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Jirav Success Safari

Want to maximize the impact of FP&A at your company? Take the fast-tracked, 7-step plan, with Success Safari – your pre-configured blueprint, based on decades of best practices.
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What is Success Safari?

Experience the power of a proven path to financial success, with Jirav’s Success Safari. This premium service, built from our background working with 4,000+ businesses and accounting firms, includes expert guidance and a personalized blueprint. It’s equipped with customized KPIs and dashboards, as well as industry-specific metrics tailored to facilitate data-driven decisions. Success Safari ensures the fastest time to value.

Guesswork? Minimized. Wins? Maximized.

Go from confused to confident with…

Maximize results

We get that time is money. And with the phased approach of the stairway, we guarantee you’re up and running on time and on budget.
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Stay on track

Running a business is no easy feat. That's why we've got you covered with preconfigured templates. Want to personalize yours? Work with us to tailor it to your industry and organization.
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Get expert advice

A designated Jirav expert will be your personal safari guide, supporting you in navigating the wilds of FP&A and ensuring your success.
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Progress at your pace

Whether your goal is to gradually increase your usage with a standard budget, or transition towards an industry-specific model, you can do it all.
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Climb the stairway of success.
In light of the varying needs of businesses across diverse industries, we've designed the 7-step plan that allows you to gradually increase your usage of Jirav. Not sure where you stand? Simply evaluate your current financial planning proficiency to identify which step you’re on and start there! Then move forward on your journey to success - just follow the dotted lines!
Learn the basics.
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Connecting & Reporting
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Get started with the basics in account setup, reports and dashboards, and other metrics.
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Immediately report on actuals, compare your financial data with planned targets, and make informed decisions. Calculate key financial metrics in real-time for a deeper understanding of your business health. Visualize your data with performance dashboards, and impress your board with polished reports.
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Workforce Planning
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Learn how to harness your most valuable asset: your team.
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Seamlessly integrate your staffing system to accurately forecast for your highest and most valuable expense: salary and fringe. Formulate strategies for new hires, merit increases, and terminations to align your staffing needs with your business objectives. Gain valuable insights from per-employee workforce metrics, and generate detailed reports to track trends and measure the effectiveness of your workforce strategies.
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Cost Management
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Master drivers and forecasting to optimize expenses.
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Now that you're considering your key inputs, create thoughtful plans for expenses like payroll, consulting, professional services, research and development, travel and entertainment, facilities, marketing, and more. Ensure effective cash management by planning for cash outflows through accounts payable, prepaids, and capital expenditures.
Plan & Forecast for Growth
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Growth Planning
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Set ambitious targets, project revenue, and drive your organization in the right direction.
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Establish revenue targets and margin goals for the growth you want to see. Plus, consider the cash impact of accounts receivable and commission payouts, which are directly linked to a predictable cash flow. These targets and goals will not only allow for progress tracking but also drive growth within the organization.
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Cash Flow Insights
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Monitor cash metrics, generate insightful reports, and pull the right levers to maintain a healthy cash flow.
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Never stress over cash again, thanks to effectively predicting and managing your cash flow. You’ll analyze cash levers (bonus/commission payouts, capital expenditure adjustments, loans, AR/AP), cash metrics (OCF, ICF, FCF, Cash Flow Coverage Ratio, Cash Runway, Zero Cash Date), and cash reports to stay on top of your cash flow and make informed decisions.
Collaborate and thrive.
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Analysis & Training
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Dive deep into actuals and forecasts, margins, and cash on hand to make winning decisions.
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Now you'll bring all your work together for a thorough review of the entire financial model. Review the 3-way financials (Income Statement, Balance Sheet, & Cash Flow Statement) for accuracy, and then make updates like fine-tuning assumptions and adjusting the hiring plan. In this step, you'll also be trained on best practices to leverage the full potential of Jirav going forward.
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Process & Collaboration
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Refine processes, encourage collaboration, and leverage customer success to conquer the safari together.
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Establish processes for creating the annual budget, monthly rolling forecasts, and scenario analyses. Drive accountability by inviting additional stakeholders to review and provide feedback on reports or update their respective parts of the plan. Lastly, you'll work closely with your dedicated Customer Success Manager to ensure you achieve your financial planning goals as your business grows with Jirav.
Start My Safari

Wildly Adaptable Software for Your Industry…

Surmount the unique financial challenges of the life sciences sector. Climb the stairway and join the ranks of thriving organizations navigating the dynamic healthcare landscape with agility and precision.

Navigate the fast-paced tech landscape confidently, making data-driven decisions that fuel your SaaS company’s growth and prosperity. With Success Safari, your ascent on the stairway to SaaS success is not just possible — it's inevitable.

Steer your investment management enterprise towards greater success. Our cutting-edge models, insights, and reports are specifically tailored to balance risk and revenue potential, helping you make smarter, data-driven, financial decisions.

Take your CPG or eCommerce business to new heights. Our pre-configured reports, dashboards, and plans are specifically designed to cater to the online retail sectors. With Success Safari, you gain real-time insights and automated financial planning, optimizing your operations and accelerating your path to market leadership.

Equip your manufacturing business with tailor-made reports, dashboards, and strategic plans. This powerful toolset delivers real-time insights, automating your financial planning, addressing your distinct challenges, and steering your operations toward increased efficiency and profitability.

Don’t see your industry here? Jirav can fuel your growth, no matter what your field. Click below for a quick overview of our FP&A software.
Hear it from our users…
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Our [Jirav Success Safari] team was top notch and really helped us build out custom reporting that is specific to our business. We are moving from complex spreadsheets to the highly visual dashboards and reports of Jirav and seeing better insights than we ever have.
– Ash W.
Small Business Owner
Get started, today.
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Elevate your financial insights like the 4,000+ businesses thriving with Jirav. Don't venture into the financial wilderness alone - let Success Safari be your compass. Contact our dedicated team today to see how you can incorporate Success Safari into your Jirav setup!
Start My Safari