Budget vs. Actuals Review for Fractional CFOs with Jirav
The Problem
Monthly Outsourced Finance BvA review is a ritual: open 12 tabs in QuickBooks Online, copy into Excel, highlight variances, guess at causes.
What We Build in Jirav
AI builds the BvA view directly from QuickBooks Online, traces each over-threshold variance to the GL line and transaction, and drafts commentary — the meeting starts at 'what do we do' not 'what happened.' 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.