Introduction:
Joiin is a powerful SaaS platform designed to simplify and automate financial consolidation and reporting for multi-entity businesses and accounting professionals. It enables users to aggregate, consolidate, and analyze financial, sales, and KPI data from various sources into real-time, actionable insights.
Key Features:
Multi-entity Consolidation: Seamlessly manage and consolidate data from unlimited entities, clients, and currencies, handling complex group structures and intercompany eliminations.
Real-time Dashboards & Reporting: Access live, consolidated financial dashboards and create unlimited, presentation-ready reports (P&L, Balance Sheet, Cashflow, KPIs) with built-in templates or custom layouts.
AI-powered Insights (Joiin Intelligence): Leverage next-gen AI to instantly surface trends, anomalies, and actionable insights from complex financial data.
Extensive Integrations: Connects directly with popular accounting platforms like Xero, QuickBooks, Sage, Pennylane, Puzzle, and even spreadsheets, with Joiin Connect (API) for syncing with tools like Power BI and Tableau.
Budgeting & Forecasting: Compare budget data against actuals within consolidated reports for comprehensive financial planning.
Collaborative & Secure: Facilitates team collaboration with user management and permissions, while ensuring end-to-end security, multi-factor authentication, and secure cloud hosting.
Use Cases:
Joiin is an invaluable tool for CFOs, finance managers, and finance teams within businesses that operate with multiple entities, subsidiaries, or departments requiring consolidated financial views. It eliminates the time-consuming manual work of piecing together spreadsheets, providing a clear, accurate, and real-time picture of group finances, regardless of the complexity of inter-company setups.
For accountants, bookkeepers, and advisors, Joiin streamlines client reporting at scale. It allows them to easily switch between clients, generate branded, board-ready report packs, and share real-time financial insights securely, enhancing their service delivery and efficiency. The platform is particularly beneficial for firms managing a large portfolio of clients with single or multiple entities, offering a scalable solution for comprehensive financial oversight.
Pricing Information:
Joiin operates on a paid subscription model, offering a 14-day free trial for new users to explore its features without requiring a credit card or setup fees. Specific pricing tiers are available upon inquiry or on their dedicated pricing page.
User Experience and Support:
The platform is designed to be simple and intuitive, allowing users to quickly connect data sources and access reports from anywhere, anytime. It supports collaborative workflows, enabling teams to build and share reports securely. Joiin provides comprehensive support through a dedicated support team, a detailed Help Centre, webinars, on-demand demos, and success stories, ensuring users can maximize their experience and resolve any queries efficiently. Reports are also mobile-ready, allowing access across all devices.
Technical Details:
Joiin integrates seamlessly with leading accounting software such as Xero, QuickBooks, Sage, Pennylane, and Puzzle. It also supports data import from spreadsheets. For advanced data synchronization and visualization, Joiin offers Joiin Connect, an API that allows users to push consolidated financial data to business intelligence tools like Power BI and Tableau. The platform emphasizes end-to-end encryption, multi-factor authentication, and secure cloud hosting for enterprise-grade security.
Pros and Cons:
Pros:
Automates time-consuming data consolidation, replacing manual spreadsheets.
Provides real-time, accurate financial insights across multiple entities.
Features AI-powered intelligence for deeper data analysis.
Offers extensive integrations with popular accounting software and BI tools.
Supports unlimited reports and users, making it highly scalable.
Ensures enterprise-grade security for sensitive financial data.
Simplifies intercompany eliminations and multi-currency reporting.
Cons:
Specific pricing details are not immediately transparent without visiting the pricing page.
Requires integration with existing accounting software, which might involve initial setup.
While intuitive, leveraging all advanced features might require some initial exploration.
Conclusion:
Joiin offers a smarter, faster, and more secure way to manage financial consolidation and reporting for businesses and accounting professionals. By automating complex processes and providing real-time, AI-powered insights, it empowers users to make data-driven decisions with confidence. Explore Joiin's capabilities with a free trial to revolutionize your financial reporting.
