To learn more about Jirav, check out these two upcoming webinars:Â
- Level up Your Financial Outputs: How to Save Time, Add Value, and Delight Clients on May 19 at 2:00 p.m. Eastern Time.
- Using Jirav to go from CPA to CFO and make more đź’°đź’°đź’° on May 26 at 2:00 p.m. Eastern Time.
Plan
Jirav joins operational and financial metrics, allowing you to plan and forecast for clients holistically using data across the whole organization, not just the traditional financial statements. From website visits to staffing —there are many unique metrics driving your business.
With Jirav, you can build a customized, driver-based financial model, automatically import your actuals from QuickBooks, Xero, Gusto, and/or Google Sheets, report on budget vs. actual and reforecast, all with a few clicks.
Compare this to building and updating models in Excel, which is inefficient, inaccurate and ineffective. Jirav makes modeling and planning a breeze with consolidated financial, workforce and operational data.
Report
Who has time to wait for intel these days? Trade in your clunky Excel reports for a modern, automated reporting solution that gives clients what they want in minutes. Import data from your accounting system, update, and share monthly reporting packages in seconds.
Easily view and report on performance from one budget to the next or plan vs. actuals with easy to read variance reports. Customize your Executive Summary reports with what matters to your clients, such as visual cash flow projections, custom KPIs, nonfinancial metrics, and headcount by department.
Once you’ve created a reporting package, it’s easy to copy that package to other clients so you don’t have to build it from scratch all over again.Â
Dashboard
Tailor the story to different audiences with powerful financial dashboard software. With drag-and-drop data visualization, you can create and share multiple dashboards to drive fast decision making.
Create custom charts and tiles to transform data into connected intelligence and instantly see plan vs. actuals, rolling forecasts and downstream effects.
Want to keep clients engaged with their data? With Jirav, you get an unlimited number of read-only users to share dashboards and reports insight in seconds—without having to explain a thing.