Watch this video to master Jirav’s essentials: navigate accounts, integrate data, and set up forecasting to drive client success.
In this video, you'll get an introduction to Jirav, a powerful all-in-one financial planning and analysis platform designed for accounting firms. We'll walk you through the basics of navigating Jirav, managing client accounts, integrating financial data from QuickBooks and Xero, and setting up automated forecasting. You'll also see how dashboards and reports simplify financial reporting, making it easier to provide clients with valuable insights. Plus, we’ll highlight best practices for onboarding clients and maximizing Jirav’s tools to drive better financial decisions. By the end, you'll be ready to explore advanced features and put your knowledge into action.