setup:

1. Sign up & Apply – Businesses complete a quick application on tryjeeves.com. Initial credit review begins immediately.

2. Account setup – Accepted customers receive access to a multi-currency business account in minutes, with the ability to hold and send funds.

3. User invitations – Admins invite team members and define roles, permissions, spend limits, and approval hierarchies.

4. Card issuance – Virtual cards are available instantly for online use; physical cards arrive in a few days.

5. Payment & vendor setup – Clients can pay invoices via CSV uploads or by forwarding PDFs, including bulk payments and approval workflows.

6. Accounting integration – Integrations with QuickBooks, Xero, and NetSuite are available early in the process.

7. Support & go-live – Dedicated onboarding specialists guide setup; G2 reviews cite real-time visibility and launch within days.

Timeline estimate

• Virtual cards & basic access: immediate—within minutes
• Team onboarding & permissions: within hours
• Physical cards, full approval workflows, API/SSO configuration: 2–7 days
• Accounting integrations & vendor automation: 1–2 weeks, depending on vendor complexity.

In a case study, Jeeves scaled onboarding for 190+ employees across 7 countries with minimal manual steps and 8 hours/month saved.

Jeeves is highly configurable and built to match diverse corporate finance processes:

• Permissions & Controls: Admins define roles, departmental permissions, spend limits, approval chains, and custom policies on receipts/memos, embedded directly into card and AP workflows.

• Custom Reporting: “Missing receipts”, spend by department/location, and exportable custom reports are readily available.

• Invoice Capture: Clients can forward invoices to [email protected] to auto-generate draft payments. Jepves 3.0 also enables vendor payment preferences and bulk uploads via CSV.

• SSO & API Integrations: Jeeves supports Okta SSO via OIDC integration, established in the dashboard within minutes. Webhooks and an API are available (for actions like card issuance, payments, and syncing), with requests starting within minutes.

• Localized Payments: Offers currency-specific features such as BRL/Pix (Brazil version) with 37-day credit terms and USD wallets in Mexico, all tunable through the dashboard.

• Platform Extensions: Recent updates include Departments & Locations, Expense Manager roles, and mobile UI redesign, allowing clients to customize employee workflows and onboarding hierarchy.

• Support & Feedback Loop: A dedicated account manager and support team implement tailored feature requests, adjust workflows, and integrate client-defined business rules.

Jeeves operates on a transparent, fee-free model for its core platform:

• No setup fees – Account creation and onboarding are free.

• No monthly subscription or maintenance charges – Unlike many SaaS finance tools, Jeeves does not charge recurring platform fees.

• Support included – Standard support and onboarding assistance are provided at no extra cost.

• Costs only apply to optional services:
  • Credit products (e.g., Jeeves Growth or extended payment terms) may incur interest if used.
  • Foreign exchange spreads for cross-border payments.
  • Late payment penalties if credit terms are exceeded. Overall, Jeeves monetizes primarily through interchange on card transactions and optional credit usage, not through hidden fees.

Jeeves offers a structured onboarding and support ecosystem:

• Dedicated Onboarding Specialists – Assist with initial setup, card issuance, and workflow configuration.

• Knowledge Base & Help Center – Step-by-step guides for payments, expense management, and integrations.

• Live Chat & Email Support – Available during business hours for troubleshooting.

• API & Developer Documentation – For teams integrating Jeeves with ERP or custom systems.

• Training Resources:
  • Video tutorials for admins and employees.
  • Best-practice guides for expense policies and approval workflows.

• Enterprise Support – Larger clients receive account managers and priority response SLAs.

Jeeves implements bank-grade security and compliance standards:

• Data Encryption – AES-256 encryption for data at rest and TLS 1.2+ for data in transit.

• PCI DSS Compliance – For card issuance and transaction processing.

• SOC 2 Type II Certification – Ensures rigorous controls for data integrity and confidentiality.

• Role-Based Access Control (RBAC) – Granular permissions for admins and employees.

• Multi-Factor Authentication (MFA) – For secure login and sensitive actions.

• Fraud Detection & Anomaly Monitoring – AI-driven systems to flag suspicious transactions.

• Secure Cloud Infrastructure – Hosted on compliant providers (e.g., AWS or Google Cloud).

• Regular Penetration Testing & Audits – Continuous vulnerability assessments.

• GDPR Compliance – For handling EU customer data.

Jeeves follows a continuous improvement cycle with frequent feature releases and security patches:

• Update Frequency: Minor updates and bug fixes are rolled out weekly or bi-weekly, while major feature releases occur quarterly.

• Deployment Method: Updates are cloud-based, so customers receive new features automatically without manual installation.

• Change Management: Release notes are published in the Jeeves Help Center and emailed to admins. Larger updates include in-app notifications and optional webinars for feature walkthroughs.

• Downtime: Updates are designed for zero downtime, ensuring uninterrupted access.

• Data Ownership: All financial and transactional data entered into Jeeves remains owned by the customer.

• Portability: Customers can export data at any time in CSV or API formats, including transaction history, invoices, and user activity logs.

• Compliance: Jeeves adheres to GDPR and other regional data protection laws, ensuring customers can request data deletion or transfer.

• APIs & Integrations: Open APIs allow businesses to sync data with ERP or accounting systems, supporting smooth migration if needed.

Jeeves is built for flexible scaling:

• Adding Users or Entities: Admins can instantly add new employees, departments, or international entities without extra fees.

• Reducing Scale: Users and cards can be deactivated anytime; there are no penalties or minimum usage requirements.

• Credit Lines: Limits can be increased or decreased based on updated financial reviews, typically processed within days.

• Global Expansion: Adding new currencies or payment corridors is supported through the dashboard, with localized issuing available in multiple regions.

• Cost Impact: Since Jeeves does not charge per-user or monthly fees, scaling up or down primarily affects transaction volume and optional credit usage—not fixed costs.

Renewal

• No Mandatory Contracts: Jeeves does not require annual or long-term contracts. Accounts remain active indefinitely as long as usage continues and terms are honoured.

• Automatic Continuity: Since there are no recurring SaaS fees or contracts, your account simply remains active unless closed or cancelled.

Cancellation

• Self-Service Termination: Admins can cancel or deactivate the account via the dashboard or support—no fines or exit fees apply.

• Immediate Processing: Cancellation is processed promptly, though ending credit lines may require adjusting outstanding balances.

Transition Support

• Data Export Available: You can export your full account history—transactions, invoices, cards, logs—before closure.

• Dispute Resolution: Standard Terms & Conditions handle any outstanding balances, chargebacks, or support queries after cancellation.

Jeeves meets several major compliance and security standards to ensure data protection and financial integrity:

Compliance Standards

1. PCI DSS (Payment Card Industry Data Security Standard)
   • Ensures secure handling of cardholder data for all transactions.
2. SOC 2 Type II
   • Validates internal controls for security, availability, and processing integrity.
3. ISO 27001
   • Global standard for Information Security Management Systems (ISMS), covering risk management and data confidentiality.
4. GDPR & CCPA
   • Complies with European and California data privacy regulations, allowing data export, deletion, and portability.
5. AML/KYC Compliance
   • Anti-Money Laundering and Know Your Customer checks are enforced through licensed banking partners.