Jetpack Workflow
Jetpack Workflow is a cloud-based project management software designed specifically for accounting and bookkeeping firms to automate recurring client deadlines, track team productivity, and standardize office processes effortlessly.
Strety
Strety is a performance management software designed for MSPs to run effective L10 meetings, track rocks, and manage employee accountability directly within tools like ConnectWise and Autotask.
Quick Comparison
| Feature | Jetpack Workflow | Strety |
|---|---|---|
| Website | jetpackworkflow.com | strety.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $45/month | $15/month |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2014 | 2019 |
| Headquarters | Pittsburgh, USA | Rochester, USA |
Overview
Jetpack Workflow
Jetpack Workflow is a dedicated practice management platform built to help accounting and bookkeeping firms stay on top of their recurring client work. Instead of relying on messy spreadsheets or generic tools, you get a centralized hub where you can track every deadline, task, and client communication in real-time. You can quickly see which team members are over capacity and which projects need immediate attention to prevent anything from falling through the cracks.
The platform focuses on eliminating the mental overhead of manual tracking by providing pre-built workflow templates and automated recurring tasks. You can standardize your firm's processes so every team member follows the same high-quality steps for payroll, tax returns, or monthly bookkeeping. It scales with your firm's growth, ensuring you maintain visibility and control as you add more clients and staff members.
Strety
Strety is a specialized management platform built specifically for Managed Service Providers (MSPs) who follow frameworks like EOS or Scaling Up. You can run your entire leadership and departmental rhythm through the app, ensuring that every meeting stays on track and every goal remains visible. It solves the common problem of management tasks living in a vacuum by syncing your accountability data directly with your existing PSA tickets and tasks.
You can manage your Rocks, KPIs, and To-Dos without constantly switching between browser tabs. The platform helps you build a culture of high performance by making feedback and one-on-one meetings a structured, repeatable process. Whether you are a small MSP shop or a scaling enterprise, it provides the visibility you need to ensure your team is focused on the right priorities every single week.
Overview
Jetpack Workflow Features
- Recurring Automation Set your client work on autopilot by scheduling daily, weekly, or monthly tasks that recreate themselves automatically.
- Workflow Templates Access a library of pre-made accounting templates to standardize your services and onboard new staff members faster.
- Capacity Management View your team's workload at a glance so you can redistribute tasks and prevent burnout during busy seasons.
- Centralized Dashboard Track all active projects across your entire firm from a single screen to identify bottlenecks before they become problems.
- Email Integration Sync your inbox to attach client communications directly to specific jobs, keeping your entire team informed and updated.
- Time Tracking Record time spent on specific tasks directly within the app to monitor profitability and improve your firm's billing accuracy.
Strety Features
- L10 Meeting Management. Run structured weekly meetings with built-in timers, agendas, and automated follow-ups to keep your leadership team aligned.
- Rock & Goal Tracking. Set quarterly objectives and track progress visually so you always know if your big-picture projects are on schedule.
- PSA Integration. Sync your To-Dos and issues directly with ConnectWise or Autotask to eliminate double data entry and save time.
- Scorecard & KPIs. Monitor your most important business metrics in real-time and identify trends before they become major problems for your team.
- One-on-One Templates. Use structured templates for employee check-ins to ensure consistent feedback and professional development across your entire organization.
- Accountability Chart. Build a visual map of roles and responsibilities so everyone understands exactly what they are horizontal for in the company.
Pricing Comparison
Jetpack Workflow Pricing
- Unlimited clients and jobs
- Unlimited document storage
- Standardized template library
- Basic recurring automation
- Email support access
- Everything in Organize, plus:
- Capacity planning tools
- Advanced team scheduling
- Budgeted vs actual hour tracking
- Priority customer support
Strety Pricing
- L10 Meeting tools
- Rock tracking
- Scorecards and KPIs
- To-Do management
- Standard PSA integrations
- Feedback and 1-on-1s
- Everything in Standard, plus:
- Advanced security options
- Custom onboarding support
- Dedicated account management
- Volume seat discounting
- Custom integration support
Pros & Cons
Jetpack Workflow
Pros
- Extremely easy to set up recurring accounting tasks
- Clean interface that requires very little staff training
- Excellent customer support tailored to accounting needs
- Massive time savings compared to manual spreadsheets
Cons
- Mobile experience is limited compared to desktop
- Reporting customization could be more flexible
- Lacks a built-in client portal for document signatures
Strety
Pros
- Deep integration with ConnectWise and Autotask environments
- Purpose-built for MSPs following the EOS framework
- Simplifies the complex L10 meeting process significantly
- Responsive customer support team for technical setup
- Clean interface that reduces management administrative overhead
Cons
- Requires an existing PSA for maximum value
- Learning curve for teams new to EOS
- Mobile experience is less robust than desktop
- Limited customization for non-MSP business models