--- title: Reporting & Planning Software for Accounting and CFO Advisory | Jirav description: An 'all-in-one' solution for a financial consulting agency, Jirav offers the best software solution to improve efficiency and drive your business forward. image: https://www.jirav.com/hubfs/header-logo.png --- ![](https://www.jirav.com/hs-fs/hubfs/Imported%20sitepage%20images/header-logo.png?width=98&name=header-logo.png) - [ Solution ](https://www.jirav.com/reporting-planning-purpose-built-for-accounting-cfo-advisory-firms) - Menu / Solution - [Reporting & Dashboards ](https://www.jirav.com/accounting-reporting-and-dashboards) Streamline and automate financials and dive deeper into the analytics [Planning, Budgeting & Forecasting ](https://www.jirav.com/accounting-planning-budgeting-forecasting) Dynamically forecast your client’s income statement, balance sheet, and cash flow [Integrations ](https://www.jirav.com/product/advisory-integrations) Quickly connect accounting, payroll, and operational data [Industry Solutions ](https://www.jirav.com/accounting-industry-solutions) Utilize industry-specific templates crafted from best practices - 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[![eide_bailly_logo](https://www.jirav.com/hubfs/Customer%20Logos/eide_bailly_logo.svg) ](##) # Reporting & Planning. All-in-one. # Custom Reporting Automate reporting and analytics and compare actuals to budget along with multiple planning scenarios to make informed business decisions for your clients. # Custom Planning Build budgets, rolling forecasts, and scenario plans to quickly analyze changes in your client's business and efficiently deliver your FP&A advisory services. ## Reporting & Dashboarding Streamline your monthly close process and efficiently deliver reporting and KPI packages for your clients with just a few clicks. Leverage our industry-specific templates and customized reports to create management and board reports to scale across your practice. ## Budgeting Build dynamic budgets with our driver-based modeling to ensure your clients stay on track to achieve their financial goals. ## Forecasting 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 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. ![Macbook Air (2022)](https://www.jirav.com/hs-fs/hubfs/Macbook%20Air%20(2022).png?width=752&height=456&name=Macbook%20Air%20(2022).png) [![CorporatePerformanceManagement(CPM)_HighPerformer_HighPerformer](https://www.jirav.com/hubfs/Outliant%20Badges%202023/CorporatePerformanceManagement(CPM)_HighPerformer_HighPerformer.png) ](##) [![CorporatePerformanceManagement(CPM)_HighPerformer_Small-Business_HighPerformer](https://www.jirav.com/hubfs/Outliant%20Badges%202023/CorporatePerformanceManagement(CPM)_HighPerformer_Small-Business_HighPerformer.png) ](##) [![CorporatePerformanceManagement(CPM)_EasiestToDoBusinessWith_Small-Business_EaseOfDoingBusinessWith](https://www.jirav.com/hubfs/Outliant%20Badges%202023/CorporatePerformanceManagement(CPM)_EasiestToDoBusinessWith_Small-Business_EaseOfDoingBusinessWith.png) ](##) [![CorporatePerformanceManagement(CPM)_MostImplementable_Small-Business_Total](https://www.jirav.com/hubfs/Outliant%20Badges%202023/CorporatePerformanceManagement(CPM)_MostImplementable_Small-Business_Total.png) ](##) [![BudgetingandForecasting_BestRelationship_Small-Business_Total](https://www.jirav.com/hubfs/Outliant%20Badges%202023/BudgetingandForecasting_BestRelationship_Small-Business_Total.png) ](##) [![BudgetingandForecasting_HighPerformer_Mid-Market_HighPerformer](https://www.jirav.com/hubfs/Outliant%20Badges%202023/BudgetingandForecasting_HighPerformer_Mid-Market_HighPerformer.png) ](##) [![BudgetingandForecasting_MomentumLeader_Leader](https://www.jirav.com/hubfs/Outliant%20Badges%202023/BudgetingandForecasting_MomentumLeader_Leader.png) ](##) [![BudgetingandForecasting_Leader_Small-Business_Leader](https://www.jirav.com/hubfs/Outliant%20Badges%202023/BudgetingandForecasting_Leader_Small-Business_Leader.png) ](##) [![CorporatePerformanceManagement(CPM)_BestEstimatedROI_Mid-Market_Roi](https://www.jirav.com/hubfs/Outliant%20Badges%202023/CorporatePerformanceManagement(CPM)_BestEstimatedROI_Mid-Market_Roi.png) ](##) [![BudgetingandForecasting_Leader_Leader](https://www.jirav.com/hubfs/Outliant%20Badges%202023/BudgetingandForecasting_Leader_Leader.png) ](##) [![G2_Badge_UserLoveUs2021.png](https://www.jirav.com/hubfs/G2_Badge_UserLoveUs2021.png.svg) ](##) [![CPA