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Partner Programs - Accounting Firms

Jirav accounting firm partner program

Our focus is on being more than a technology provider. By focusing first on your success with strategic advisory, we are ensuring our success.

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Join the accounting firm partner program

Partner with us, we'll share all the best practices we've learned working with more than 1,500 accounting firms and growth companies so you can successfully offer strategic advisory services to your clients.

Partner program member benefits

 

Joining the partner program is free! As you begin to offer strategic advisory to more clients you will gain additional member benefits. 
Benefits include:
  • Dedicated Partner Account Manager. 
  • Dedicated Partner Implementation Manager. 
  • Partner Certification Program. 
  • Wholesale Pricing. 
  • Access to sales and marketing materials.
*Members become eligible for benefits after adding their first client
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Jirav excites me because data visualization is the key to working with clients, advising them, and getting them engaged. Just seeing where you’ve been won’t cut it anymore. Jirav is a core element of the next generation of client solutions for Aprio and Aprio Cloud.

Bruce Phillips, Managing Director & Partner
Aprio

Products designed with your clients in mind

Strategic advisory is a journey. Our products are packaged to match your client's adoption of strategic advisory services. Pricing is aligned to client needs so you can offer them the highest value while maintaining your margins. 
FEATURES LITE STARTER PRO ENTERPRISE
Best Practice Dashboard + Report Templates
Custom Dashboards + Reports + KPIs
Executive Summary Report
Accounting Integrations

Accounting integrations include QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, and Oracle Netsuite.

Accounting integrations include QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, and Oracle Netsuite.

Accounting integrations include QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, and Oracle Netsuite.

Accounting integrations include QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, and Oracle Netsuite.

Accounting integrations include QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, and Oracle Netsuite.

Payroll Integrations

Current payroll integrations include Gusto, ADP and others coming soon. Import workforce data from other payroll systems via an Excel file.

Current payroll integrations include Gusto, ADP and others coming soon. Import workforce data from other payroll systems via an Excel file.

Current payroll integrations include Gusto, ADP and others coming soon. Import workforce data from other payroll systems via an Excel file.

Current payroll integrations include Gusto, ADP and others coming soon. Import workforce data from other payroll systems via an Excel file.

Current payroll integrations include Gusto, ADP and others coming soon. Import workforce data from other payroll systems via an Excel file.

Firm Implementation Support
Unlimited Partner Admin | Editor Users

Includes unlimited admin / editor users for the partner firm. Users must register with an email address on the partner firm domain.

Includes unlimited admin / editor users for the partner firm. Users must register with an email address on the partner firm domain.

Includes unlimited admin / editor users for the partner firm. Users must register with an email address on the partner firm domain.

Includes unlimited admin / editor users for the partner firm. Users must register with an email address on the partner firm domain.

Includes unlimited admin / editor users for the partner firm. Users must register with an email address on the partner firm domain.

Unlimited Read-Only Users (Dashboards & Reports)

Share dashboards and reports with an unlimited number of users

Share dashboards and reports with an unlimited number of users

Share dashboards and reports with an unlimited number of users

Share dashboards and reports with an unlimited number of users

Share dashboards and reports with an unlimited number of users

Included Client Admin / Editor Users

Number of admin / editor users included for clients per Jirav account

5 users

Number of admin / editor users included for clients per Jirav account

2 users

Number of admin / editor users included for clients per Jirav account

5 users

Number of admin / editor users included for clients per Jirav account

15 users

Number of admin / editor users included for clients per Jirav account

Firm Admin Training
Customer Success Manager
Technical Support

Includes email support and scheduled meetings with the support team via Zoom

Includes email support and scheduled meetings with the support team via Zoom

Includes email support and scheduled meetings with the support team via Zoom

Includes email support and scheduled meetings with the support team via Zoom

Includes email support and scheduled meetings with the support team via Zoom

Report by Department
Dashboard Capacity

3 dashboards

3 dashboards

8 dashboards

16 dashboards

Report Package Capacity

3 report packages

3 report packages

8 report packages

16 report packages

Budget vs. Actuals
Pro Forma 3-Way Financials
Financial Forecasting
Cash Flow Projections
Workforce Planning
Custom Data Modeling
Scenario Planning

