A beautiful view of the future for you and your clients

Save time, add value, and delight your clients with all-in-one forecasting, budgeting, reporting, and dashboarding.

JOIN PARTNER PROGRAM

CONNECT DATA TO AUTOMATE REPORTING

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Products designed for accountants at every stage of the advisor journey

Financial planning and analysis solutions for where you are now and where you want to go

See All Features

All Features

LITE
STARTER
PRO
ENTERPRISE
FEATURES LITE STARTER PRO ENTERPRISE
Best Practice Dashboard + Report Templates
Custom Dashboards + Reports + KPIs
Executive Summary Report
Accounting Integrations
Accounting integrations include QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, and Oracle Netsuite.
Accounting integrations include QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, and Oracle Netsuite.
Accounting integrations include QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, and Oracle Netsuite.
Accounting integrations include QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, and Oracle Netsuite.
Accounting integrations include QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, and Oracle Netsuite.
Payroll Integrations
Current payroll integrations include Gusto. Import workforce data from other payroll systems via an Excel file.
Current payroll integrations include Gusto. Import workforce data from other payroll systems via an Excel file.
Current payroll integrations include Gusto. Import workforce data from other payroll systems via an Excel file.
Current payroll integrations include Gusto. Import workforce data from other payroll systems via an Excel file.
Current payroll integrations include Gusto. Import workforce data from other payroll systems via an Excel file.
Firm Implementation Support
Unlimited Partner Admin | Editor Users
Includes unlimited admin / editor users for the partner firm. Users must register with an email address on the partner firm domain.
Includes unlimited admin / editor users for the partner firm. Users must register with an email address on the partner firm domain.
Includes unlimited admin / editor users for the partner firm. Users must register with an email address on the partner firm domain.
Includes unlimited admin / editor users for the partner firm. Users must register with an email address on the partner firm domain.
Includes unlimited admin / editor users for the partner firm. Users must register with an email address on the partner firm domain.
Unlimited Read-Only Users (Dashboards & Reports)
Share dashboards and reports with an unlimited number of users
Share dashboards and reports with an unlimited number of users
Share dashboards and reports with an unlimited number of users
Share dashboards and reports with an unlimited number of users
Share dashboards and reports with an unlimited number of users
Included Client Admin / Editor Users
Number of admin / editor users included for clients per Jirav account

5

Number of admin / editor users included for clients per Jirav account

2

Number of admin / editor users included for clients per Jirav account

5

Number of admin / editor users included for clients per Jirav account

15

Number of admin / editor users included for clients per Jirav account
Firm Admin Training
Customer Success Manager
Technical Support
Includes email support and scheduled meetings with the support team via Zoom
Includes email support and scheduled meetings with the support team via Zoom
Includes email support and scheduled meetings with the support team via Zoom
Includes email support and scheduled meetings with the support team via Zoom
Includes email support and scheduled meetings with the support team via Zoom
Report by Department

Dashboard Capacity

3 dashboards

3 dashboards

8 dashboards

16 dashboards
Report Package Capacity

3 report packages

3 report packages

8 report packages

16 report packages
Budget vs. Actuals

Pro Forma 3-Way Financials

Financial Forecasting

Cash Flow Projections

Workforce Planning

Custom Data Modeling

Scenario Planning

2 active plans

3 active plans

5 active plans
Historical Planning Window

Previous fiscal year

3 fiscal years

5 fiscal years
Forecast Planning Window

Current + 1 fiscal year

Current + 3 fiscal years

Current + 5 fiscal years
Custom Tables

2 custom tables

8 custom tables

20 custom tables
Collaborative Planning
Share and collaborate on plans with firm staff and client admin/editor users

Share and collaborate on plans with firm staff and client admin/editor users

Share and collaborate on plans with firm staff and client admin/editor users
Share and collaborate on plans with firm staff and client admin/editor users
Share and collaborate on plans with firm staff and client admin/editor users
Plan by Department

Planning Departments

5

15
Optional Add-On Custom Firm Group Training
Available for an additional fee
5+ admin | users. Each receive Pro test account

✓ - $

Available for an additional fee
5+ admin | users. Each receive Pro test account

✓ - $

Available for an additional fee
5+ admin | users. Each receive Pro test account

✓ - $

Available for an additional fee
5+ admin | users. Each receive Pro test account

✓ - $

Available for an additional fee
5+ admin | users. Each receive Pro test account
Optional Add-On Professional Services
Available for an additional fee
Examples include building your first Pro forecast and creating custom dashboards and reports

✓ - $

Available for an additional fee
Examples include building your first Pro forecast and creating custom dashboards and reports

✓ - $

Available for an additional fee
Examples include building your first Pro forecast and creating custom dashboards and reports

✓ - $

Available for an additional fee
Examples include building your first Pro forecast and creating custom dashboards and reports

✓ - $

Available for an additional fee
Examples include building your first Pro forecast and creating custom dashboards and reports
Optional Add-On: Booster Packs
Booster packs are available for an additional fee and enable additional capacity for departments, active plans, and custom tables.

