Jirav
FP&A and workforce planning platform purpose-built for accounting firms and mid-market businesses.
About Jirav
Jirav connects to QuickBooks, Xero, Sage Intacct, and Salesforce, pulls actuals automatically, and lets you build driver-based models where revenue, headcount costs, and cash flow update when you change a single assumption. Accounting firms running outsourced CFO engagements use it to deliver monthly reporting packages and rolling forecasts without rebuilding spreadsheets each period. The automated dashboard layer means clients see live variance reports rather than waiting for a manually assembled PDF. The workforce planning module is more substantive than most FP&A tools at this price tier. You model headcount by department, attach compensation and benefits assumptions to each role, and watch the P&L and cash flow update in real time. Scenario modeling lets you stress-test a hiring plan against a 10% revenue miss or model the cash impact of a new service line before pitching it to a client. Firms already running Planful, Vena, or Adaptive Planning will hit feature overlap immediately and should audit their current stack before committing. Jirav targets firms with 10 to 500-employee clients and works best when the engagement already includes monthly close support — it is not a standalone reporting tool for simple monthly packages.
Best for
Accounting firms offering outsourced CFO/FP&A services and mid-market companies building financial models
Key Features
- Driver-based financial planning with customizable business drivers
- AI-powered forecasting and predictive analytics
- Automated multi-scenario modeling and stress testing
- Workforce planning with headcount and compensation forecasting
- Real-time automated financial reporting and dashboards
Pros & Cons
Pros
- Driver-based models update P&L, cash flow, and headcount costs simultaneously when a single business assumption changes
- Workforce planning module attaches salary, benefits, and start-date assumptions to individual roles rather than department-level lump sums
- Pulls actuals directly from QuickBooks, Xero, and Sage Intacct so variance reports are available the day close finishes
- Multi-scenario modeling is native, not a workaround — you can run base, upside, and downside cases in parallel and share each with different stakeholders
- Client-facing dashboards update automatically, reducing the time spent formatting and distributing monthly board decks
- AI forecasting uses historical actuals and driver trends to suggest forward projections rather than requiring manual assumption entry for every line
Cons
- No free trial or self-serve evaluation tier — you go through a sales demo before seeing the product, which makes vendor comparison slow
- Firms already using Planful, Adaptive Planning, or Vena will find significant capability overlap and are unlikely to run both
- Pricing is quote-only and scales with client count or user seats, so outsourced CFO firms with large client rosters should pressure-test the per-client cost before signing
- The learning curve for driver-based model setup is real — expect 10 to 20 hours of configuration per client before the model runs cleanly
- Smaller user community than category leaders means fewer third-party tutorials, templates, and peer resources when you hit an edge case
- Excel integration is available but bidirectional sync is limited — teams dependent on spreadsheet-first workflows will feel the friction
Ledger Brief Take
Built specifically for accounting firms delivering FP&A services to clients, this goes deeper than typical reporting tools with genuine driver-based planning and workforce modeling capabilities. The AI forecasting feels more integrated than bolted-on, though firms already using advanced planning software may find feature overlap limiting the value proposition.
Frequently Asked Questions
Common questions accountants ask about Jirav.
How does Jirav pricing work and what does entry-level access include?
Jirav does not publish pricing publicly. All plans are quote-based and typically scale by number of client entities or user seats. There is no free tier. Expect a sales process before you see a number. Ask specifically about per-client fees if you run an outsourced CFO practice with more than 10 client entities.
How does the QuickBooks and Xero integration actually work?
Jirav connects via API to QuickBooks Online, Xero, and Sage Intacct and pulls chart of accounts data and actuals automatically. Once connected, monthly actuals populate your models and dashboards without manual imports. The connection is read-only from the accounting system — Jirav does not write back to your general ledger.
How does Jirav compare to Planful or Adaptive Planning?
Planful and Adaptive target enterprise finance teams with larger IT budgets and more complex consolidation needs. Jirav targets accounting firms and mid-market companies with 10 to 500 employees and is faster to configure for that segment. If you need multi-entity consolidation across 20-plus legal entities, Planful is the stronger fit. For outsourced CFO work on SMB clients, Jirav is more practical.
Is Jirav a good fit for a small bookkeeping firm that wants to add FP&A services?
Only if you are committed to building driver-based models for clients, not just delivering monthly reports. The setup time per client is significant. Firms doing straightforward monthly reporting without forward-looking modeling will find the cost and complexity hard to justify against simpler tools like Fathom or Spotlight Reporting.
How does Jirav handle data security and client data separation?
Jirav is SOC 2 Type II certified and maintains logical separation between client entities. Each client's data is kept in a separate workspace. The platform is cloud-hosted. Firms handling clients in regulated industries should request Jirav's security documentation directly during the sales process to confirm controls meet their specific requirements.