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Joiin Reviews & Product Details

Joiin Overview

What is Joiin?

Joiin is a software platform to automate consolidation of financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage & spreadsheets. With Joiin, you can manage multi-entity and multi-currency group consolidations with ease. Both off the shelf and custom reporting allows you to create bespoke consolidated reports and download for management reporting packs, at the touch of a button. Endless financial reporting happiness Save time with Joiin: Spend less time finding data and churning through spreadsheets every month. A super-easy app: Connect within minutes and see data whether at your desk or on the go. Highly flexible features: Create an accurate picture of inter-company finances with powerful features. Safe and secure: Keep your data protected with our robust end-to-end security & multi-factor authentication. Competitive & simple: Achieve automated consolidation and customisation without breaking the bank. Makes life easier: Create beautiful reports and presentations & collaborate more effectively along the way. With our dedicated support team on hand to ensure an easy transition, you'll be up and running in no time. Our comprehensive support package includes on-boarding, one-to-one technical support and a dedicated help centre. Simple, affordable pricing means that all features are included in all plans, while built-in end-to-end security gives you peace of mind to work safely and securely. Start your 14 day free trial. All of our features. No credit card required. Who Uses Joiin? Joiin is used by businesses, finance teams, accountants and advisors. Joiin is a B Corp Certified company.

Joiin Details
Product Website
Languages Supported
English
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Product Description

Joiin is a software platform to automate consolidation of financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage & spreadsheets. With Joiin, you can manage multi-entity and multi-currency group consolidations with ease. Both off the shelf and custom reporting allows you to create bespoke consolidated reports and download for management reporting packs, at the touch of a button.


Seller Details
Seller
Joiin
Company Website
Year Founded
2018
HQ Location
Exeter, UK
Twitter
@joiinreporting
192 Twitter followers
LinkedIn® Page
www.linkedin.com
Description

Automate how you consolidate financial, sales and KPI data with Joiin to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage & spreadsheets.


Kate B.
KB
Overview Provided by:

Recent Joiin Reviews

Steve K.
SK
Steve K.Mid-Market (51-1000 emp.)
5.0 out of 5
"Great product with excellent support"
We have been using Joiin for 2 years, it’s an excellent way to consolidate and streamline reporting for multiple companies. The report customisatio...
Bryan Z.
BZ
Bryan Z.Small-Business (50 or fewer emp.)
4.5 out of 5
"Affordable and does its job"
User friendly and intuitive when it comes to achieving your customised reports
Paul T.
PT
Paul T.Small-Business (50 or fewer emp.)
5.0 out of 5
"Generally speaking I am satisfied"
Automatic consolidation of Xero accounting figures of different entities and posibility to drill on transaction level
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Joiin Media

Joiin Demo - Performance Dashboards
Our Joiin dashboard provides a highly visual one-page financial overview, allowing you to easily stay updated with the metrics that matter most.
Joiin Demo - Global Search
Bring your transactional data into Joiin and easily find and drill into transactions with our comprehensive search feature.
Joiin Demo - Joiin Intelligence
A new era of financial management with Joiin Intelligence, where AI-driven insights, automation, and multi-entity consolidation converge to transform your reporting processes
Joiin Demo - Custom Reports
Create bespoke, flexible financial reports that fit your unique needs.
Joiin Demo - Report Packs
Easily group your reports into seamless presentation-ready packs. Then share with stakeholders directly from within Joiin, scheduling them to be sent as an email or using the send option to email at any time.
Joiin Demo - Multi Client
Designed for accountants and advisors, manage multiple clients under one Joiin subscription and enable access to carefully selected stakeholders.
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Video Reviews

9 Joiin Reviews

4.9 out of 5
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9 Joiin Reviews
4.9 out of 5
9 Joiin Reviews
4.9 out of 5

Joiin Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
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Cons
G2 reviews are authentic and verified.
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Validated Reviewer
Review source: Organic
Response from Kate Baker of Joiin

Hi Florentina, thank you for your fantastic review! We're delighted to hear that you enjoy using Joiin and your comments on adding a forecasting tool have been passed on to our dev team. We appreciate you taking the time to leave a video review and sharing your experience.

Steve K.
SK
Finance Manager
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Joiin?

We have been using Joiin for 2 years, it’s an excellent way to consolidate and streamline reporting for multiple companies. The report customisation is easy to use, the ability to process adjusting journals is useful and it’s easy to load multiple budgets and forecasts onto Joiin. It’s an excellent product and Harry and his team are always very responsive if you need support. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

No complaints, this product provides excellent reporting at a reasonable price. Review collected by and hosted on G2.com.

What problems is Joiin solving and how is that benefiting you?

Consolidation of databases in different currencies is performed seamlessly, and budget and forecast data can be easily and quickly imported. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Steve, we’re thrilled you’ve found it so straightforward to consolidate multiple companies and handle different currencies. Harry and the team are always here if you need us - thanks for sharing your experience over the last two years!

Len A.
LA
Financial Controller
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Joiin?

After spending a significant amount of time researching various Xero consolidation tools for our multi-currency group, I was initially hesitant about Joiin. On paper, it seemed much better value than its competitors, which made me skeptical.

