Case studies
Explore how some of our customers utilise Joiin to drive consolidated and financial reporting.
From manual month-end to AI-powered client reporting: how Numberwise made Joiin part of standard onboarding
Numberwise Accounting, led by Founder and Fractional CFO Tadd Wooten, takes on every new client with Joiin from day one.
Before Joiin, polishing financials by hand ate the month. There was formatting, version sprawl (V1, V2, V3) and a stream of basic client questions before any advisory work could begin.
Joiin now sets up in an hour, and every month-end after that rolls forward on its own.
Two days to a few minutes: how New Planet consolidates 11 entities with Joiin and Claude
New Planet has grown from three people to a 300-strong, 11-entity group across fibre and solar. Charmaine Meyers, Head of Finance, now builds its group management packs in minutes.
Before Joiin, every group report meant opening each entity’s Xero file, downloading the income statement and rebuilding it in Excel. Management packs took two days.
For New Planet, that approach wasn’t keeping up with the business.
Multiple Xero files into live reporting: how Engage runs group reporting for a property investment business with Joiin
Sajit Sahadevan runs Engage Accounting, Tax and Advisory, specialising in property management businesses.
One client, a property investment group with more than 15 legal entities, relied on a master Excel workbook. It took five hours a month, intercompany balances were reconciled by hand, and nothing was live.
For Engage, that approach was not scalable.
From practice to the inside: how Littlefish cut group reporting from two days to under two hours with Joiin
Courage Mlalazi began his career in practice, running group reporting and consolidations for multi-entity clients across South Africa, the UK and the US. Littlefish was one of them.
Consolidating its two entities, one local and one operating across Africa, took up to two days a month in Excel, and the structure kept changing.
Now Courage is Financial Controller at Littlefish, and Joiin came with him.
Bridging two continents: how Orbiss delivers real-time consolidation for Pennylane clients with Joiin
Pennylane has become a popular choice for fast-growing French businesses. But as those companies expand internationally, consolidation can quickly become complicated.
Before using Joiin, many groups relied on spreadsheets, manual exports, and endless reconciliation work to bring their numbers together.
For Orbiss, that approach simply wasn’t scalable.
Solving the consolidation problem: From eight QuickBooks accounts to one clear picture with Joiin
Mix Tape Ventures has transformed how it manages financial reporting across its portfolio of eight businesses. What was once a manual, spreadsheet-heavy consolidation process is now streamlined, centralised, and accessible in real time.
From Manual Consolidation to Trusted Group Reporting: Kanin Energy
Kanin Energy has transformed how it handles consolidation and group reporting with Joiin. What was once a manual, spreadsheet-heavy process is now automated, accurate, and trusted across the business.
By streamlining month-end workflows and embedding intercompany eliminations directly into reporting, Kanin’s finance team now saves approximately 5–7 hours per month at close. More importantly, they can consistently meet agreed loan reporting requirements, deliver investor-ready financials, and focus on insight rather than manual fixes.
How Joiin Made Xero Work at Scale
With Thorne Widgery guiding the move to a modern cloud setup, a 20 school trust replaced slow legacy systems with a flexible solution built around Xero and Joiin. The result is quick consolidation, smoother central fund management and a much easier year end.
Delivered in partnership with Thorne Widgery, this project was shortlisted for the 2025 Accounting Excellence Digital Transformation Award.
Transforming Board Reporting for a Leading Healthcare Provider: Access Community Health
Running multiple Xero accounts and managing nationwide operations made reporting complex for Access Community Health’s finance team.
With Joiin’s Microsoft Excel Add-in, they now pull live data directly into their board packs, cutting hours of manual work and giving leadership instant, drill-down insights during meetings.
Solving Consolidation Challenges for a Nasdaq-Listed Company: Insight Matters
Managing multi-entity, multi-currency reporting is no small feat – especially when preparing for a public listing.
For Rob te Braake and his team at Insight Matters, Joiin became the key to delivering real-time, audit-ready reporting for a Nasdaq-listed client, with consolidation now taking just 30 minutes instead of days.
Transforming Month-End Workflows with Joiin and Mayday
How Arbolus and SINE Group transformed their month-end processes with Joiin and Mayday.
For fast-growing multi-entity businesses like Arbolus and SINE Group, month-end processes can be a significant challenge. From manual reconciliations to a lack of consolidated reporting, these inefficiencies impact accuracy and decision-making.
Improving consolidated reporting processes across a global team
Grappling with spreadsheets and what he describes as ‘horrible’ v-lookups, Charl Ryan at RocketDNA turned to Joiin for a consolidated reporting solution. Since then, the global group has reduced its 10-company month-end consolidated reporting process from three days to less than 30 minutes.
Transitioning from MYOB to Xero and Joiin for consolidated reporting
Tyler Caskey, Founder of The Bean Counters, implemented Joiin for one of his clients, who owns 25 pet hotels across Australia. Within one reporting period, they halved their quarter-end close time and made their 40-tab Excel spreadsheet redundant.
Driving informed decision making with Joiin
Already using Xero with its clients, chartered accountants Baxter World started using Joiin as a seamless solution (it’s an official Xero add-on). Joiin now drives management reporting and informs decision-making.
Bringing about change across consolidated reporting with Joiin
Established in 2015, network service provider Blue Wireless has grown rapidly and now operates in 80+ countries globally. The company implemented Joiin to manage and automate complex financial consolidations across multiple business entities.
Delivering accurate and consistent consolidated reporting with Joiin
Having looked for a consolidation product for years, Great Dental Websites discovered and happily selected Joiin for its ability to save time, reduce consolidation errors and deliver consistent reporting.
Q&A series: How do you use Joiin?
In our Q&A series, we ask Joiin customers ‘how do you use Joiin?’, talking to them about their business and how they use our platform to streamline consolidated financial reporting.
