The Jetpack Workflow alternative for firms that have outgrown a task list
Jetpack Workflow tracks recurring jobs and deadlines simply and well. ZenWorkflow does that and also bills the work, screens the client and manages the team, from €39 per user per month.
Choose ZenWorkflow if you want
- Invoices and estimates generated from the jobs you track
- AML/KYC screening and client ownership records
- Staff leave, capacity and multi-entity support
- A free plan to start on, then monthly billing per user
Jetpack Workflow is the better fit if
- You want the simplest possible recurring-deadline tracker
- You already bill and track time in another system
- A small team that values quick setup over breadth
- You need nothing client-facing
ZenWorkflow vs Jetpack Workflow at a glance
Jetpack Workflow does one thing well. ZenWorkflow does that thing and the six around it.
| ZenWorkflow | Jetpack Workflow | |
|---|---|---|
| Pricing | From €39/user/month | About $40 to $49/user/month |
| Free plan | Free plan for one user and 10 clients | |
| Workflow and job management | Templates, checklists, owners, budgets and approvals | Recurring jobs, templates, deadlines |
| Client records and ownership | Contacts, directors, shareholders, ownership and history | Client list, light CRM |
| Time tracking and timesheets | Weekly timesheets with submit-and-approve | Time tracking |
| Invoicing, estimates and credit notes | Invoices, estimates, credit notes and receipts | Via QuickBooks or Xero |
| AML/KYC screening and risk assessment | PEP and sanctions screening, risk assessments, document expiry | |
| Staff leave and capacity | Requests, balances and a team leave calendar | |
| Multiple firms or entities | Several firms or entities from one login, fully isolated | One firm per account |
| Client portal | Secure magic-link sharing, no full client portal | |
| Integrated email inbox | ||
| Document storage | Per-client files, Google Drive sync | Limited |
| AI assistant | In-app assistant plus Claude and ChatGPT connection | |
| Reporting | Capacity, profitability, compliance and billing reports | Job and status reporting |
| Contract | Monthly or yearly, no minimum seats | Monthly or yearly |
Jetpack Workflow details from its public pricing and feature pages and independent reviews, checked October 2026. Plans change: confirm on their site before deciding.
From €39/user/month (Practice) or €58/user/month with AML/KYC, billed monthly or yearly.
Everything is included at each tier: workflows, clients, time, billing, leave, reporting and the AI assistant, with AML/KYC on the Practice + AML plan. There are no per-module fees and no minimum number of users, and the free plan covers one user and ten clients.
Around $40 to $49 per user per month, depending on plan and billing period.
Yearly billing brings the per-user rate down by roughly 18%. Paid setup and done-for-you packages are extra. Job tracking, templates and time tracking are included; there is no client portal, no native invoicing, and no AML/KYC or leave management.
Why firms move from Jetpack Workflow
Nobody leaves Jetpack because it is hard. They leave because it stops at the deadline.
The work is tracked, the bill is elsewhere
Invoicing lives in your ledger software. ZenWorkflow bills straight from the job, with estimates and credit notes.
No compliance trail
AML/KYC checks and risk assessments need another tool. ZenWorkflow records them on the client.
No view of the team
Leave and capacity are not in scope. ZenWorkflow plans work around who is available.
A client list, not a client record
Directors, shareholders and ownership are missing. ZenWorkflow keeps the whole structure on the client.
Recurring work, still simple
Templates launch the same job every month or year with owners, due dates and budgets. The checklist view stays as straightforward as the tracker you are used to.
Bill the job the moment it is done
Fixed fees and tracked hours sit on the job and roll onto an invoice in one click. Estimates, credit notes and receipts keep the ledger straight without re-keying.
Screen and assess on the client record
PEP and sanctions screening, structured risk assessments and document expiry sit next to the engagement, ready for a regulator or reviewer.
Switching from Jetpack Workflow in three steps
Guided onboarding imports your data and validates it with you before go-live. Most firms are running within a few weeks.
Export clients and jobs
Export your client list and job templates to CSV from Jetpack.
Import into ZenWorkflow
Import clients and open jobs, then add directors, shareholders and services as you go.
Templates and go live
Recreate your recurring jobs as templates and launch the next cycle from ZenWorkflow.
Switching from Jetpack Workflow?
What to export, how long it takes and what changes for your team, in one guide.
ZenWorkflow vs Jetpack Workflow: questions firms ask
Straight answers on pricing, migration and where each tool wins.
Yes for firms that want billing, compliance and team management alongside deadline tracking. If a simple tracker is genuinely all you need, Jetpack remains a solid and quick choice.
Roughly $40 to $49 per user per month depending on plan and whether you pay yearly, with paid onboarding packages on top.
Speed of setup for a very small team that wants nothing beyond job tracking. ZenWorkflow is broader, so there is more to configure.
Yes. Export clients and jobs to CSV and import them into ZenWorkflow with guided onboarding.
The Practice plan is €39 per user per month, or €390 per user per year. Practice + AML, which adds PEP and sanctions screening, risk assessments and KYC document tracking, is €58 per user per month or €580 per year. A free plan covers one user and ten clients, and every paid plan starts with a 14-day free trial. There are no module fees or minimum seat counts.
Yes. ZenWorkflow is built in the EU and is used by accounting, audit, tax, legal and corporate-services firms across Europe and beyond. It bills in EUR or USD, supports multiple entities from one login and includes the AML/KYC due-diligence that EU and UK regulated firms need, without a US-tax or Companies-House-only focus.
Yes. Start a free trial with no credit card, import a handful of clients and run one real engagement end to end. Book a demo if you would rather see your own workflows set up first.
See how ZenWorkflow compares with other tools.
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See ZenWorkflow next to Jetpack Workflow on your own work
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