2 active plans

3 active plans

5 active plans

Historical Planning Window

Previous fiscal year

3 fiscal years

5 fiscal years

Forecast Planning Window

Current + 1 fiscal year

Current + 3 fiscal years

Current + 5 fiscal years

Custom Tables

2 custom tables

8 custom tables

20 custom tables

Collaborative Planning

Share and collaborate on plans with firm staff and client admin/editor users

Share and collaborate on plans with firm staff and client admin/editor users

Share and collaborate on plans with firm staff and client admin/editor users

Share and collaborate on plans with firm staff and client admin/editor users

Share and collaborate on plans with firm staff and client admin/editor users

Plan by Department
Planning Departments

5

15

Optional Add-On Custom Firm Group Training

Available for an additional fee
5+ admin | users. Each receive Pro test account

✓ - $

Available for an additional fee
5+ admin | users. Each receive Pro test account

✓ - $

Available for an additional fee
5+ admin | users. Each receive Pro test account

✓ - $

Available for an additional fee
5+ admin | users. Each receive Pro test account

✓ - $

Available for an additional fee
5+ admin | users. Each receive Pro test account

Optional Add-On Professional Services

Available for an additional fee
Examples include building your first Pro forecast and creating custom dashboards and reports

✓ - $

Available for an additional fee
Examples include building your first Pro forecast and creating custom dashboards and reports

✓ - $

Available for an additional fee
Examples include building your first Pro forecast and creating custom dashboards and reports

✓ - $

Available for an additional fee
Examples include building your first Pro forecast and creating custom dashboards and reports

✓ - $

Available for an additional fee
Examples include building your first Pro forecast and creating custom dashboards and reports

Optional Add-On: Booster Packs

Booster packs are available for an additional fee and enable additional capacity for departments, active plans, and custom tables.

Booster packs are available for an additional fee and enable additional capacity for departments, active plans, and custom tables.

Booster packs are available for an additional fee and enable additional capacity for departments, active plans, and custom tables.

✓ - $

Booster packs are available for an additional fee and enable additional capacity for departments, active plans, and custom tables.

✓ - $

Booster packs are available for an additional fee and enable additional capacity for departments, active plans, and custom tables.

Optional Add-On: Advanced Sales & Bookings

Available for an additional fee

Available for an additional fee

Available for an additional fee

Available for an additional fee

✓ - $

Available for an additional fee

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Products designed with your clients in mind

Strategic advisory is a journey. Our products are packaged to match your client's adoption of strategic advisory services. Pricing is aligned to client needs so you can offer them the highest value while maintaining your margins. 
Rewards Partner

(10-19 points)*

Bronze

(10-74 points)

Silver

(75-249 points)

Gold

(250-449 points)

PLATINUM

(450-699 points)

Partner Portal
Dedicated Firm Onhoarding
Certification & Badges
Branded Client Experience
Progressive Wholesale Pricing
Free Pro Account
Co-branded Marketing Materials
Customer Success Manager
VIP Professional Services Support

10 hours per year

50 hours per year

75 hours per year

VIP Customer Success Manager
Co-branded Marketing Events

1 per year

2 per year

Co-branded Marketing Budget

$3,000 per year

Jirav Tower Advisory Council

lite

starter

pro

enterprise

Points

1 point

2 points

10 points

15 points

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Preferred partner solution of CPA.com

We are proud to be the preferred FP&A and planning solution of CPA.com. As the world's largest CPA profession member organization, CPA.com chooses their partners carefully and we are honored to be to the only FP&A and planning solution endorsed by CPA.com.
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Why partners choose Jirav

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With Jirav, we’re able to deliver real-time insight across finance, operations, personnel and other areas of the business within minutes. We can setup custom drivers and KPIs for nearly anything so we can help our clients, and our own team, understand the big picture and make more intentional, impactful decisions.

Matthew MAY, Acuity Founder and
VP of Sales and Marketing