Jeeves

Freemium

A global finance platform for managing spend, supplier payments, accounts payable, transfers, and corporate cards.

什么是 Jeeves？

Jeeves brings spend management, accounts payable, supplier payments, international transfers, business accounts, and corporate cards into one financial platform. Finance teams work from shared transaction records, policies, approval flows, and accounting connections. Available services depend on the company’s region and account.

Its AI reads invoices and receipts, categorizes transactions, matches documents, and flags exceptions for review. Supplier payments can keep invoices, coded records, and payment confirmations together, while native QuickBooks, Xero, and NetSuite integrations and an API connect the workflow to accounting systems.

Jeeves 能做什么？

Unified spend management

Manage card transactions, invoices, transfers, and approvals in one system, with transactions categorized and matched to supporting documents.

Accounts payable and supplier payments

Receive, approve, and pay supplier invoices using supported local or cross-border routes. OCR extracts invoice fields; uncertain values are highlighted for review. Payments can be reconciled and kept with their invoice and proof of payment.

International payment controls

Cross-border setup shows source and destination currencies, a live exchange rate, and the converted amount. Bulk and scheduled payments are supported, with funding sources and destination routes dependent on the account and region.

Region-dependent business accounts

Use eligible accounts to hold, send, and receive funds in supported currencies. Currency access follows business location; multi-market companies can access corresponding currencies through one login.

Corporate cards and spend controls

Issue supported physical or virtual cards and set spending limits and policies. Adjust those controls from the platform as team needs change.

AI-assisted finance operations

Jeeves AI reads documents, follows up on missing receipts, codes transactions, and flags items that do not match so teams can focus on exceptions.

使用场景

“Managing spend across countries”

Finance teams can apply shared roles, limits, and approval flows to employees working in different markets while viewing consolidated spend across currencies.

“Processing supplier invoices”

Route invoices for approval, pay suppliers through supported routes, and retain the invoice, proof of payment, and reconciled coded record for the existing ERP workflow.

“Paying international vendors and employees”

Use supported bulk payments for overseas vendors or employees, reviewing the source and destination currencies and converted amount in the payment workflow.

“Issuing cards for distributed teams”

Companies can provide employees with physical or virtual cards that start with defined limits and policies, then update those controls from the platform.

“Closing the books with connected accounting”

Finance and accounting teams can send categorized, reconciled expenses to QuickBooks, Xero, or NetSuite and use the API when another system is required.

常见问题

How are supplier invoice approvals controlled?

Set approval tiers by amount. The person who creates a bill cannot approve or release it. If the primary approver is unavailable, the request goes to a backup and then the account owner. OCR fields with low confidence are highlighted for review.

How do payment destinations differ from account availability?

Supplier payments cover more than 150 destination countries in up to 40 currencies; the separate international-payout offering lists 190 countries. Account, card, funding, and route availability depend on the company’s region and the service.

Which account currencies are available?

Companies in Canada, the EU, the UK, and the US can access CAD, EUR, GBP, and USD. Brazil-based companies can access BRL and Mexico-based companies MXN. Businesses operating in multiple covered countries can access corresponding currencies through one login.

What fees can apply?

Jeeves Cash has no maintenance, recurring, or deposit fees for storing funds. Outgoing payments, FX, cross-border transactions, financing, and provider services can carry charges. Terms vary by account, plan, region, and service; the payment form shows the exchange rate and converted amount before sending.

Is Jeeves a bank?

Jeeves is a technology services provider, not a bank. Its regional disclosures identify payment and card providers: Airwallex US for US customer payments, and card issuers including Pathward, Peoples Trust Company, and Celtic Bank. Provider and program scope differ by region.

快速信息

Product type: Business finance and spend-management platform
Core records: Transactions, invoices, approvals, and payment confirmations
Accounting connections: QuickBooks, Xero, NetSuite, and an API
Currency scope: Depends on the company’s location and account program
Costs: Fee-free Cash account maintenance with fee-bearing services
Provider structure: Technology platform with regional payment and card partners