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 planning abilities.  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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Feature Comparison Summary

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What’s Included in Both Subscriptions

All Jirav account subscriptions include:

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

• Budget Imports
• Workforce Imports

• Income Statement, Balance Sheet & Cash Flow reporting

• Dashboards & KPIs

• Budget vs. Actual reporting

• Custom Tables for operational metrics

• User permissions

• White labeling

• Auto-Forecast (Income Statement)

• Cash, AR & AP Forecasting (Balance Sheet)

If you select the Department option, you can plan and report by department (up to 100).
If not, your account operates at the company level.

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Key Differences Explained

Key Difference 1: Driver-Based Planning

Essentials

• No plan drivers

• No assumptions

• Plans support:

  • Manual entry

  • Imported values

  • Auto-Forecast (Income Statement)

  • System AR, AP & Cash (Balance Sheet)

In Essentials you Cannot:

• Build revenue models based on growth rates

• Model expenses as % of revenue

• Use headcount-based cost drivers

• Create allocation logic

• Link Custom Tables to financial plans

Essentials is best for straightforward budgeting and forecasting without modeling logic.

Enterprise

Includes full driver-based planning across:

• Income Statement

• Balance Sheet

• Custom Tables

You can build models using:

• Growth rates

• % of another account

• Annual targets

• $ per headcount

• Allocations

• Prepaid & CapEx drivers

• Assumptions for growth rates, unit pricing, etc. 

• Custom methodologies

Enterprise is best for structured, scalable, and scenario-based financial modeling.

 

Key Difference 2: Plan Management

Essentials

• 1 Budget

• 1 Forecast

• No archiving

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

• Forecasting limited to approximately one fiscal year at a time

• No Plan Shares

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 areporting & 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