A growing business rarely has a tidy finance setup.
One company uses Xero. Another runs on QuickBooks or Sage. Then a new acquisition arrives with FreeAgent, MYOB or its own carefully maintained spreadsheet.
There’s no need to move them all onto the same platform. Joiin brings financial data from different systems into one place, giving finance teams a consistent view across individual companies or the whole group.
From separate accounts to a group-wide view
At month-end, someone has to gather the figures from every entity. That can mean downloading trial balances, checking reporting periods and matching accounts with different names. International groups also have currencies to convert and intercompany transactions to remove.
When a figure changes, the process starts again: another export, another spreadsheet update and another round of formula checks. As the group grows, so does the workload, leaving less time to actually work with the numbers.
Bring your accounting data together in Joiin
Joiin connects directly with Xero, QuickBooks, Sage, Pennylane, Puzzle, FreeAgent, Zoho Books and MYOB.
A FreeAgent business can sit alongside companies using Xero, Sage, Zoho Books and MYOB within the same group report. Local teams keep their usual accounting software while the finance team gets the combined view it needs.
FreeAgent, Zoho Books and MYOB are three of the latest additions to Joiin, giving businesses and accountants even more choice over how they bring their financial data together.
And it works for accountants too. Clients can stay on their preferred platforms while the practice creates consistent reports for each one.
Different accounting software. One clear view for businesses and accountants
Make different data easier to compare
Companies often record the same cost under different account names. One might use “Software”, another “IT subscriptions” and a third “Digital services”.
Joiin maps these accounts into a common reporting structure without changing the original ledgers. It also converts figures into a shared reporting currency and supports intercompany eliminations.
Compare results by company, period or category, then drill down to the accounts and transactions underneath them. The group result gives you the overview. The detail helps explain what changed.
Include more than accounting data
Headcount, customer numbers and sales activity can all add useful context to financial reports.
Joiin supports spreadsheet data, allowing financial and non-financial measures to appear together. The Joiin Excel Add-In also brings live Joiin data into existing Excel models and templates.
For businesses using Stripe, customer, subscription, payment, payout and refund data can sit alongside the consolidated financials. And through Zapier, Joiin reports can feed into workflows involving Google Sheets, Slack, Power BI and thousands of other apps.
Create reports people can use
Connected data can feed into management reports, dashboards and presentation-ready Report Packs.
Profit and loss, balance sheet and cash flow reports can sit alongside budgets, KPIs, charts and commentary. Tailor them for one company, the whole group or a particular audience.
Next month, refresh the figures and return to the report you have already built. Finance teams get more time to review the numbers and talk about what should happen next.
Use your consolidated data to plan ahead
Joiin’s new forecasting tools use historical actuals to build a three-way forecast covering profit and loss, balance sheet and cash flow.
Create rules using growth assumptions or linear regression. Or tell Joiin AI what you expect to happen in plain English, from increasing revenue to adding a monthly cost or allowing for seasonal sales.
The forecast sits alongside the figures already being reported across the group, helping finance teams test assumptions and see how today’s decisions could affect the months ahead.
Start a free 14-day trial or book a demo to bring financial data from across your group together.
