1099 & Contractor Reporting for Fractional CFOs with Jirav
The Problem
January 31 1099 deadlines catch every Outsourced Finance firm off-guard — W-9s are missing, vendor records are inconsistent, and e-file rejections cascade.
What We Build in Jirav
AI identifies 1099-eligible vendors from QuickBooks Online, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event. Purpose-built for teams running Jirav — uses the native API or agent integration so nothing leaves the system of record.
Jirav Integration Approach
Audit your Jirav configuration
We map the specific Jirav objects, custom fields, and workflows the automation needs to touch for your outsourced finance practice.
Build on the Jirav API or agent
Integration happens inside Jirav — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Jirav with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Jirav instance
30-minute call. We'll look at your actual Jirav setup and show exactly how this workflow fits.