Cross-border shows both sides
Source and destination currency with a live rate and the converted amount, inline below the amount field. Not on a separate step, and not on a stale quote.
Regions
Whether the payment starts from an invoice or from a vendor, it's the same single form. No funnel, no context switching, nothing hidden below the fold.
Drop in a PDF or an image. OCR extracts vendor, amount, invoice number, issue date and due date. Anything the system wasn't confident about gets highlighted so you review it instead of trusting it blindly.
If the vendor isn't in Jeeves yet, you get an inline prompt to add them or link them to an existing one. You don't leave the form.
The last vendors you paid, with account number and currency. Search by name, or add a new one without leaving the page.
Amount, funding source, payment method, date, purpose and memo. Vendor, amount, source, method and date are all visible without scrolling.
Llegan del SAT, de tu correo o de tu ERPProveedor, monto y folio fiscal quedan extraídos sin que nadie teclee.
Subes tu archivo como lo tengas y el agente arma la corrida completa, sin plantillas ni reglas de formato.
10 pagos analizados en 54 segundos
Crédito, fondos propios, tarjeta o SPEI. Se elige factura por factura, no de una vezpara todas.
Defines quién aprueba según el monto.Cada autorización queda registrada antes de que salga un solo peso.
Forward bills to your entity’s own Jeeves inbox, sync them from your ERP, or upload them. Vendor, amount and dates get extracted without anyone typing.
Set net terms on a vendor and the due date comes from the issue date automatically, pre-filled into the payment date. Set them inline the first time if they’re not there yet.
Approval tiers by amount, and the person who creates a bill can never approve or release it. If the primary approver is unavailable, it routes to a backup, then to the account owner.
Every payment lands reconciled and coded, with its invoice and proof of payment attached. Your ERP stays where it is.
Forward invoices to your entity’s Jeeves inbox, sync open or partially paid bills from your ERP, upload a PDF or image for automatic data extraction, or create a bill manually using a vendor’s details.
Funding options depend on your account and region. Select an available funding source on the payment form. Contact your Jeeves representative to confirm which options are available to your business.
Yes. 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 approver, then to the account owner.
Yes. Send payments to more than 150 countries in up to 40 currencies. Most payments are processed within 24 hours; some destinations take up to 48 hours.
The exchange rate and converted amount appear on the payment form before you send. Transaction and cross-border fees may apply. Review your plan and applicable payment terms, or contact your Jeeves representative for details on fees and FX pricing.
A proof of payment PDF is generated for each completed payment and can be sent to your supplier automatically. You can also export confirmations in bulk from the Sent tab.
Yes. Each entity has its own bill inbox. Approval policies are set per person rather than per entity.
