Case Study: Koalafi achieves faster financial planning and cost optimization with Jirav

Enhancing Productivity and Cost Optimization with Jirav

Koalafi, a fintech startup based in Richmond, Virginia, needed a better way to handle financial planning and budgeting as it scaled its lease-to-own and loan financing business. The team was relying on Excel for FP&A, but frequent turnover, manual spreadsheet maintenance, and a lack of standardization made it difficult to manage staffing data, payroll inputs, forecasts, and budget consolidation efficiently. Koalafi also needed a tool that could integrate with QuickBooks and support revenue, COGS, and SG&A planning at its scale.

Jirav implemented an integrated FP&A solution that connected directly with QuickBooks, automated data refreshes, streamlined reporting, and replaced manual Excel processes with dashboards and customized tables. With Jirav, Koalafi reduced a half-day consolidation process to about 15 minutes, built a complete budget template in just two weeks, and sped up financial reporting from hours to seconds. The company also improved forecasting accuracy, simplified budget vs. actuals reviews, and better managed staffing and SG&A costs.

Koalafi

Fred Comunale

Vice President Controller