Account Subscription Options

Jirav offers two core account subscription types , and each can be set up with or without Departments:

• Essentials

• Enterprise

All plans include reporting, dashboards, KPIs, integrations, and forecasting tools. The differences come down to modeling depth, scenario management, and workforce planning.

This article contains the following content to help understand the differences between the subscription types:

• Feature Comparison Summary

• Driver-based Planning Differences

• Plan Management Differences

• Workforce Differences

• Custom Table Differences

• With Departments or Without Departments

• How to Choose

• Upgrading & Templates

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Difference Summary

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What’s Included in Both

All subscriptions include:

• Accounting integrations (QBO, QBD, Intacct, NetSuite, Xero, Excel)

• Income Statement, Balance Sheet & Cash Flow

• Budget vs. Actual reporting

• Dashboards & KPIs

• Custom Tables for operational metrics

• User permissions & white labeling

• Auto-Forecast (Income Statement)

• AR, AP & Cash forecasting

• Budget & workforce imports

If Departments are enabled (up to 100), you can plan and report by department. Otherwise, planning & reporting is company-level.

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Key Differences Explained

Key Difference 1: Driver-Based Planning

Essentials

• Manual entry or imports

• Auto-Forecast & System AR, AP & Cash Forecasting

• No custom modeling logic

  • No plan drivers (e.g., you cannot build revenue models based on growth rates, model expenses as a % of revenue, utilize headcount-based cost drivers, allocate expenses between departments)

  • No assumptions

  • Custom Tables cannot drive financial plans (e.g., you cannot build a custom table to multiple Units * Price to drive the revenue forecast)

Essentials is Best for: Budget vs. Actual reporting and establishing a historical baseline forecast

 Enterprise

• Full driver-based modeling

• Growth rates, % of revenue, $ per headcount, and allocation logic

• Assumptions to power scenarios and modeling logic

• Custom Tables can drive financial plans (e.g., Units × Price → revenue forecast)

• Multi-variable modeling across financial statements and operational metrics

• Scenario-based planning

Enterprise is best for: operationally driven financial modeling, scenario analysis, and outcome-based planning

Key Difference 2: Plan Management

Essentials

• 1 Budget + 1 Forecast

• No plan archiving

• Plans cannot be locked as a Plan of Record (POR)

• Forecasting limited to approximately one fiscal year at a time

• No plan sharing

You cannot:

• Create multiple versions of a budget

• Archive old plans

• Run multiple what-if scenarios

• Lock a finalized budget

• Create a multi-year forecast
• Share a portion of the plan with a specific user 

Essentials is designed for maintaining one active plan and one high level forecast with updated actuals throughout the budget year.

Enterprise

• Up to 5 Active Plans at once

• Unlimited Archived Plans

• Plans can be locked as a Plan of Record (POR)

• Multi-year forecasting (5+ years)

This allows you to:

• Maintain multiple scenarios

• Run what-if analysis

• Archive prior budgets instead of deleting them

• Lock official budgets while continuing to model new versions

• Create multi-year forecasts
• Share just the relevant portion of the plan with a user so they can manage their section of the budget.

Enterprise supports a full FP&A workflow.

 

Key Difference 3: Workforce

Essentials

• Import actual employees

• Headcount reporting only

No ability to:

• Add future hires

• Model terminations

• Model raises

• Forecast salary expense

Essentials is built to support reporting on actual headcount.

Enterprise

• Plan future hires

• Model terminations

• Model raises

• Automatically forecast salary expense

• Connect headcount to financial drivers

Enterprise supports full workforce financial modeling.

 

Key Difference 4: Custom Tables: Reporting vs. Planning

Both plans allow you to create Custom Tables for KPIs and operational metrics.

However, how they function differs:

Essentials

• Custom Tables are for reporting

• You can manually input values

• You can import values

• You can use Global Drivers to calculate metrics

• Custom Tables cannot drive financial plans

They are separate from your financial model.

Enterprise

• Custom Tables can use plan drivers

• Custom Tables can connect to financial plans

• Custom metrics can influence revenue and expense modeling

This allows operational metrics (like units sold, billable hours, or headcount) to directly power financial forecasts.

 

Key Difference 5: With Departments vs Without Departments

Both Essentials and Enterprise are available as:

• Company-Level

• With Departments (up to 100)

If you choose Company-Level, all planning and reporting is consolidated.

If you choose With Departments, you can:

• Plan by department

• Report by department

• Enable Auto-Forecast by department

• Share department-specific budgets (Enterprise only)

Departments map differently depending on your integration:

• QuickBooks Online → Class or Location

• Intacct → Department or Location

• Xero → Tracking Category (your choice)

• NetSuite → Departments

• Excel → Custom-defined structure

If your accounting file does not use departments, your Jirav account will operate at the company level.

 

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How to Choose

Choose Essentials if you need:

• Budget vs. Actual reporting

• KPI dashboards

• Simple forward-looking forecasting

• A streamlined planning structure

• To create a reporting & dashboard template for your firm

Choose Enterprise if you need:

• Driver-based financial modeling

• Multi-scenario planning

• Workforce forecasting

• Multi-year projections

• Collaborative department budgeting

Upgrades & Templates

Jirav accounts can always be upgraded, but they cannot be downgraded after creation.

For example:

• Essentials → Enterprise ✅

• Adding Departments to an existing account ✅

• Enterprise → Essentials ❌

• Removing Departments ❌

Because downgrades are not supported, we typically recommend selecting your initial configuration as Essentials.

Industry Blueprints Available in Essentials

New Essential accounts include the option to start with a pre-built industry blueprint template to help you get started quickly. These include dashboards and reporting structures tailored to:

• SaaS

• Nonprofit

• Healthcare

• Product-Based Businesses

• Professional Services

Blueprints provide a strong starting point, and you can fully customize them once the account is created. All subscription levels include a General blueprint option as well.

Creating Your Own Templates

Partners can also create their own templates inside the Partner Portal.

If you create a template account:

• Name the account to include the word “Template”

• Template accounts are not billed

• Use them to build reusable dashboards and reports structures that are applicable to your entire client base