Introduction to Jirav

This session covers key features and how to get started with financial planning and analytics. You’ll learn how to import your data, set up your account, and use Jirav’s reporting and forecasting tools to drive insights.

Earn free CPE for this course on Earmark CPE

Access Introduction to Jirav on the Earmark CPE app
Click on the Enroll button
Select the Course menu option for the following three parts:
- Learning Video - select mark complete to proceed to review questions
- Review Questions - answer three questions and review your feedback
- Assessment Quiz - answer five questions with a passing score of 70%. You can view feedback on your answers and retake the assessment quiz. Select the option Email CPE to receive your certificate of completion. Once completed, you can exit the course and return to any channel on Earmark CPE including the Jirav channel!

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Goals of Webinar

Overview of Jirav: Understand what Jirav does and how it supports financial planning and analytics.

Onboarding Essentials: Learn the key steps to set up your account and import your data efficiently.

Success on Day One with Jirav: Focus on five foundational areas to ensure a strong start:
- Getting Started
- General Ledger
- Company Settings
- Dashboards
- Reports

Introduction to Jirav

This session covers key features and how to get started with financial planning and analytics. You’ll learn how to import your data, set up your account, and use Jirav’s reporting and forecasting tools to drive insights.

Continue to Reports & Dashboards