Jeeva AI vs. QuickBooks Online

If anyone is looking to pile up the list of email lists to send out e-blast or cold messages, I would highly recommend Jeeva AI. However, if anyone needs more of organic work, I would recommend using Jeeva AI to collect contact information, but do the work manually.

QBO is a great solution for small and midsize companies. If the goal is to record all transactions and pull reliable financial reports, QBO is a great option. QBO is also a great solution if most operations are run in a system like Ramp. It syncs well with systems like that and turns the data into something management can use to make decisions. QBO is great because so many people use it. It is easy to find training online, and many people have experience with it.

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• Finding specific leads according to descriptions provided
• Allowing customers to experience Jeeva AI by offering free credits
• Following up with leads

• Workflows for accounts payable invoice review are terrific.
• Bill payment allows you to pay vendors online via ACH or check without having to write a physical check, which reduces admin time.
• The cloud based login lends well to a remote or hybrid work environment for staff.
• QuickBooks Online allows you to pre-configure vendors' general ledger expense accounts. This helps with general ledger coding accuracy and consistency.
• QuickBooks Online integrates with Rippling HRIS, Coast, Capital One, JPMorgan Chase, etc., which lends well to an efficient month-end closing and reduced administrative time.

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• You run out of credits very fast, they charge per email sent. The credits should be for lead generation not emailing.
• Incorporate delivery results, bounce results, mailer unfound results, etc... We can not see any of those metrics.
• Incorporate a text sequence campaign as well. To be one stop shop for contacting all ways.

• I dislike that the online bill pay option through QuickBooks is required for their invoicing.
• The auto-fill portion of the customer setup, specifically the company name, is listed, but it also auto-fills in the name portion, which is inconvenient and time-consuming to remove.

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Invited by TrustRadius (TR) on Vendor's Behalf

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It like the product 'right out of the box' and I trust Intuit will continually improve it over the years based on my experience with their desktop products. The large providers of Apps makes customizing the entire package relatively easy and seamless for a wide variety of business types.

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Jeeva is composed of individual products / features that form a robust, automation-based, outbound system when combined. Parts of the tech stack within Jeeva itself – can be difficult to work with independently. Some of what the individual products provided makes you ask why? Why was this individual product / feature implemented

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Beyond being overkill for a small org's needs, QBO is constantly stealing screen real estate and attention by hammering users for account upgrades, connecting to one of their approved consultants or buying add-ons. The idea of using a simple configurable bookeeping and light accounting interface is completely missing. At the very least, we should be able to hide functions like inventory that we will never use.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

We have rarely had outages in the last 10 years. I can only recall 2 times in the last 10 years where we were not able to access our client files.

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Everything process has its bugs lately with the new interface. Nothing has worked smoothly since this all began last month.

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In my experience, most representatives keep me on the phone for hours, literally, for a single issue and then usually cannot resolve it satisfactorily. I have 10 open cases that need resolution and, in my experience, there has been NO follow-up communication on any of them.

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The person in charge of QB needs to be very accurate with record keeping and is recommended to stay on top of tasks. The biggest issue we have is reconciliation, and those issues occur only when too much time has occurred between reconciliations

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Jeeva AI is less straightforward than Sales Nav. It seems that it is trying to be everything that Sales Nav is, but not quite achieving it yet. The customer service for Linkedin is far superior to Jeeva's. Jeeva's team refused to give me a refund on my first month's subscription despite their refund policy clearly stating that I was entitled to it. This has never happened before with Linkedin Sales Nav.

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As a freelance bookkeeper, the Desktop version of QuickBooks Online doesn't allow for ease of access from any device. Having to be on a computer with the software downloaded creates additional work to gain access to all required filings etc. Also, I personally find the linking functionality on the Online version to be much more streamlined and user friendly.

As we have grown along our professional path, we have also expanded our use of QB. The scalability is easy and features seem to be waiting for you until you need them. We have increased profits by over 10x from our first year in business to the current and have yet to find a reason to look elsewhere

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• We just started and was great for lead generation
• Those leads we can manually email them or call them
• Our sequence campaigns are barely 1 email in, looking forward to see if we get any traction on the last 2 sequences

• QuickBooks has given us a useful portal by which to get an overview of our financials.
• QuickBooks has given us a relatively easy way to send out invoices quickly and efficiently.
• Due to the customization limitations on QuickBooks, we've had to get creative in third-party implementations to better represent our brand and to track financials.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info