Partnership Badge-01 1](https://www.jirav.com/hubfs/CPA%20Partnership%20Badge-01%201.svg) ](##) [![FinancialAnalysis_BestMeetsRequirements_MeetsRequirements.png](https://www.jirav.com/hubfs/FinancialAnalysis_BestMeetsRequirements_MeetsRequirements.png.svg) ](##) [![FinancialAnalysis_Leader_Leader.png](https://www.jirav.com/hubfs/FinancialAnalysis_Leader_Leader.png.svg) ](##) [![BudgetingandForecasting_MomentumLeader_Leader.png](https://www.jirav.com/hubfs/BudgetingandForecasting_MomentumLeader_Leader.png.svg) ](##) [![FinancialAnalysis_EasiestToDoBusinessWith_EaseOfDoingBusinessWith.png](https://www.jirav.com/hubfs/FinancialAnalysis_EasiestToDoBusinessWith_EaseOfDoingBusinessWith.png.svg) ](##) [![FinancialAnalysis_BestSupport_QualityOfSupport.png](https://www.jirav.com/hubfs/FinancialAnalysis_BestSupport_QualityOfSupport.png.svg) ](##) ![quote-icon](https://www.jirav.com/hubfs/April2021/images/quote-icon.svg) #### We’re already much more of a partner with our clients, rather than the people who just compile reports for them. We’ve already started to see so many new opportunities for serving our clients better - and we have more time to pursue those opportunities. Dennis Najjar CEO & Co-Founder AccountingDepartment.com Firms **Make More Money** With Jirav Grow revenue and improve margins  by offering budgeting and forecasting services with Jirav Generate Firm Revenue Firms that offer high-demand FP&A Advisory services are 34% more profitable than those that don’t. Save Time Grow your client base without scaling staff through automation and standardization, putting the burden of work on systems instead of people. Increase Revenue Per Client By offering FP&A Advisory services you’ll create more strategic longer-lasting client relationships and increase long-term value (LTV). Gain A **Strategic** Advantage Set yourself apart by utilizing a modern FP&A software with Jirav From Hindsight to Foresight Firms that offer FP&A Advisory services gain a strategic advantage through a differentiated offering, moving from historical reporting to future planning service offerings. Increase Client Loyalty FP&A Advisory services allow you to gain deep insight into your client’s strategy and business, enhancing the strategic advisor relationship. Expand Your Capabilities By offering FP&A Advisory services you are investing in yourself and broadening the skillset of your staff. Create **Standardization** For Scale Reduce staff time through automation and improve firm margins with Jirav Standardize Your Product Offering Put your firm in control by focusing your team on a set of services and deliverables that are consistent across your client base and avoid scope creep. Develop Industry Expertise With Jirav, we will guide you to develop industry best practice models to differentiate you in the marketplace. Scale Across Practice By creating a standardized reporting and planning solution, you can successfully scale your FP&A Advisory service offering to dozens of clients to increase revenue and improve margins. Leverage Our **Expertise** Jirav is more than FP&A software We Are FP&A Experts With our team of FP&A experts, we will guide you every step of the way to build and grow your FP&A Advisory practice. We Guide You To Success From onboarding and training to professional services, your firm’s success is our number one priority. Accelerate Your FP&A GTM Strategy We've advised firms on their FP&A product, pricing, marketing, and sales strategies - you get access to our team of experts and playbook so you