The group P&L is ready. Then someone asks to see it in dirhams, with each company in its own column. How long would that take with your current month-end spreadsheet?
That’s one of the jobs we tackled in our 4 November webinar with Accounting Refigured. The demo was led by Joiin’s Archie Symons, Lead Account Executive, and Harry Symons, Head of Customer Success. They built a consolidated report, asked Joiin Intelligence to explain where performance fell short of budget, and turned a client’s cash question into a draft report pack.
Build a group P&L in dirhams
Archie started with a single-company P&L, added a second entity and switched the reporting currency to UAE dirhams. Then he set the report to financial year to date and showed each company alongside the consolidated total. He also filtered the report to show only the accounts marked for intercompany elimination, so the team could check whether the intercompany balances offset each other.
That same approach works if one company keeps its books in Zoho Books and another uses Xero or QuickBooks. You can bring them into the same group report while each company keeps its own accounting system. And if several entities use Zoho Books, you can connect those organisations directly to Joiin. The data refreshes daily, with a manual refresh available after a late adjustment.
See how Joiin connects to Zoho Books
Ask what’s behind the budget variance
In the demo P&L, online subscriptions were below budget. Archie drilled into the figure to see the underlying Xero invoices. He then asked Joiin Intelligence which areas were underperforming against budget and what the team could do in the short term.
That’s the sort of question that comes up halfway through a board or client meeting. You can start with the variance, check the detail behind it and discuss what to do next while everyone’s still in the room.
Turn a cash question into a report pack
The final reporting example came from an accounting firm whose client faced a larger-than-expected month of supplier payments. Their cash balance had looked fine until a sizeable bill came in.
To show how the firm could respond, Archie asked the Report Pack Agent for a pack covering cash, aged payables and aged receivables, along with a suggested action plan. The agent pulled the reports and charts into a draft. And the finance team could then check the figures and decide which actions to take to the client.
Watch the webinar
The replay also covers chart of accounts mapping and questions from the audience on exchange rates and intercompany balances.
Watch the Accounting Refigured webinar on YouTube
If you’d like to try it with your own figures, start a 14-day free trial. Connect your Zoho Books organisations and start with a group report you already build each month.
