At Jirav, we know that financial reporting isn't just about numbers - it's about insights. That’s why we’re excited to introduce powerful new features that make report building more flexible, customizable, and insightful than ever before. Furthermore, two new features will let you expand the kind of data you bring into Jirav for reporting while also expanding the types of organizations you can report for. 

Let’s dive into our latest updates to focus on giving you greater control over how you view and analyze financial data, helping you tailor reports to meet your clients' specific needs.

What’s New?

Budget Imports are Here

Did you build a budget in QuickBooks or elsewhere and now want to use it for monthly planning and advisory? Quickly bring existing data into Jirav using Excel for speedy budget vs actuals analysis or enhancing your models. 

Here’s what you can import into Jirav through the updated Integrations (previously Actuals) page:

• General Ledger Data
• Operational/Custom Data like unit sales per month, website traffic, leads, and more

Key Benefits:

• Leverage previously built work and richer data to form the base for your plans
• Save time and potential errors by importing this data instead of manually adding it in

For more information and details, visit our Help Center

Non-Profits – Report on Net Assets Without Workarounds

We removed the requirement for a Retained Earnings account to be mapped in order to integrate with Jirav. You can now choose which Equity Account to use for the Net Assets/equivalent calculation.

Key Benefits:

• Flexibility to report on and display accounts that matter to mission-driven organizations, expanding who can make the most of Jirav

For more information and details, visit our Help Center

Multiple Column Groups for Enhanced Comparisons

With our new Multiple Column Groups feature, you can now build reports with multiple time granularities and variance comparisons within a single report. Previously, creating reports with different time frames (such as monthly, quarterly, and yearly views) required separate reports. Now, you can consolidate these views into one streamlined report, making analysis faster and easier.

Key Benefits:

• Eliminate the need to generate multiple reports for different time periods
• Compare actuals vs. forecasts seamlessly across various time frames
• Provide more insightful, comprehensive reports for your clients

See it in Action below:

For more information and details, visit our Help Center

Column Header Customization

We understand that every financial team has unique preferences for organizing and presenting data. That’s why we’ve introduced Column Header Customization, allowing you to re-order key column headers (Source, Time Period, and Actuals vs. Forecast) with simple drag-and-drop functionality. Also, choose whether to merge headers where possible.

Key Benefits:

• Organize columns in a way that makes the most sense for your analysis
• Improve readability and efficiency in report interpretation
• Reduce clutter by merging redundant headers for a cleaner, more streamlined view

For more information and details, visit our Help Center

Manage Labels to Rename System Accounts

Not all businesses are structured in the same way. So we’ve expanded customization options, allowing you to rename more system account categories, such as Bank Accounts or Retained Earnings. This helps you align reports and deliverables with the specific terminology used in your client’s business operations.

Key Benefits:

• Improve clarity by using client-specific naming conventions
• Ensure financial reports align with how your client structures their accounts
• Customize deliverables for a more tailored client experience

For more information and details, visit our Help Center

Ability to Hide Report Sections

Different companies have different reporting requirements and expectations. You now have additional flexibility in choosing which financial statement headings to hide within the Income Statement and Executive Summary reports. This allows you to customize reports even further by removing irrelevant sections.

Key Benefits:

• Keep reports concise by hiding unnecessary financial statement headings.
• Customize views based on client needs, such as hiding COGS if not relevant.
• Improve clarity and focus in financial presentations

Partner Account Templates

When you create a new account from your partner portal, the underlying templates have been updated to provide more value right from the start. These templates now include relevant dashboards and report packages with out-of-the-box KPIs embedded, streamlining the onboarding process. Use these templates as is or further refine them to create your own firm templates.

Key Benefits:

• Save time with pre-built templates designed for immediate insights
• Provide instant value to clients as soon as their actuals are connected
• Standardize reporting frameworks across multiple client accounts

Why These Updates Matter

These enhancements aren’t just about convenience; they’re about empowering more finance teams with deeper, more flexible reporting capabilities. By expanding the possibilities for reporting, streamlining the outputs you need, and giving you more control over how information is presented, we’re helping you spend less time formatting and more time analyzing and advising.

Get Started Today

These new features are now live in Jirav, ready for you to explore and implement. Whether you’re preparing reports to support your clients' financial decision-making or enhancing the insights you provide, our latest updates ensure you can do it all with greater efficiency and clarity. Log in now to test out these new enhancements, and as always, we’d love to hear your feedback!

Stay tuned for more updates as we continue to evolve and improve your financial reporting and budgeting experience.