can grow your FP&A practice. ## Supporting **Reporting & Planning** For Accounting & CFO Advisory Firms And Their 2,000 Small and Mid-Market Clients Summit Virtual CFO by Anders AccountingDepartment.com Compass East ### Summit Virtual CFO uses Jirav to build advisory-led, impenetrable client relationships In order to maintain their 94% retention rate, Summit Virtual CFO needed a cloud-based FP&A software that would give them in-depth modeling and forecasting during live meetings with their clients to help guide their business decisions. After evaluating several solutions, they chose Jirav to scale their virtual CFO practice and were able to bring even greater value to their clients. [ See The Results ](https://www.jirav.com/customer-case-study/summit-cpa-builds-advisory-led-client-relationships-with-jirav) ![Summit-Virtual-CFO_white_rgb-1](https://www.jirav.com/hs-fs/hubfs/Summit-Virtual-CFO_white_rgb-1.webp?width=250&height=159&name=Summit-Virtual-CFO_white_rgb-1.webp) [ See The Results ](https://www.jirav.com/customer-case-study/summit-cpa-builds-advisory-led-client-relationships-with-jirav) ### How AccountingDepartment.com went from accounting hindsight to advisory foresight in 2 months with Jirav To achieve aggressive growth goals AccountingDepartment.com used Jirav to successfully standardize their reporting and processes leading to increased efficiency. This allowed them to expand and deepen their client relationships by providing higher-value FP&A Advisory services.  [ See The Results ](https://www.jirav.com/customer-case-study/accountingdepartment-com-gained-advisory-foresight-with-jirav) ![AccountingDepartment-logo-1](https://www.jirav.com/hubfs/AccountingDepartment-logo-1.svg) [ See The Results ](https://www.jirav.com/customer-case-study/accountingdepartment-com-gained-advisory-foresight-with-jirav) ### Rocket to Revenue: How Compass East doubled new client engagement with FP&A advisory powered by Jirav Compass East is a modern accounting and FP&A advisory firm that provides industry-specific solutions to assist businesses with implementing sound, streamlined financial processes. Driven by customer needs, the shift to offering FP&A Advisory services with Jirav doubled new recurring revenue. [ See The Results ](https://www.jirav.com/customer-case-study/compass-east) ![compass__east-1](https://www.jirav.com/hubfs/compass__east-1.svg) [ See The Results ](https://www.jirav.com/customer-case-study/compass-east) # The last demo you'll ever need. Schedule a demo today to get started. [ Book a Demo ](https://www.jirav.com/request-demo) #### Ready for a concise demo, tailored to your industry? First, we need some info. Share your details below, so we can better serve you and your company. ![](https://ws.zoominfo.com/pixel/GayWM7nWYSEC9X3nq2tn) ```json { "@context" : "http://www.schema.org", "@type" : "AccountingService", "address" : { "@type" : "PostalAddress", "addressCountry" : "United States", "addressLocality" : "San Francisco", "addressRegion" : "CA", "postalCode" : "94102", "streetAddress" : "25 Taylor Street" }, "description" : "Jirav is a business planning software powering financial planning and analysis in the cloud with all-in-one forecasts, budgets, reports, and dashboards", "geo" : { "@type" : "GeoCoordinates", "latitude" : "37.782585", "longitude" : "-122.411255" }, "image" : "https://www.jirav.com/hs-fs/hubfs/Jirav_SitePageAssets_Feb2018/Jirav%20Logo%20for%20top%20nav.png?width=1200&height=510&name=Jirav%20Logo%20for%20top%20nav.png", "logo" : "https://www.jirav.com/hs-fs/hubfs/Jirav_SitePageAssets_Feb2018/Jirav%20Logo%20for%20top%20nav.png?width=1200&height=510&name=Jirav%20Logo%20for%20top%20nav.png", "name" : "Jirav", "openingHours" : "Mo, Tu, We, Th, Fr 09:00-17:00", "priceRange" : "$100/month-$750/month", "sameAs" : [ "https://www.instagram.com/gojirav/", "https://www.linkedin.com/company/jirav/", "https://twitter.com/GoJirav", "https://www.facebook.com/GoJirav/" ], "url" : "https://www.jirav.com/" } ```