However, those concerns were unfounded—it has been exceptional.

-Intuitive interface

-Easily customizable report layouts tailored to your specific needs

-Seamless switching between companies and currencies

-Great value for money

-A team that’s open to feedback Review collected by and hosted on G2.com.

What do you dislike about Joiin?

Areas for improvement:

-Refreshes aren’t instant (currently takes about 5–6 minutes for a full group refresh). Not sure if this can be improved.

-Feedback implementation can be slow, though this is understandable given the price point.

-I’d love to see a 3-way forecasting feature added (I know it’s a big ask!). Review collected by and hosted on G2.com.

What problems is Joiin solving and how is that benefiting you?

We we previously managing our consoldiations on excel, which would fall down when any report structure changes were made. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Len, Thank you for sharing your feedback. It’s fantastic to hear that Joiin has proven its value for your multi-currency group, and we appreciate your patience as we work to improve refresh times and explore features like 3-way forecasting. If you ever want to discuss a feature you've requested and it's likely timeline, please do get in touch with our support team and we'll do our best to give you as much information as we can. Thanks again, we appreciate the review.

Michael R.
MR
Head of Financial Control
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Joiin?

The system is super user friendly.

The ability to drill down into consolidated balances to see multi-entity transactional breakdowns provides great visibility.

Account code specific exchange rates is great for equity translations.

Report packs are super usefull and save a lot of time at month end. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

It would be great if you could run consolidated reports using the historic rate to translate equity rather than having to manually set account code specific exchange rates. Review collected by and hosted on G2.com.

What problems is Joiin solving and how is that benefiting you?

Providing consolidated reporting for groups using Xero without manual spreadsheets and visibility into consolidated balances. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Michael, thank you for sharing your feedback. We're pleased to hear that features like report packs are helping streamline your month-end processes. We appreciate your suggestions around equity translations and Xero group reporting - they have been noted and passed to our development team.

Bryan Z.
BZ
Founding Partner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Joiin?

User friendly and intuitive when it comes to achieving your customised reports Review collected by and hosted on G2.com.

What do you dislike about Joiin?

Been using Joiin for many years now but have also explored other software that can do intercompany reconciliations Review collected by and hosted on G2.com.

What problems is Joiin solving and how is that benefiting you?

Consolidation of accounts Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Bryan,

Thank you for your review, we're so pleased you find Joiin user-friendly and helpful for customised reports. We appreciate your loyalty over the years and always welcome feedback on how we can improve - your comments on intracompany reconciliations have been passed on to our product team. Thanks for using Joiin!

Paul T.
PT
Finance Manager
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Joiin?

Automatic consolidation of Xero accounting figures of different entities and posibility to drill on transaction level Review collected by and hosted on G2.com.

What do you dislike about Joiin?

All good.

There is only one enchancing idea that I can give .

It would be awesome to be possible to filter from a common filter for all of charts on the dashboard and not to go one by one (in case you put a customized filter) Review collected by and hosted on G2.com.

What problems is Joiin solving and how is that benefiting you?

financial figures consolidation Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Paul,

We're glad to hear that Joiin’s automatic consolidation and transaction drill-down are working well for you. We’ll definitely pass your dashboard filter idea over to our product team - it’s a great suggestion.

Verified User in Computer Software
AC
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Joiin?

Once set up, which was very intuitive, I can run reports quickly and easily, cutting between full group and regional sub-groups and different time periods. It has become a vital part of my financial reporting tech stack Review collected by and hosted on G2.com.

What do you dislike about Joiin?

I would like to see more flexibility on the report outputs Review collected by and hosted on G2.com.

What problems is Joiin solving and how is that benefiting you?

Consolidation of multiple Xero entities. I can run reports on demand rather than having to export to excel/sheets Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

We're thrilled to hear that Joiin has made it easier for you to consolidate multiple Xero entities and run reports on demand. Your feedback on wanting more flexibility on the report outputs has been passed on to our development team, thank you for taking the time to leave a review.

Roland P.
RP
Group Chief Financial Officer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Joiin?

The integration with Xero is seamless. The standard reports are very useful, but customised reports are quick and easy to create and edit Review collected by and hosted on G2.com.

What do you dislike about Joiin?

The adjustment functionality could be improved Review collected by and hosted on G2.com.

What problems is Joiin solving and how is that benefiting you?

Creating monthly reports in Excel is flexible, but requires constant review and maintenance. Joiin simplifies that process, speeding up reporting and helping to make better decisions. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Roland, great to hear Joiin’s making your reporting faster - we're glad the integration and customisation are working well for you. We appreciate your thoughts on improving adjustments and will keep it in mind as we develop further.

Verified User in Media Production
EM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Joiin?

Simple and easy to use. Great consolidation tool. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

Nothing as new features constantly being added. Review collected by and hosted on G2.com.

What problems is Joiin solving and how is that benefiting you?

Greater visibility of our account entities Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Thank you for your positive feedback, we're glad to hear that Joiin meeting your needs. Feel free to check out our latest feature updates on the Joiin blog https://www.joiin.co/blog/.