Financial Planning & Analysis Solution for Accounting Firms

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Grow firm
revenue

Firms that offer high-demand advisory services like budgeting, forecasting, and FP&A are 34% more profitable than those that don’t. With our training and technology, offering these services is easy.

Increase revenue
per employee

Grow your client base without scaling staff by leveraging integrations and automation, putting the burden of work on systems instead of people.

Realize more revenue per client

By offering higher-value FP&A advisory services, you’ll create more strategic, longer-lasting client relationships, with the added bonus of more revenue per client.

FP&A built for accounting firms

360-degree view of your clients' businesses

Jirav is the only financial planning and analysis (FP&A) solution that provides hindsight on past performance, insight into the present, and foresight for what’s next. Help clients understand where their business has been, and what actions to take for future success.
Templates and toolkits

Jirav comes with pre-built reports, dashboards, and plans so you can produce client deliverables within minutes of connecting to their accounting systems.
Integration and automation

With out-of-the-box integrations to your clients’ systems of record, you can automate tedious tasks and easily populate and update dashboards, models, and more with the click of a button.

The forecasting discussion - where your business is going - is the conversation we want to have with clients. With Jirav, we provide KPIs, dashboards, metrics, month-over-month, year-over-year and five-year cash flow reports. Our team can grab that information and translate it into optics for the client business. This is extremely powerful. It's where the future is and it's where we're definitely focused.

Chris Gallo, Project Manager & Sr. Controller
AccountingDepartment.com

Example advisory services enabled by Jirav

Budgets

Build trended budgets in minutes or create complex model-based budgets.

Forecasts

Build and adjust client forecasts based on actuals. Predict how the month or next 5 years will develop.

Plans

Create financial and non-financial plans, to offer clients the strategic tools necessary to hit goals.

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Report packages

Instantly generate a variety of reports and automate into client ready report packages.

Dashboards

Templated, customizable dashboards, beautifully accurate and on-demand for clients at any moment.

Variance analysis

Automate budget vs. actual and variance reports so clients know exactly how they are doing against plan.

Cash flow
optimization

Track burn rate and use rolling forecasts with scenario analysis to help clients determine cash strategies.

Scenario planning

Create and compare multiple scenarios for your clients and find optimal growth strategies.

The Jirav Tower

Get best practices insights for CAS practices learned from our more than 1500+ customers.

Integrate other managed systems and key financial data

Jirav built our integrations with accounting firms in mind. This means fast, powerful integrations that don't require consulting services. Integrate your clients' financial systems with Jirav and generate 3-way financials, dashboards, and other key insights in minutes. Combine data from actuals and non-financial data with driver-based plans and unlock the ability to offer strategic advisory services to your clients.

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Partner with Jirav to grow your practice revenue

Jirav is more than just a software vendor—we're your true partner through the FP&A journey. We know expanding into FP&A advisory can be intimidating, so that’s why we partner with accounting firms to provide help and guidance through every step of the journey.

The Jirav Partner Program is your key to FP&A success—we provide the resources that will take you step-by-step through the process of building an FP&A practice and how to grow your revenue. Plus, you’ll have access to experts who will guide you through the onboarding process, plus certification and training to help you become your own expert. Learn more about the program and the benefits and rewards you can gain by joining.

Learn about our partner program

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Top-rated and recommended

Driven by the passion for financial excellence and a relentless desire for the success of our customers and partners.