Jirav vs. Trello

I feel that Jirav would be best suited for companies with less than 75 employees that need a more robust software than Fathom (Quickbooks Onlne integrated FP&A tool based in Australia) that is very customizable, with simple revenue modeling, few personnel changes every month, few departments, no multi currency, and need collaboration only with top-level personnel. I think Jirav is a product that is being highly recommended in the accounting industry for outsourced accounting firms, but accounting only looks at historical information and there needs to more finance industry influence, approval, and input so they can improve their product.

For teams or individuals with lots of individual tasks/details to track, Trello is perfect! It basically removes the need for a paper checklist. For those that need an overall project management tool that requires less tasks and more overarching goals, collaboration amongst various teams, and gantt charts I would suggest monday.com

Incentivized

• Jirav integrates well with Quickbooks Online (QBO), and I like how you can easily customize the reporting presentation by combining GL accounts and showing more or less details as needed for managerial reporting
• I like that Jirav is browser-based and that I can easily share reports with internal and external parties for comments
• I feel more confident using Jirav than I do with Excel because there is more data validation, and some notifications will appear if there are errors in the model
• The sales capacity model and ramping employees schedule that their implementation / professional services team built for us works well overall (with some limitations)
• Ideally, having a direct integration into Jirav would be great for all our data. However, some of our software didn't have a direct integration, so I was glad that Jirav offered the ability to use a connected Google Sheet that lets me input data that can be imported directly into the system

• Helps track employees "to do before hire", "to do after hired," and "to do when employee leaves"
• Provides important information on each employee like personal information along with data collected during the time of hire and during employment time
• Allows more than one person to be assigned to a task per employee and will remain open until everyone involved has completed their task

• At times, I feel that Jirav is too customizable. It would be great if they could tailor the system to be more industry-specific. For example, if the system could provide standard formulas for SaaS industry metrics already within the system, then that would have saved me a ton of time with having to create the metrics myself. The formula creation for metrics is quite tedious as well because you can only do simple calculations, such as A + B or A x C. You cannot do A + B + C or A x B x C.
• I struggle with the way they have their staff planning set up because I have to reimport an Excel every month with all the changes (new hires, terminations, pay changes), and the changes appear to be retroactive on reports, which doesn't make sense if someone receives a raise or pay change during the year. It would be much easier for planning for bookings if they could add a column for quota by salesperson.
• If there are notifications of errors in the model, then the notifications will continue to present themselves after I resolve the issue. It would be nice if I could clear out notifications I know are not relevant anymore. I also still find errors in the system that I would have expected the system to notify me about, such as Assumptions that are set up but they are not included in any formulas, so I should delete that assumption to prevent anyone from thinking changing that assumption will impact the model.
• There is some functionality for sharing reports and information, but there is not enough granularity in security settings to allow me to share certain information easily. For example, if I want to share information with managers to manage their departments' budget, but also not see their boss' compensation, then it takes some work to set that up. Or, if I want to share a report with a recruiter of planned headcount and salary, then I need to export it to Excel first and delete Actual headcount and salary, so they don't see current employees' compensation (including the person's boss' salary).
• Customer and vendor names do not import, only the totals, so if you look at Actuals vs Plan, the actuals will show a total figure and the plan will show detail, creating the need for an external and manual reconciliation
• There is no multi-currency available
• Scenario analysis can be difficult to do quickly. For example, if I want to see the plan with planned hires and without planned hires, then I would need to create two separate plans, individually select and delete the planned hires in one plan and keep then in another plan, which is time-consuming
• Using Google Sign-In causes the system to time-out frequently for me, so I get kicked out of the system and have to log back in. If I have multiple tabs of Jirav open, then re-logging in sometimes doesn't bring me back to where I was originally at.
• You can export reports to Excel, but there are no formulas of the calculations, which makes it more difficult to understand how calculations are being performed unless you look in the browser and dig into the calculations. This also might make it more difficult if you decide to go to another software in the future since you may need to start from scratch in the next software
• Seasonality has been difficult to model. For example, the way our model is set up, I can use an assumption for Q1, Q2, Q3 and Q4. However, if I update Q3 for this year, then it also updates Q3 of all subsequent years, which I don't want. A more complex model and additional maintenance would be needed to accomplish more accurate seasonality planning

• I use colour coding a lot so I would like a wider range of colour options.
• Also as a visual thinker I would like to be able to easily add images to cards.
• I would like to be able to attach a wider range of file formats to cards.

Incentivized

I am very likely to renew Trello, because it doesn't cost anything to do so. I am also very likely to use Trello's upgraded features in the future because a lot of my team's data is stored on there and they have already gotten used to the platform. Trello is very easy for new team members to pick up, making the onboarding and usability very streamlined.

Incentivized

Trello is incredibly intuitive, both on desktop and mobile right away. It is also full of helpful features that make it even easier to use, and is flexible enough to suit almost any organizational need. Onboarding for the software is thorough, but concise, and the service is frequently updated with even more QOL improvements.

Incentivized

yes always support available when I need it!

Never experienced issues with the above!

I haven't reached out to their support very often and their support is very limited anyway for the free users. They do have tons of great articles and videos in their Help Center and constantly send emails with updates and add-ons to the product. The fact that I've barely ever had to contact their support team means that they've developed a great product.

Incentivized

It was helpful and informative! It was back before the pandemic in 2019 so I'm not sure if they still do it but I really enjoyed the experience

For our small business, getting a few of us started well on Trello was the key, I think. As long as a couple of us were really comfortable with the interface, we could lead others and help them with any questions. From now on, anyone who works with us just naturally uses Trello for information sharing - it's just part of what we do.

Incentivized

Fathom was the cheapest and most basic as an add-on directly to QuickBooks Online Plus, but you lose functionality with Fathom if you use QuickBooks Online Advanced (QBOA). The main loss of functionality for me was the lack of multiple department reporting, which was absolutely necessary for my analysis. Jirav was half the price of Moscaic.tech, but I've heard Mosaic has standard metrics for the SaaS-industry, which is appealing after going through the tedious process of setting up metrics in Jirav. QBOA has additional reporting than QBO Plus, but not enough robust features for planning and modeling. PlaceCPM is Salesforce-based and a I felt having a strong Salesforce admin that can great reports made their unnecessary, and I feel like most of the time you need a Salesforce admin just to run Salesforce. Cube, Vena and OnPlan are spreadsheet-based, but I don't want to use spreadsheets. Prophix, Board and Anaplan seem outdated. Workday was more than what I needed

Trello is more simple and not as "robust" as the other tools, but it's easier to use and manage and understand and ACTUALLY get stuff done with. It's simplicity is part of the beauty of using it. You don't need a million options that nobody uses, you just need to get stuff done.

Incentivized

Feels like anyone across the org (no matter their location) can use the tool easily!

Not sure if we use those

• 1-3 day shortening of post-month end close analysis from integration with our accounting software
• Elimination of several manual Excels related to headcount variance, salary variance, and planning

• Trello keeps me organized, focused, and on track. I could filter the Trello board to only see my issues and understand what I needed to work on and when.
• Trello helped our team implement an agile structure. It's a very simple kanban method of viewing all of your team's tasks and statuses. You can completely customize the columns to your team's specific workflow and create tags relevant to your work.
• Trello helps reduce unnecessary communications between teams. When I want to request translations, I simply create a card on the localization Trello board -- no need to directly message anyone on the team, and I can watch the status of the card change from "in progress" to "in review" to "translated," all without having to directly ask for updates.

Incentivized