Joiin

By Joiin

4.7 out of 5 stars
3 star
0%
2 star
0%
1 star
0%

How would you rate your experience with Joiin?

Compare this with other toolsSave it to your board and evaluate your options side by side.
Save to board

Joiin Reviews & Product Details

Pricing

Pricing provided by Joiin.

Single

$23.00
1 Entity

Joiin Integrations

(7)
Verified by Joiin

Joiin Media

Joiin Demo - Smarter Financial Reporting
Create reports in minutes. Automate consolidation and reporting across financial and operational data, with AI-powered insights. Build management reports, board packs and dashboards all in one platform.
Joiin Demo - Report Packs
Create polished client or board packs. Present them live or download as Excel or PDF. Joiin Report Packs turn your data into professional, customised documents, with AI-powered insights built in.
Joiin Demo - Consolidated Reporting
Consolidate entities, currencies, and group structures with flexible charts of accounts and built-in multi-currency. Use AI-driven reporting to surface key movements, trends, and exceptions in real time.
Joiin Demo - Joiin Intelligence
Smarter Reporting, with AI: Gain faster insights, spot trends, improve forecasting, and automate consolidations and reporting. Use Joiin AI Agents to build report packs. Connect into Anthropic Claude and more using Joiin's MCP.
Joiin Demo - Joiin Connect
Bring your data into Joiin or work directly in spreadsheets: Integrations with Microsoft Excel, Zapier, and Joiin Connect (API) let you move your data into your preferred platforms, secured with enterprise-grade controls and audit trails. Inbound or outbound.
Need to consolidate data from Xero, QuickBooks, Sage, or Excel? Joiin does it for you - fast.

Watch this short video to see how Joiin simplifies reporting, automates consolidations, and creates smart, shareable reports in minutes.
Play Joiin Video
Need to consolidate data from Xero, QuickBooks, Sage, or Excel? Joiin does it for you - fast. Watch this short video to see how Joiin simplifies reporting, automates consolidations, and creates smart, shareable reports in minutes.
Product Avatar Image

Have you used Joiin before?

Answer a few questions to help the Joiin community

Joiin Reviews (82)

View 1 Video Reviews
Reviews

Joiin Reviews (82)

View 1 Video Reviews
4.7
82 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the ease of use and time-saving capabilities of Joiin, highlighting its intuitive interface and seamless integration with Xero for multi-entity financial reporting. The ability to generate customized reports quickly is a significant advantage, making financial consolidation much more efficient. However, some users note that the reporting presentation options could be improved.

Pros & Cons

Generated from real user reviews
View All Pros and Cons
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Verified User in Financial Services
AF
Small-Business (50 or fewer emp.)
"Excellent Value for Xero Consolidation with Fast, Responsive Support"
What do you like best about Joiin?

For the price point that you get with Joiin, this is an excellent product. It allows simple and easy consolidation with Xero, and I have used this at two different companies to great effect. The support team during some billing issues were super fast and responsive. I also really like the management accounts pack builder, and it made it much more professional that the current packs we had been manually making. Overall through Joiin, we have saved around a day per month through automation. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

The issues with Joiin are more around set-up time, requiring you to make sure everything is coded correctly in Xero first. It is also super sensitive to changes, and breaks quite easily if you make changes on the COA. This then requires active management and feel like the intelligence could allow for more advanced notifications, e.g. "you added this account, do you want me to add it to this area in your packs". Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi there, thanks for taking the time to share your feedback, it’s genuinely helpful. You’re right that COA sensitivity is an area we can improve, and the suggestion about notifying you when a new account is added and prompting you to map it is a good one - we've added it to the roadmap. It won't eliminate setup effort entirely, but it should take a lot of the manual monitoring off your plate. If you have any other questions or ideas, you can always reach us at support@joiin.co

Jonothon .
J
Small-Business (50 or fewer emp.)
"Seamless Consolidation with Stellar Support"
What do you like best about Joiin?

I like how responsive the customer service and dev team are. I have personally requested a few features that are now live on the site. The team takes the time to reach out and understand what I would like to see and why it is important to me. You don't really get that with other apps and services, which is very refreshing. The initial setup of Joiin was very straightforward. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

My main gripe is that you cannot report against budget and forecast. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Jonothon, Thank you for the thoughtful feedback, it’s great to hear the setup was smooth and that consolidation is doing what you need it to. We’ll pass your comments on budget and forecast reporting to our product team as they plan future updates.

