Joiin

TL;DR

Consolidates multi-entity financials, sales, and KPIs in one place.
Automates reporting with real-time dashboards and branded report packs.
Integrates with Xero, QuickBooks, Sage, spreadsheets, and BI tools via API.
Ideal for finance teams and accountants managing complex group structures.

What is Joiin

Joiin is a cloud-based financial consolidation and reporting platform that centralizes multi-entity financials, sales data, and KPIs for businesses and accounting firms. It automates multi-currency consolidations, intercompany eliminations, and report creation, providing real-time dashboards and presentation-ready report packs. Positioned in the categories of Financial Consolidation Software and AI-Powered Financial Reporting, Joiin integrates with Xero, QuickBooks, Sage, spreadsheets, and pushes consolidated data to BI tools via API—enabling faster, more accurate group reporting without heavy spreadsheets.

Key Features

Multi-entity consolidation: Consolidate multiple companies and clients across currencies, time zones, and structures, with automated intercompany eliminations for loans, sales, and transactions to ensure accurate group-level results.
Real-time dashboards: View live, consolidated metrics in dynamic dashboards for faster decisions, with drill-down into underlying entities and periods.
Financial and KPI reporting: Generate P&L, balance sheet, cashflow, trial balance, and KPI reports out of the box, then customize layouts and filters as needed.
Report Packs: Build branded, presentation-ready board or client packs; present live or export to Excel/PDF for stakeholders.
Multi-currency & FX conversions: Report across currencies with automatic, accurate exchange rates applied consistently across entities.
Intercompany management: Streamline complex intercompany workflows and automate eliminations to remove double-counting and related-party balances.
Chart of Accounts mapping: Align different account structures across companies to a unified group chart for consistent consolidated reporting.
Budgeting & forecasting: Compare budget vs. actuals directly within consolidated reports to track performance against plan.
Global search & transactional drill-down: Find invoices, bills, and payments quickly and drill into transactions for auditability and analysis.
Joiin Intelligence (AI insights): Surface trends, anomalies, and actionable insights from complex financial data using AI-driven analysis.
Joiin Connect (API & BI sync): Sync consolidated data to Power BI, Tableau, and other systems for advanced analytics and distribution.
User management & multi-client access: Invite unlimited users, set permissions, and manage multiple clients in one subscription—ideal for firms and distributed teams.
Security & mobile-ready: End-to-end encryption, MFA, secure cloud hosting, and mobile-friendly access for viewing reports on the go.

Who is Joiin for?

CFOs and Finance Directors managing group or multi-entity consolidations.
Financial controllers and accounting managers responsible for monthly close and reporting.
FP&A teams building budgets, forecasts, and performance dashboards.
Accounting and bookkeeping firms handling multi-client reporting at scale.
Portfolio operations and PE-backed groups consolidating across subsidiaries.
Nonprofits and multi-entity organizations needing centralized, auditable reporting.

Key Use Cases & Applications

Automating monthly multi-entity consolidations with intercompany eliminations and FX handling.
Producing board-ready, branded report packs for executive and stakeholder presentations.
Comparing budget vs. actuals at consolidated and entity levels to track performance and variances.
Centralizing sales and purchasing reports, including AR/AP aging, across all entities.
Feeding consolidated data to Power BI/Tableau for advanced analytics and self-serve dashboards.
Scaling multi-client reporting for accounting firms under one subscription with permissions control.

Pros

Unlimited users and report creation streamline collaboration without extra per-seat costs.
Deep integrations with Xero, QuickBooks, Sage, spreadsheets, plus API/BI sync reduce manual data wrangling.
Automated intercompany eliminations and account mapping cut errors and month-end workload.
Branded Report Packs produce board-ready, presentation-quality outputs quickly.
AI-powered insights highlight trends and anomalies to accelerate decision-making.
Real-time dashboards and drill-downs provide immediate visibility from summary to transaction level.
Strong security posture with end-to-end encryption and MFA supports enterprise governance.

Cons

Initial setup for complex group structures (mapping, eliminations) can require a learning curve and careful configuration.
Mobile experience is best for viewing; building or heavily customizing reports on mobile can be cumbersome.
Pushing data to BI tools via API may require additional setup and ongoing maintenance.
Large initial data syncs for many entities or long histories may take time to complete.

Pricing Info

1. Starter - Up to 2 entities $24/mo billed annually

Includes

All features
Unlimited users
Multi-channel support

$29/mo billed monthly

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2. Small - Up to 5 entities $45/mo billed annually

Includes

All features
Unlimited users
Multi-channel support

$55/mo billed monthly

‍

3. Medium - Up to 10 entities $73/mo billed annually

Includes

All features
Unlimited users
Multi-channel support

$87/mo billed monthly

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4. Large - Up to 20 entities

$110/mo billed annually

Includes

All features
Unlimited users
Multi-channel support

$131/mo billed monthly

FAQs

Which accounting platforms and data sources does Joiin integrate with?

Joiin connects with Xero, QuickBooks, Sage, Pennylane, Puzzle, and spreadsheets, and can sync consolidated datasets to BI tools like Power BI and Tableau via Joiin Connect (API).

Does Joiin handle multi-currency and foreign exchange conversions?

Yes. Joiin supports multi-currency reporting with automatic, accurate FX conversions across entities for consistent consolidated results.

Can Joiin automate intercompany eliminations?

Yes. Joiin includes intercompany management features to automate eliminations for loans, sales, and other related-party transactions to prevent double-counting.

Is there a free trial and how long does it last?

A 14-day free trial is available, allowing you to connect sources and build consolidated reports before subscribing.

How do I share reports with stakeholders?

Use Report Packs to create branded, presentation-ready reports you can present live or export to PDF/Excel. You can also invite users with permissions to view real-time dashboards and reports.

Still have questions? We're here to help!