Joiin is a comprehensive SaaS platform designed to automate financial reporting and consolidation for businesses and accounting professionals. It streamlines the process of aggregating financial and operational data from various sources, providing real-time insights and powerful consolidation capabilities.

Targeting CFOs, finance managers, accountants, bookkeepers, and advisors, Joiin simplifies multi-entity reporting, intercompany management, and client reporting at scale.

Key Features:

• Automated Multi-entity Consolidation: Effortlessly manage and consolidate data from unlimited entities, clients, and complex group structures.
• AI-powered Insights (Joiin Intelligence): Unlock instant trends, anomalies, and advice with next-gen AI capabilities.
• Real-time Dashboards & Reports: Access live, consolidated financial reports (P&L, Balance Sheet, Cashflow, KPIs) and dynamic dashboards.
• Extensive Integrations: Seamlessly connect with Xero, QuickBooks, Sage, Pennylane, Puzzle, spreadsheets, and push data to Power BI or Tableau via Joiin Connect.
• Budgeting & Forecasting: Compare budget against actuals directly within consolidated reports.
• Intercompany Management: Automate eliminations for loans, sales, and intercompany transactions across multiple currencies.

Use Cases:

Joiin is invaluable for businesses operating with multiple legal entities or subsidiaries that require a unified, consolidated view of their financial performance. It eliminates the manual, error-prone process of spreadsheet-based consolidation, saving finance teams countless hours each month. For example, a CFO managing a group of companies can quickly generate real-time consolidated P&L statements, balance sheets, and cash flow reports, complete with intercompany eliminations and multi-currency conversions.

Accountants and bookkeepers can leverage Joiin to efficiently manage reporting for a diverse portfolio of clients, providing them with professional, branded report packs. The platform's multi-client functionality allows for secure access and management of various client accounts under a single subscription, enhancing productivity and client service. Furthermore, Joiin's AI-powered insights help identify critical trends and anomalies, enabling proactive decision-making.

Pricing Information:

Joiin offers a 14-day free trial, requiring no credit card to get started. While specific pricing plans are not detailed, the service operates on a paid subscription model, providing scalable reporting features without enterprise-level costs.

User Experience and Support:

The platform is designed to be simple and intuitive, allowing users to quickly connect data sources and create reports. Joiin provides comprehensive support through a Help Centre, webinars, on-demand demos, and a dedicated support team. Reports are mobile-ready, ensuring accessibility across all devices for stakeholders.

Technical Details:

Joiin integrates with leading accounting software like Xero, QuickBooks, and Sage, alongside spreadsheet support and an Excel Add-In. Its Joiin Connect API facilitates data synchronization with business intelligence tools such as Power BI and Tableau. The platform ensures end-to-end security with encryption, multi-factor authentication, and secure cloud hosting.

Pros and Cons:

• Pros: Automated consolidation, AI-powered insights, real-time data, multi-currency support, intercompany eliminations, user management, presentation-ready reports, extensive integrations, scalable, robust security.
• Cons: While designed for ease of use, advanced customization for highly unique reporting needs might require some initial setup time.

Conclusion:

Joiin stands out as a powerful, all-in-one solution for financial reporting and consolidation, transforming complex data into actionable insights. By automating tedious manual tasks and leveraging AI, it empowers businesses and accountants to make faster, smarter, and more informed financial decisions. Explore Joiin today to revolutionize your reporting processes and unlock the full potential of your financial data.