Frankie F.
FF
Lead, Senior Program Manager
Small-Business (50 or fewer emp.)
"Simplifies multiple entities into one tool"
What do you like best about Joiin?

Joiin makes it easy to combine together different projects across multiple entities in one place. Allowing budgets to be shared / split between different department regardless of their location. It has massively improved variance reporting using custom PO reports. The graphics produced are a nice touch and are helpful when explaining concepts to people without financial backgrounds. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

It's pretty well rounded and the team are very good at accepting feedback and constantly improving. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Frankie, thanks for taking the time to share this, it’s great to hear Joiin is helping you keep multiple entities and shared budgets aligned, especially when it comes to explaining the numbers more clearly to non finance colleagues.

AM
Director
Small-Business (50 or fewer emp.)
"An extremely useful tool to produce client management accounts and consolidations from Xero"
What do you like best about Joiin?

The support and development teams are very responsive to suggestions and development improvements are currently proceeding at a good pace.

The software was easy to implement with good documentation. I use the software every month for producing client management accounts from Xero and every 1/2 year for producing consolidated management accounts. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

There is currently no forecasting capability within Joiin. The presentation capabilities with regards to branding are currently not fully there with regards to customising cover sheets.

The automatic adjustments with regards to currency translation differences need to be filtered to enable the report to look more presentable.

It isn't currently quite as comprehensive with regards to features as, for example, Syft and Futrli but I'm sure that this will be addressed. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Alan, Thank you for your thoughtful review - we're delighted to hear that Joiin is supporting your reporting (see what we did there 😉), especially across the insurance sector.

Your feedback on forecasting, branding and currency presentation is spot on and already with our product team. We’ve got more improvements lined up as part of the new reporting rollout, so watch this space.

We appreciate you recognising our development and our support teams too.

Thanks again,

The Joiin Team

JB
Accountant and Business Advisor
Mid-Market (51-1000 emp.)
"Long time Joiin user thouroughly impressed with ongoing development/time savings in mth end reports"
What do you like best about Joiin?

A user since 2018. Impressed with their willingness to improve their offering, and have watched their journey thus far. Joiin has saved me hours in my month-end consolidation process from Xero. Features versatile reporting options including budget and periodical comparisons, consolidated accounts payable/receivable reports and drill down to GL transactions. It also breaks reports down to Xero tracking options, which is a great feature. Very excited for their next chapter incorporating AI, Dashboards & personlized report packs to lift the professionalism of my month-end reporting. Would strongly recommend to accounting professionals and businesses. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

No items to mention as I have been very happy with the product. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Julie, Thanks so much for your review - and for sticking with us since 2018! We're glad to hear Joiin’s saving you time and helping with your reporting. Excited to share what’s next - watch this space.

RY
CEO
Small-Business (50 or fewer emp.)
"Efficient Consolidation Tool for Multi-Entity Businesses"
What do you like best about Joiin?

We use it extensively because we have a holding company that 100% owns our trading company, meaning two sets of books. Joiin lets us do consolidated reporting and split reporting for the board and for shareholders. We previously had to do it in spreadsheets and it took forever to report. The ease of setup, seamless integration with Xero, and the ability to customise reports have saved us countless hours each month. The support team is responsive, and the pricing is very affordable for startups like ours. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

Overall, nothing major, but room for more polished features would make it even better, such as further customising branded reports, drawing a vertical line separator between company #1 numbers, company #2 numbers, total numbers to improve readability etc. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Roger, Thank you for the thoughtful feedback - we’re pleased to hear Joiin is saving you time and helping with board and shareholder reporting. We appreciate the note on formatting too, your suggestions have been passed on to our product team.

JR
Finance Director
Mid-Market (51-1000 emp.)
"Just wish I'd had known about Joiin before..."
What do you like best about Joiin?

Joiin literally does all the hard (and medium!) work for you - it almost literally could not be easier and more intuitive to use. it integrates immediately and seamlessly - you can even log into it using your ERP credentials (I use my Xero login). Its functionality in terms of customisation of consolidations and reporting is incredibly powerful. I am working in a business that has just 2 entities, but they are very different and so using Joiin is invaluable... in previous lives I had more than 10 entities so Joiin would have saved hundreds or even thousands of hours, so I wish i had known about it sooner!

