Jetpack Workflow

Jetpack Workflow is a cloud-based workflow management software company specifically designed for accounting professionals, including accountants, CPAs, and bookkeepers. The platform helps firms manage, track, and automate recurring client work, standardize processes, and improve overall practice efficiency by centralizing task and project management. Jetpack Workflow’s mission is to help customers deliver their best work by solving common pain points such as missed deadlines, inconsistent workflows, and lack of transparency in job progress.

• Founded: Jetpack Workflow was founded in 2014 (some sources cite 2015 or 2017, but the earliest founding date is 2014), in Pittsburgh, Pennsylvania.

• Founder: David Cristello, who initially explored other industries before focusing on accounting firms after extensive customer discovery.

• Early Development: The company began with a lean budget and a strong emphasis on customer discovery, pitching early versions of the software to accounting firms for pre-purchase validation. The initial product development was challenging and iterative, with lessons learned about software design and customer needs shaping future growth.

• Growth: Over the years, Jetpack Workflow has expanded its user base steadily, reaching approximately 6,000 customers by 2023. The company has grown its team to around 16-35 employees, including engineers, sales, and marketing personnel.

• Revenue: In 2023, Jetpack Workflow reported revenue of approximately $818,000, showing consistent growth since launch.

• Jetpack Workflow has raised around $2.1 million in funding since 2020, including a $50,000 seed round in July 2020.

   

• In late 2021, Jetpack Workflow was acquired by Keeper (formerly Cents Inc.), a larger practice management company, providing additional backing and integration opportunities within a broader ecosystem.

Jetpack Workflow offers a specialized workflow management platform tailored for accounting firms, with features including:

• Workflow Automation: Automate recurring tasks and client jobs with customizable templates.

• Task and Project Management: Track job statuses, deadlines, and team progress in real time.

• Custom Labels and Fields: Tailor workflows with custom labels and client profile fields to fit firm-specific needs.

• Integration: Connect with accounting software such as QuickBooks Online and Zapier for seamless data flow.

• Reporting and Profitability Tracking: Monitor project profitability and time spent on tasks.

• Cloud-Based Access: Accessible globally with secure cloud hosting.

• Training and Support: Personalized onboarding, video tutorials, live support, and a knowledge base.

• Acquisition by Keeper (Cents Inc.) in 2021: This acquisition has allowed Jetpack Workflow to continue serving its existing user base with the added resources and integration potential of a larger practice management platform.

• Since the acquisition, Jetpack Workflow has maintained its brand and product focus while benefiting from Keeper’s broader product strategy and development resources.

• Jetpack Workflow emphasizes continuous discovery and customer feedback to guide product development rather than adding features indiscriminately.

• The company focuses on solving core pain points deeply, building features that address root problems in accounting workflows.

• Additional features over time have included enhanced automation, improved reporting, and expanded customization options.

• The company also produces content such as a podcast ("Growing Your Firm") and a book ("Double Your Accounting Firm") to engage and educate its community.

• Jetpack Workflow fosters a customer-centric, innovative, and collaborative culture focused on solving real-world problems for accounting professionals.

• The company values continuous learning, agility, and efficiency, with a strong emphasis on remote work effectiveness.

• Based in Pittsburgh, Jetpack Workflow benefits from a growing tech talent pool and a supportive SaaS environment.

• The culture encourages discovery and deep customer engagement, reflecting founder David Cristello’s philosophy of understanding pain points before building solutions.

• Jetpack Workflow serves a global clientele primarily in North America, Europe, Australia, and New Zealand.

• Its customers are mostly small to medium-sized accounting firms, CPAs, and bookkeeping professionals seeking to improve workflow efficiency and standardization.

• The platform supports thousands of users who benefit from its automation, task tracking, and project management capabilities.

• The company actively engages its community through educational resources, podcasts, and direct customer feedback loops.

• Post-acquisition, the user base has access to broader ecosystem integrations and enhanced support.