Level Up Your Advisory Practice

Partner with Jirav and gain more than just software. You’ll increase revenue while improving margins in your FP&A services.
Deliver FP&A Confidently With…

Streamlined Reporting

Automate reporting and analytics and compare actuals to budget along with multiple planning scenarios to make informed business decisions for your clients.  Enhance firm-wide efficiencies by standardizing client deliverables so you can scale more effectively.

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Driver-Based Planning

Build budgets, rolling forecasts, and scenario plans to quickly analyze changes in your client's business, while also offering additional insights to ensure the delivery of comprehensive and effective FP&A advisory services.
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Monthly Rolling Forecasts

Spend less time updating and rolling forward forecasts across your client base and more time analyzing and advising your clients. Easily adjust mid to long-range plans and rolling forecasts in minutes and keep a constant pulse on your client’s cash flow and working capital assumptions.
Forecast

Dynamic What-If Scenarios

Your client’s business strategy is constantly changing; easily create new scenario plans by utilizing our cloning capabilities and update key drivers and assumptions to quickly analyze changes in your client’s business and provide guidance.
Scenarios
Custom Reporting

Streamlined Reporting

Automate reporting and analytics and compare actuals to budget along with multiple planning scenarios to make informed business decisions for your clients.  Enhance firm-wide efficiencies by standardizing client deliverables so you can scale more effectively.

Custom Planning

Driver-Based Planning

Build budgets, rolling forecasts, and scenario plans to quickly analyze changes in your client's business, while also offering additional insights to ensure the delivery of comprehensive and effective FP&A advisory services.
Forecasting

Monthly Rolling Forecasts

Spend less time updating and rolling forward forecasts across your client base and more time analyzing and advising your clients. Easily adjust mid to long-range plans and rolling forecasts in minutes and keep a constant pulse on your client’s cash flow and working capital assumptions.
Scenario Planning

Dynamic What-If Scenarios

Your client’s business strategy is constantly changing; easily create new scenario plans by utilizing our cloning capabilities and update key drivers and assumptions to quickly analyze changes in your client’s business and provide guidance.
Partnering Across Teams for Unparalleled Results
How Firms Integrate FP&A with Tax for a Dynamic Client-Centric Advisory

Uncover strategic intersections between Tax, Accounting/CAS, and FP&A, explore optimal team structures for success, and discover best practices for efficient workflow and meeting strategies.

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Maximizing Budget Precision and Efficiency
Strategies for Next-Level Forecasting and Spend Management

Master budgeting, scenario planning, and precise forecasting, while ensuring budget adherence with enhanced spend visibility and real-time management tools.

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Elevate Your Firm with a Vertical Niche Strategy
How to Scale & Optimize Your FP&A Practice with a Vertical Niche Strategy

Discover how a vertical niche strategy leveraging technology, non-financial drivers and metrics, and targeted marketing can elevate your firm.

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Top-rated and exclusively recommended

We’re all about delivering top-notch software that supports the success of our customers

Featured Blogs
How to Increase Profit with a Niche Strategy
How to Increase Profit with a Niche Strategy

Learn the benefits of specializing in a targeted client base and how doing so can lead to standardization, scalability, and increased profits.

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Going Beyond Excel for FP&A
Going Beyond Excel for FP&A

Discover how relying on Excel for FP&A services may be hindering your firm's growth potential. Unlock new opportunities for success with a technology-driven solution.

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How Firms Integrate FP&A with Tax for a Dynamic Client-Centric Advisory
How Firms Integrate FP&A with Tax for a Dynamic Client-Centric Advisory

Learn how to strategically align Tax, Accounting/CAS, and FP&A, explore optimal team structures for success, and discover best practices for efficient workflow and meeting strategies.

Read Now →

Featured Guides
The Ultimate Guide to Dashboards v3
The Ultimate Guide to Dashboards

Learn the best practices for building and maintaining dashboards as well as how to share insights with your clients for improved decision-making.

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Workforce Planning KPIs
Workforce Planning KPIs

Unlock the top employee-related metrics essential to help your clients manage their primary expenses and navigate workforce challenges.

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Mastering FP&A Client Meetings
Mastering FP&A Client Meetings

Set your firm above the rest by establishing yourself as a trusted advisor through impactful meetings that deliver relevant insights to your clients.

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Jirav is much more than software. The Jirav team has guided us on our entire FP&A strategy, including onboarding, training, pricing, packaging, and marketing and sales support. They are a true partner.

Chris Gallo, Partner
Creative Planning Business Services (BerganKDV)
Frequently Asked Questions
How do I import my client's data?

Jirav has easy integrations to the most commonly used systems such as QuickBooks, Xero, NetSuite, Sage Intacct, Gusto, ADP Run, and more! Always have the latest data available without manual and time-consuming processes.

What type of KPIs and metrics are available?

Jirav offers many out-of-the-box metrics such as zero cash date, cash runway, and average revenue per employee, along with industry-specific KPIs. You can also create custom metrics tailored to your client base.

How can I share deliverables with my clients?

Sharing reports and dashboards from Jirav is simple - invite your clients into their account to view specific deliverables or alternatively, you can export to PDF or spreadsheet to share externally.

Can I build my client's complex revenue model in Jirav?

Absolutely! With Jirav's custom planning, you have the flexibility to build detailed bottoms-up planning and incorporate operational data to fit your client's needs.

Let’s Partner!

Schedule a demo today to get started.