What is Joiin?
Joiin is a financial reporting software platform that consolidates data across multiple entities and produces presentation-ready reports for finance teams and accountants. It pulls live data from connected accounting sources and turns it into P&L statements, balance sheets, cashflow reports, KPI dashboards, and sales reports. The financial reporting software covers single-entity and multi-entity group structures of any complexity.
Features & Benefits
- Financial Reports: generate P&L, balance sheet, cashflow, trial balance, and KPI reports from live consolidated data across entities.
- Custom Reports: build reports in custom layouts and apply filters by period, company, or category to match your specific reporting needs.
- Report Packs: combine multiple reports, charts, and text into a single branded document; download as PDF or Excel, or present live; includes AI-generated summaries; schedule packs to send automatically.
- Sales & Purchasing Reports: track sales performance by customer and view consolidated accounts receivable and accounts payable aging reports.
- Real-Time Dashboards: access a live, visual one-page financial overview that updates as data changes across connected sources.
- Budgeting & Forecasting: display budget data directly alongside actuals in reports to compare planned versus real performance.
- Multi-Entity Consolidation: consolidate data across any number of entities, time zones, and group structures in one place.
- Intercompany Management: automate eliminations for loans, intercompany sales, and transactions between related entities.
- Chart of Accounts Mapping: align account structures across different companies to produce consistent group-level financial reporting.
- Multi-Currency Reporting: report across companies using different currencies with automatic exchange rate conversions.
- AI Insights: surface trends, anomalies, and performance summaries from consolidated financial data using built-in AI.
- Global Search & Drill-Down: find invoices, bills, and payments across entities and drill into transactions from within any report.
- Multi-Client Management: manage multiple clients under one subscription; switch between client data and reports with a single click.
- User Management: add or remove users, set permissions, and give stakeholders controlled access to specific reports.
- Integrations: connect accounting platforms and spreadsheet sources; sync financial data to external analytics tools via API.
- Mobile Access: view and share reports from any device without loss of formatting or functionality.
- End-to-End Security: protect data with SSL connections, two-factor authentication, and AWS cloud infrastructure.
What can Joiin do?
- consolidate financial reports across multiple entities
- generate profit and loss reports for a group
- create a consolidated balance sheet across companies
- produce cashflow reports from multiple accounting sources
- compare budget vs actuals in financial reports
- eliminate intercompany transactions in group reporting
- convert multi-currency data into a single reporting currency
- track sales performance by customer across entities
- build branded board-ready report packs
- report on accounts receivable and accounts payable aging
- create KPI dashboards from live financial data
- drill down into transactions from a consolidated report
- manage financial reporting for multiple clients
Real-World Applications
A CFO overseeing a group of subsidiary companies may rely on Joiin’s financial reporting software to get a single consolidated view of group performance each month. Instead of manually pulling figures from separate accounting platforms, the group P&L, balance sheet, and cashflow data pull through automatically. Intercompany loans and transactions can be eliminated before the reports reach the board.
An accounting firm managing dozens of client entities may use Joiin’s financial reporting software to cut the time spent building monthly packs from scratch. Client data connects directly from their existing accounting platforms. Branded report packs with AI-generated summaries can be scheduled and shared with each client without rebuilding the format each time.
Finance managers at a business operating across multiple countries may find the multi-currency reporting features useful when preparing group-level statements. Exchange rate conversions apply automatically across entities. The financial reporting software handles the currency layer so the team can focus on what the numbers actually mean.
A bookkeeper or financial controller working with a holding company structure may use Joiin to track budget versus actuals across entities in real time. KPI reports and sales performance data are accessible from any device. The financial reporting software gives stakeholders access to the reports they need without requiring them to log into multiple systems.