One other note - customer success at Joiin are extremely proactive and helpful. Absolute pleasure to work with. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

There are a couple of minor quirks - for example, when I design a custom report (e.g. a P&L) and save it for use in a management report, it works fine - but if I then go back into the report and use it on an ad hoc basis for other purposes, it does not always revert to the original layout and settings as used in the management report. I plan to raise this with Joiin (and no doubt they will fix / amend the functionality in short order.

I'm being picky and nothing is perfect, and the above is literally the only thing I have found that I would change. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Jonathan, Thanks for the thoughtful review, and for the kind words about the team. Delighted to hear how much Joiin is helping with your current setup. We appreciate the note on custom report layouts not reverting - definitely worth raising, and we’ll make sure it’s looked into. Thanks again for sharing.

Elliot C.
EC
Group Practice Director
Mid-Market (51-1000 emp.)
"if you want to simplify consolidation....Joiin IS the answer!"
What do you like best about Joiin?

Joiin is user friendly, super effective, saves time and effort and is exactly the product we were looking for. Seamless links to our source financial programs like Xero and QuickBooks make it a simple exercise to bring this all together from monthly management information packs. The flexibility of Joiin also means we can amend reports to the layouts we specifically use so this can match our financial modelling perfectly.

initial setup is simple and we were ready to go within 10 minutes which compared to our previous consolidation processes saved literally , hours. It integrates with all of the main apps within minutes.

The customer service team are quick, very responsive and able to to assist with any issues so it is great to know you have this in the background.

We use joiin every month and it forms the biggest part of our Monthly MI reporting now. The choice of time periods, data presentation and options for the reports mean we can always find a solution and a suitable report style to show KPIs, P&L, BS and Cashflow as we need to. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

Really had to think long and hard about dislikes and rather than a dislike I think, one are for improvement would be around the budgeting features and in particular the inclusion of revised forecasting or flexed budgets would take it to the next level. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Elliot, Thanks for such a considered review - it’s great to hear how much time Joiin is saving you each month and how well it fits into your MI process. Also appreciate the note on budgeting and forecasting, we've passed it on to our product team.

WS
Finance Director
Mid-Market (51-1000 emp.)
"Loving the JOIIN tool"
What do you like best about Joiin?

I primarily use JOIIN to consolidate accounting data from Xero, but its reporting functionality is truly impressive. It gives me a single platform to view information across all our companies, which is especially useful when preparing high-level commentary while still being able to drill down into the underlying details — all the way down to individual transactions. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

JOIIN does a great job of eliminating intercompany transactions. However, I have a specific use case where it would be extremely helpful to make a manual adjustment. In this case, during consolidation, I need to remove a transaction from only one company—not both sides. I haven't been able to figure out how to do this on JOIIN Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi William, Thanks for the detailed feedback - great to hear you're finding value in both the big picture and the transaction-level detail Joiin offers. Feel free to drop us a note at hello@joiin.co or the in-app chat so we can look at how best to help with your transaction query.

Joe K.
JK
"Effortless Financial Compiling with Real-Time Updates"
What do you like best about Joiin?

I find Joiin to be incredibly user-friendly and simple to navigate, which significantly enhances my experience while compiling financials. Its capability to compile financials for multiple entities is a major asset, providing a comprehensive overview necessary for making well-informed financial decisions. I especially appreciate the real-time updates feature, which keeps information current and helps in assessing the financial health of various entities instantly. The integration with QuickBooks Online is seamless, allowing for an efficient and streamlined workflow between the two platforms. The initial setup was very easy, further emphasizing the product's focus on user convenience. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

NA Review collected by and hosted on G2.com.

Questions about Joiin? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

GU
Guest User
Last activity over 1 year ago

What is Joiin used for?

Pricing Options

Pricing provided by Joiin.

Single

$23.00
1 Entity

2

$29.00
2 Entities

5

$57.00
5 Entities
Joiin Comparisons
Product Avatar Image
Fathom
Compare Now
Product Avatar Image
Syft
Compare Now
Joiin Features
Data Import
Data Consolidation
Data Validation
Reporting Hierarchy
Report Templates
Report Types
Standard KPIs
Standard Reports
Financial Statements
Dashboards
Custom KPIs
Custom Reports
Product Avatar Image
Joiin