Jirav

Jirav is a cloud‑native financial planning and analysis (FP&A) software company that builds an all‑in‑one platform for budgeting, forecasting, reporting and dashboards targeted primarily at accounting firms, SMBs and VC‑backed growth companies, and has raised venture funding to scale product and go‑to‑market efforts.[3][1]

High‑Level Overview

• Mission: Jirav positions itself to “raise the bar” for growth companies’ expectations of financial technology by making purpose‑built FP&A accessible to accounting and finance teams.[4]
  - Investment/Business philosophy (for an investment firm this would apply to partners): Jirav’s commercial focus is on being the preferred FP&A partner for CPA and accounting practices while serving mid‑market and SMB finance teams with a scalable, cloud‑native alternative to spreadsheets.[2][3]
  - Key sectors: Core customers include accounting firms, small‑to‑medium businesses, venture‑backed companies and industry verticals such as CPG where driver‑based planning is useful.[3][6]
  - Impact on the startup ecosystem: By enabling accounting firms and startups with repeatable three‑statement forecasting, cash‑runway modeling and investor‑ready reporting, Jirav helps startups professionalize finance early and scale fundraising and operations more predictably.[2][3]

For a portfolio company profile (product / market fit summary): Jirav builds an integrated FP&A product that produces P&L, balance sheet and cash‑flow forecasts, operational driver models, customizable report packages and dashboards for finance teams and advisors; it serves accountants, CFOs of SMBs and finance leaders at VC‑backed firms and addresses the problem of fragile, spreadsheet‑based planning by offering a standardized, cloud workflow that accelerates forecasting and reporting; the company reports thousands of customers and has raised institutional capital to accelerate growth.[3][1]

Origin Story

• Founding and leadership: Jirav was founded in 2015 and is headquartered in the Pacific Northwest; its leadership includes CEO Michael Morrison, CTO and co‑founder Steve Turner, and SVP Product Bill Van Zandt.[1][4]
  - How the idea emerged: The product was developed to replace manual, spreadsheet‑centric FP&A workflows with a driver‑based, cloud solution tailored to accounting practices and growing companies that need integrated forecasting, reporting and cash modeling.[3][2]
  - Early traction / pivotal moments: Jirav positioned itself as a preferred solution for CPA.com and reported adoption by accounting firms and over 4,000 organizations; the company raised institutional funding (including a Series B led by Cota Capital) to accelerate product and go‑to‑market expansion.[2][3][5]

Core Differentiators

• All‑in‑one FP&A stack: Combines budgeting, rolling forecasts, three‑statement modeling and dashboards in one product rather than a collection of point tools or spreadsheet add‑ons.[3][7]
  - Purpose‑built for accounting firms and SMBs: Features and workflows designed for CAS (Client Accounting Services) practices and smaller finance teams rather than only enterprise CPM deployments.[2][3]
  - Quick integration and driver‑based models: Emphasizes fast integrations with popular accounting systems (e.g., QuickBooks) and driver‑led scenarios that shorten time to value compared with building complex models from scratch.[3][6]
  - Partner endorsements and channel: Recognition and partnerships (CPA.com preferred CAS cloud solution) strengthen distribution into accounting practices and create referral channels.[2]
  - Focus on usability and storytelling: Marketing and product messaging stresses enabling the “finance hero” to tell the company’s financial story—combining operational and financial views for clearer decision making.[3]

Role in the Broader Tech Landscape

• Trend alignment: Jirav rides the broader move from spreadsheets toward cloud FP&A and embedded financial operations for SMBs and accounting firms, a market seeing growth as companies seek real‑time planning and cash visibility.[1][3]
  - Timing: Increased demand for predictable cash management, investor reporting, and outsourced FP&A services (via CAS practices) makes a packaged cloud FP&A product attractive to both startups and accounting firms scaling advisory services.[2][3]
  - Market forces in favor: Proliferation of cloud accounting platforms, remote finance teams, and VC pressure for predictable metrics push finance teams to adopt integrated FP&A solutions instead of bespoke spreadsheets.[3][6]
  - Influence: By lowering the technical barrier to professional forecasting and investor reporting for smaller companies, Jirav helps expand the market for FP&A advisory services and encourages finance discipline earlier in company lifecycles.[2][3]

Quick Take & Future Outlook

• What's next: With venture funding and enterprise hires, Jirav’s near‑term priorities are accelerating product development, expanding integrations, and growing distribution through accounting partners and the SMB/VC market.[5][4]
  - Shaping trends: Continued automation of data pipelines, demand for scenario planning and embedding FP&A into advisor workflows will shape Jirav’s roadmap; success depends on widening integrations and proven ROI for CAS partners and finance leaders.[3][2]
  - Possible evolution of influence: If Jirav scales adoption within accounting networks and proves measurable impact on client outcomes (faster fundraising, better cash management), it could become a de facto FP&A platform for mid‑market finance teams and CAS practices—raising industry expectations for accessible, integrated financial planning.[2][3]

Quick reiteration: Jirav is a specialized cloud FP&A vendor (founded 2015) focused on replacing spreadsheet workflows for accounting firms and growing companies with an integrated forecasting, budgeting and reporting platform and is scaling via partner channels and institutional funding.[1][3][5]