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.
When Access Community Health, one of New Zealand’s largest community health and care providers, needed faster and more flexible board reporting from Xero, they turned to Joiin and later its Microsoft Excel Add-in.
With around 3,500 employees and multiple Xero organisations, Access manages several entities, including a major trading arm with 20 tracking categories. Their finance team needed to consolidate, analyse, and present data in a way that reflected the scale of their nationwide operations
The team relied heavily on Excel for building board packs and long-term forecasting models. They wanted to continue using Excel, but with live data
As Access grew, the complexity of its reporting grew with it. The team needed a solution that could extend Xero, and deliver instant insights.
Access faced significant challenges managing multiple Xero organisations and 20 tracking categories spread across national and regional structures.
Large data exports from Xero forced analysts into time-consuming manual processes, and month-end reporting took far longer than it should have. These issues created bottlenecks during board preparation and increased decision-making time.
After trialling several tools, the Access finance team moved to Joiin because it solved their immediate consolidation problems.
In the first phase, the team used Joiin to build multi-entity, multi-period reports and export them to Excel to fit their existing board templates. Even at this early stage, before adopting the Excel Add-in, they saved around two hours per month on manual work and saw clear improvements in accuracy and consistency. “In the end, saving two hours is gold. Our people found it easy to use, which made adoption fast.”
This early success set the foundation for the next stage. Once the team saw the potential of the Excel Add-in, they began rebuilding their packs using live formulas linked directly to Joiin. This shift allowed a fully automated, refresh-on-open board pack driven by real-time data.
Warrick’s team saw the potential of Joiin’s new Excel Add-in and rebuilt their reporting packs around it. Instead of exporting, they now pull live data directly into existing Excel workbooks.
“We kept our Excel format, gained speed and drill, and cut the grunt work. Now it just refreshes.”
“For us, Joiin’s Excel Add-in bridges the gap between automation and flexibility. It gives us the live data of an FP&A tool, but in Excel where we already work.”
Warrick Jackson, Executive Director – Strategy and Finance.
Access Community Health’s story shows what Joiin’s Microsoft Excel Add-in does best – automating reporting while keeping the flexibility of Excel.
Live multi-entity data refreshes on demand, in a familiar environment that finance teams already know. The result: less manual work, faster decisions, and complete confidence in the numbers.
Start your free trial today and discover how Joiin can help your business.
Joiin delivers instant financial reporting and consolidation for businesses and accountants. Create and share real-time consolidated reports using Xero, QuickBooks, Sage, spreadsheets or other sources.
