With historical data feeding into Jirav in real time you can focus on the next level of client advisory by automating and streamlining the planning process. Jirav makes creating and maintaining financial forecasting models across all three financial statements easy. Whether you prefer ready-to-use industry templates or customized models, Jirav offers seamless creation without the hassle of spreadsheets. 

Start the budgeting conversation with clients by leveraging Jirav's Autoforecast feature to harness AI-driven logic to generate forecasts based on historicals and seasonal trends with the click of a button.

Firms that understand their client’s business goals and targets and advise them on how to achieve these can build deeper and longer-lasting relationships with their clients while also differentiating themselves from other firms.

Start with last year’s numbers or build from scratch. With Jirav, you have the flexibility to forecast based on historical results, set annual targets, or budget from the bottom up by creating drivers linked to planned business activity. Gain a strategic advantage by delivering valuable insights and guidance to your clients.

For most small and mid-size businesses, cash is the fuel that drives the engine. Cash balances maintained in Excel quickly get outdated and messy, making them unreliable and time-consuming to update. 

In Jirav, you can define working capital assumptions to accurately drive cash flow forecasts and build what-if scenarios that tie to cash impacts. Our three-way statements are automatically updated to show your clients exactly where they stand with cash and drive confident decision-making.

Establishing a recurring cadence of client touchpoints is key to developing a successful FP&A practice and delivering value to clients. To prepare for the conversation, you must roll forward the actuals but doing this in Excel is a manual and time-consuming process that drains staff resources and leads to less frequent client meetings.

Jirav integrates with your clients’ key systems, allowing you to create monthly rolling forecasts with just a few clicks. You can also set plans to automatically roll forward, freeing up your team to focus on higher-value tasks. Elevate your monthly touchpoints with clients to review results and guide them with strategic business insights, establishing yourself as their trusted business advisor.

Many businesses don’t plan for multiple scenarios because it’s a daunting task in Excel. But with Jirav, you can proactively plan for your client’s future decisions like changes in product pricing, new hires, and best-case or worst-case outcomes to see the impact across all three financial statements immediately. 

Analyze various scenarios to help your client make informed decisions and choose the best strategy to stay ahead of their competitors and mitigate controllable risks. Utilize Jirav to effortlessly provide the services that businesses are asking for in today’s economy.