There’s plenty new in Joiin this quarter, including connected three-way forecasting, four new accounting connectors, a new KPI Library and Live View for Report Packs.
And Joiin Unwrapped Live is coming soon, with CEO and Co-founder Lucien Wynn and Head of Customer Success Harry Symons taking you through the latest releases.
For now, we’ve brought all 31 product updates together in our latest Joiin Unwrapped roundup.
Forecasting is here
Forecasting is now out of beta, giving finance teams and accountants a connected way to build forecasts from their own financial data.
Choose a company or group, then build from recent trends, apply a growth rate, start with a blank sheet or describe your assumptions and let Joiin AI create the rules.
You forecast the P&L and Joiin derives the Balance Sheet and Cashflow, keeping all three statements connected. Forecasts can run for up to 60 months, with groups, eliminations and forecast-against-actual reporting supported.
You can also download your forecast to Excel, make changes and upload it back into Joiin for review.
More ways to work with KPIs and charts
The new KPI Library brings every KPI into one searchable list, showing where each is used across dashboards and Report Packs.
We’ve also added Map Charts, stacked bars, company splits, multi-KPI comparisons and clearer comparison colours. And with undo and redo now available on dashboards, it’s easier to try a new layout without worrying about losing the old one.
Four new accounting connectors
MYOB, Fortnox, Zoho Books and FreeAgent have joined Joiin’s existing accounting connections.
This means more companies and clients can be brought into consolidated reporting, including groups using different accounting platforms across their entities.
Account renaming has also been improved. Change an account name or code in your source platform and Joiin carries the existing configuration across during the next sync.
Live View for Report Packs
Live View lets you share an interactive Report Pack through a secure link.
Recipients do not need a Joiin account or licence. They open the pack in their browser using a code sent by email, with read-only access that can be revoked whenever needed.
Report Packs have gained several other updates too, including bulk changes, cell comments, AI-generated cover summaries and the option to copy a pack from one client to another.
New tools in Joiin Intelligence
The new Balance Diagnosis agent helps explain why a consolidated Balance Sheet does not balance, identifying possible issues involving rounding, source ledgers, adjustments or eliminations.
There’s also a new agent selector and searchable prompt library, making it easier to start tasks such as building a Report Pack, opening a report or reviewing eliminations.
And plenty more
This quarter’s release also includes improvements across consolidation, formulas, budget variance reporting, AR/AP Ageing and transaction searches.
You can explore every release, along with practical examples of how each one works, in the full update.
