As you scale your advisory services, you'll need a process in place to help work through your clients' questions. Download this 5-step guide to walk through how to use advisory sessions to build forecasts, models, and plans that will show your clients where their business has been, and where it's going.
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Instantly generate historical and pro forma 3-way financial statements
Track your performance to plan and see variances
Predict how the next month, quarter, and year will develop
Compare multiple scenarios for your team or across your entire business
Plan hires by person, position, driver, or capacity based
Combine groups of reports into recurring packages
Live rolling forecasts to track burn rate and cash flow
Add any custom KPI to see it in the past and future
Driver- and project-based OpEx and CapEx budgets
Calculate quotas, bookings, upsells & renewals. Forecast billings & assign revenue recognition
Easily invite and share financial dashboards, reports and plans across your company
Web based application, mobile reporting
Ensure the right information is shared with the right people
Plan faster with best practice templates
Get notified if something needs your attention
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
As a business owner, Jirav gives me a real-time knob to turn for immediate feedback if we add stores, products, events or personnel. It enables us to accurately forecast the trajectory of our business on a monthly basis, quickly add or adjust assumptions and validate our decisions.
Jirav is powerful, customizable, and very interactive. Most importantly, it helps our clients quickly analyze their business and plan for the future. Love it!