Joiin

Joiin is consolidated financial reporting software that pulls figures out of several accounting systems and turns them into one set of group reports. Its whole reason to exist is the monthly spreadsheet job: exporting a profit and loss from each company, mapping the accounts, converting currencies and stitching the result into something the board can read. Joiin connects to the underlying ledgers instead and rebuilds that pack automatically whenever the numbers change.

What you can actually do with it

You connect each entity’s accounting file once, agree a mapping, then work from consolidated output.

• Consolidate multiple entities. Combine anything from two companies to a large group, with intercompany eliminations and loans handled as part of the consolidation rather than by hand.
• Connect the ledgers you already use. Integrations cover Xero, QuickBooks Online, Sage, FreeAgent, Zoho Books and spreadsheet imports, so entities on different systems can still sit in one group.
• Report in multiple currencies. Subsidiaries reporting in different currencies are converted for group reporting, which is the part that usually breaks a manual spreadsheet.
• Produce standard financial statements. Profit and loss, balance sheet, cash flow and trial balance come out of the box, alongside sales and purchasing analysis.
• Build branded report packs. Assemble reports, charts and commentary into one document with your own logo and styling, then schedule and distribute it to the people who need it.
• Track KPIs and budgets. Dashboards show group and entity performance, with budget-versus-actual comparison and drill-down into the underlying detail.

Who it fits best

Joiin is aimed at finance managers, financial controllers and part-time CFOs in groups that have outgrown one accounting file: a holding company with several trading subsidiaries, a franchise or multi-site operator, or a business that has grown by acquisition and inherited a mix of systems.

It also fits accountants and advisory firms who prepare management accounts for several clients, since one account can hold multiple client groups and reports can be branded and shared with each. A single-entity business with one Xero file does not need it; the built-in reports in your accounting system will do.

Things worth knowing before you commit

• It reports, it does not do your bookkeeping. Joiin sits on top of your ledgers, so inconsistent coding or unreconciled accounts upstream will show up in the group pack.
• Mapping is the setup work. Getting entities with different charts of accounts to line up takes an initial pass of thinking, and it is worth doing carefully rather than quickly.
• Pricing scales by number of entities. Users are not the billing lever, so cost tracks how many companies you consolidate rather than how many people read the reports.
• Check your accounting system is supported. The integration list is solid for small-business cloud accounting but does not cover every ERP; anything unsupported means spreadsheet imports.
• Complex statutory group accounting may need more. For involved group structures or formal statutory consolidation, confirm the treatment you need is supported before committing.

Alternatives to compare it against

If you only need better reporting from a single accounting file, a management reporting tool such as Fathom or Spotlight Reporting is cheaper and simpler. If you need budgeting, forecasting and scenario planning as much as consolidation, a planning platform like Futrli or a full FP&A tool covers more ground. At the top end, dedicated consolidation and corporate performance management software handles complex group structures but costs and weighs considerably more. Joiin’s niche is doing multi-entity consolidation properly without stepping up to enterprise software.

Plan tiers, entity limits and pricing change over time. Check Joiin’s own pricing page before deciding.

Further reading

• 10 Best Multi-Entity Accounting Software 2024 — the alternative of consolidating at the ledger level instead of on top of it.
• Top 10 Financial Reporting Software 2024 — the direct comparison set for producing board-ready report packs.
• Budget vs Actual: 7 Best Tracking Tools 2024 — covers the variance reporting Joiin puts on its group dashboards.
• Digital CFO Software: 5 Top Tools to Revolutionize Your Business Management — aimed at the controllers and part-time CFOs who run this kind of consolidation.

Have you used Joiin?

One sentence is enough. Would you pick it again, and why or why not? We publish the critical reviews too — that is the point.