12-month plan
Monthly sales, expense and financial-result projections.
Financial planning
Operate this workflow by text or voice. Jabr executes changes after your approval.
Financial planning and cash forecasts with AI. Change assumptions and see their effects.
Ask Jabr to plan next year and simulate slower collections or changed costs. It uses balances and reviewed assumptions to prepare a 12-month plan and cash scenarios. Save the approved plan and ask it to compare actual results.
Financial planning requires Business or above. The free trial covers Pro.
You request. Jabr does the work.Illustrative AI-operated workflow
“Plan next year with growing sales but slower collections.”
Assumptions
The growth, collection and payment assumptions you specify.
Projections
Their effect on profit, balances and monthly cash.
Follow-up
Review actual results against the saved plan.
A plan is assumption-based, not a guaranteed outcome. Preparing and saving it does not post actual entries.
Expected profit does not guarantee enough cash.
Collection and payment timing matter even when sales look strong. Jabr helps you review profit and cash together before deciding.
What Jabr helps you do
Expected cash
Review collection and payment timing, with a 13-week cash outlook.
Actual versus plan
Follow differences using results recorded in your books.
Decision scenarios
Review changed growth and cost assumptions before committing.
From your request to execution
Request the work
Type or speak in your own words and provide the information or evidence for the activity.
Jabr prepares. You review
Jabr uses your records to prepare steps, accounts and amounts and identifies information to complete or review.
Approve changes and follow the result
After approval, Jabr executes changes. Ask about their effects on documents, balances and reports, or request the next step.
Getting started and following up
Review opening balances
Check recorded balances before the plan starts.
Set assumptions
Set sales, costs and collection and payment dates.
Compare and update
Review actual results and differences, then update when needed.
Choose the plan for your work
The core capability starts on Business. AI and voice start on Pro; advanced features depend on plan.
Before you start
Does a balance reveal collection dates?
A balance shows an amount, not its collection date. Supply the dates and assumptions for your plan.
Does editing a plan change the books?
No. Plans and forecasts are separate from actual entries and compared against recorded results.
What is Jabr’s approach to this work?
Request work in your own words. Jabr reads the records, operates the appropriate tools and prepares connected steps, then executes changes after your approval. Ask about the result or request the next step in the same conversation. Application screens are also available if you prefer them.
Keep the next task in the same books
Jabr prepares and executes. You review and approve.
Request your first task. Jabr prepares and executes after approval.
Financial planning requires Business or above. The free trial covers Pro.