Connect your data. Joiin does the rest.
Xero, QuickBooks, Sage, FreeAgent, Zoho Books, MYOB, Pennylane, Fortnox, Puzzle – plus spreadsheets and Stripe. Joiin handles the financial reporting and consolidation, creating live dashboards and report packs in minutes.
Accounting platforms
Connect unlimited entities across any combination of accounting systems to consolidate and report on your group in one view.
Direct integrations – accounting platforms
Xero
Full P&L, balance sheet, cash flow and tracking categories. Transaction-level drill-down and intercompany eliminations.
QuickBooks Online
Classes and locations, full transaction detail and eliminations. Intuit App Partner Platinum.
Spreadsheets
No API? Upload a spreadsheet or add a company manually – it consolidates exactly the same way.
Operational & non-financial connections
Unify financial statements with operational KPIs, SaaS metrics, and custom business intelligence for complete cross-functional reporting.
Data connections
Stripe
Pull operational SaaS and eCommerce revenue metrics directly into Joiin dashboards – including billed MRR, run-rate MRR and customer churn.
Non-financial data
Track custom operational KPIs including headcount, units sold, sales pipeline, and capacity utilisation alongside consolidated financial accounts.
CRM & marketing
Connect sales, marketing, and CRM tools using the Joiin Public REST API or Zapier to push custom non-financial metrics into group reports.
Data exports & integrations. Meet Joiin Connect.
Streamline consolidated financial data directly into spreadsheets, BI platforms, custom workflows, or enterprise AI assistants.
Joiin Connect: Data Exports & AI Integrations
Streamline consolidated financial data directly into spreadsheets, BI platforms, custom workflows, or enterprise AI assistants.
Data connections
Excel add-in
Live Joiin data inside your workbook from the Microsoft App Store. Refresh in place – no exports, no re-keying.
Public API
Pull consolidated reports into Power BI, a data warehouse or your own product. Generate a key from the Integrations menu.
AI connections (MCP)
Connect Joiin to Claude or your own AI tools. Ask questions of real consolidated data in a normal conversation.
Zapier
Wire Joiin into 8,000+ apps. Trigger alerts, post to Slack or kick off workflows when your numbers change.
Report packs
Export branded report packs to PDF, or share a live link that updates the moment the underlying data does.
Secure by design
Read-only API connections, audited regularly by Xero, Sage and QuickBooks. Your data is never used to train AI models.
See Joiin financial reporting & consolidation in action
Watch a 2-minute product tour demonstrating entity connection, chart of accounts mapping, automated multi-currency consolidation, and report pack creation.
2 minutes · watch the full walkthrough
Pricing that scales with your group
Start your 14-day free trial with full feature access. All plans include unlimited consolidated reports, unlimited users, unlimited client entities, 5-star support, and Joiin Intelligence.
01
Connect
Authorise each company from the Companies screen. Add as many as your plan allows, across any mix of platforms.
02
Map once
Joiin auto-maps the chart of accounts from every source system. Adjust it once and it holds for every future refresh.
03
Report
Build dashboards and report packs across the group. Data refreshes automatically – daily, or on demand.
