Reporting & Planning Purpose-Built
For Accounting & CFO Advisory Firms.

Drive efficient growth in your accounting and finance practice with Jirav's all-in-one forecasting, budgeting, reporting and dashboarding solution.

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For modern accounting & CFO advisory firms

Gain a competitive edge and efficiently grow your accounting and finance practice by standardizing your reporting and finance deliverables to your clients.

For small and midsize companies

Confidently drive your business forward by  streamlining your budgeting and forecasting process to keep your business on track.

The reporting and planning solution
recommended by CPA.com

We're all about delivering a top-notch software that supports the success of our clients and partners.

Discover the world of dynamic reporting and planning
01

Integrate Quickly

Connect your accounting, workforce, and operational data in minutes to create the foundation of your reporting and planning deliverables for your clients.
02

Build Dynamically

Construct budgets, rolling forecasts, and scenario plans to quickly analyze changes in your clients business and efficiently deliver your FP&A advisory services.
03

Analyze Intelligently

Combine accounting, workforce, and operational data to provide richer insights reporting to your clients while standardizing your firm's processes.
Reporting & Planning. All-in-one.
Budgeting Gain control of your annual planning and budgeting process, by ditching your outdated V50 Excel model. Embrace a dynamic approach that leverages our 3-statement, pro forma modeling, allowing you to easily create leadership-approved plans.
Forecasting Spend less time building and more time analyzing. Easily adjust mid, long-range, and rolling forecasts in minutes. Keep a constant pulse on cash flow and working capital assumptions, while forecasting out the pro forma income statement, balance sheet, and cash flow statement.
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Scenario Planning Business strategy is constantly changing; your “I’ll get back to you” Excel model is not. Create multiple scenarios, based on board or leadership input, in a flash. This allows you to evaluate whether a new idea has merit, ensuring your decision-making is always informed.
Reporting & Dashboarding Streamline your monthly close process. Create and deliver your financial packages with just a few clicks, eliminating the stress of manual reporting. You can use industry-specific templates, or create customized reports, and share and collaborate with key stakeholders.
Budgeting
Gain control of your annual planning and budgeting process, by ditching your outdated V50 Excel model. Embrace a dynamic approach that leverages our 3-statement, pro forma modeling, allowing you to easily create leadership-approved plans.
Forecasting
Spend less time building and more time analyzing. Easily adjust mid, long-range, and rolling forecasts in minutes. Keep a constant pulse on cash flow and working capital assumptions, while forecasting out the pro forma income statement, balance sheet, and cash flow statement.
Scenario Planning
Business strategy is constantly changing; your “I’ll get back to you” Excel model is not. Create multiple scenarios, based on board or leadership input, in a flash. This allows you to evaluate whether a new idea has merit, ensuring your decision-making is always informed.
Reporting & Dashboarding
Streamline your monthly close process. Create and deliver your financial packages with just a few clicks, eliminating the stress of manual reporting. You can use industry-specific templates, or create customized reports, and share and collaborate with key stakeholders.

Supporting Reporting & Planning for Accounting & CFO Advisory Firms and their 4,000+ SMBs

Summit uses Jirav to build advisory-led, impenetrable client relationships

Jirav has been instrumental in helping Summit CFO build and deliver scalable CFO services to their clients.
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Scaling Operations: How ClosedLoop raised $45 million to scale their business, by leveraging Jirav

After a 10-year search for an industry-specific FP&A solution, ClosedLoop.ai CEO, Andrew Eye, finally discovered Jirav. As a result, ClosedLoop raised $45 million, which enabled them to scale their operations, hire additional team members, and expand their business.

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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 doubled new recurring revenue.
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The last demo you'll ever need.

Be the hero of your financial success story, with Jirav.
Schedule a demo today to get started.