Booster packs are available for an additional fee and enable additional capacity for departments, active plans, and custom tables.

Booster packs are available for an additional fee and enable additional capacity for departments, active plans, and custom tables.

✓ - $

Booster packs are available for an additional fee and enable additional capacity for departments, active plans, and custom tables.

✓ - $

Booster packs are available for an additional fee and enable additional capacity for departments, active plans, and custom tables.
Optional Add-On: Advanced Sales & Bookings
Available for an additional fee

Available for an additional fee

Available for an additional fee

Available for an additional fee

✓ - $

Available for an additional fee

*For more detailed information on product packaging and the limits that apply, please see our Terms of Use.

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Bruce Phillips
Bruce Phillips
Managing Director & Partner at Aprio Cloud

Jirav excites me because data visualization is the key to working with clients, advising them, and getting them engaged. Just seeing where you’ve been won’t cut it anymore. Jirav is a core element of the next generation of client solutions for Aprio and Aprio Cloud.

All-In-One Plans, Reports & Dashboards

Smart, powerful, driver-based forecasting & budgeting

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Modern & engaging dashboards with custom KPIs

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Beautiful, tailored reporting & unlimited sharing

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Modern & engaging dashboards with custom KPIs

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Smart, powerful, driver-based forecasting & budgeting

plans-driver-creation

Beautiful, tailored reporting & unlimited sharing

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JOIN PARTNER PROGRAM
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KPI Reports & Dashboards


Create a better client experience and enjoy a competitive advantage with more meaningful reporting presented visually for easy interpretation.

  • Automated Monthly Reporting - Save time with beautiful, standardized monthly report packages customizable to individual client needs.
  • Visual KPI Dashboards - Deploy real-time KPI dashboards to your clients to drive smarter business decisions.
  • Goals vs. Actuals – Set goals for what matters most to your clients and track progress across financial, operational, and custom metrics.
  • Unlimited Sharing - Built-in role-based security & collaboration on financials and plans with clients, and unlimited sharing with read-only users.

Join Partner Program

Planning, Budgeting & Forecasting


Move client discussions from what’s happened to where they are going. Guide your clients to success using best practices from thousands of companies in one simple, easy to use platform.

  • Driver-based Financial Modeling - Create always up-to-date pro forma 3-way financials, staffing plans, and more for your clients.
  • Budget vs. Actuals Reporting - Update and socialize results with clients by month, quarter or year
  • Scenario Comparisons – Help clients forecast growth and manage their cash position now and into the future by comparing forecasts
  • Planning Templates & Tools - Transition your budgeting and forecasting to the cloud and leverage Jirav’s best practices learned from thousands of real-world examples.

Join Partner Program

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Matthew May
CFO at Acuity

Jirav bridges the gap between planning and tracking. Now instead of presenting our clients with Excel models that go stale the next day, we leverage Jirav's technology to help them manage their business in real-time.

Partner Program Membership is FREE


With Jirav’s Partner Portal, your Client Accounting Services team will see all your clients at a Jirav’s Eye View; when the books were closed, who’s on what account, and where things stand. Join today and put your clients and your firm on the path to success.

Benefits include:

  • Dedicated Partner Account Manager (at Gold Level) — to help you be more successful
  • Dedicated Partner Implementation Manager — to support your Jirav launch
  • Partner Certification Program — to power up your staff with new FP&A skills
  • Wholesale Pricing — to drive profitable margins
  • A Free Jirav Account* — so your firm can enjoy the benefits of Jirav internally

* when you add your first client

JOIN PARTNER PROGRAM

Exclusive Jirav Accountant Partner Program Pricing

 

Silver

Gold

Platinum

Pricing

1-9 Clients - 10% off

30+ Clients - 70% off

100+ Clients

10+ Clients - 50% off

30 for $30/each

Call us

Relationship Support
Dedicated implementation manager
Dedicated account manager
Firm branded client dashboards
VIP onsite team training
 

 

 

10+ Clients

 

 
 

 

 
   

 

Marketing Tools
Jirav branded collateral
Certification badges
Co-branded collateral
VIP webinars

 

 

 

 

 

 
 

 

 
   

 

Software for your Firm
Free Jirav Lite Account
Free Jirav Pro Account
Free Jirav Enterprise Account

 

 

 
 

 

 
   

 
JOIN PARTNER PROGRAM
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Matthew May

CFO, Acuity

Jirav bridges the gap between planning and tracking. Now instead of presenting our clients with Excel models that go stale the next day, we leverage Jirav's technology to help them manage their business in real-time

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