Bringing Clarity to Complex Reporting
As the founder of Insight Matters, Rob te Braake supports a wide range of international businesses with their finance operations, including Nasdaq-listed companies. For many of his clients, monthly reporting is a time-sensitive, high-stakes task that demands both speed and accuracy.
Before using Joiin, Rob and his team relied on manual consolidation using spreadsheets. With multiple Xero accounts and several currencies to manage, the process quickly became unwieldy. Reports took days to prepare and left little time for deeper analysis or strategic input. For a team supporting clients with demanding investor and compliance requirements, the need for change was clear.
The Challenge
- Manual consolidation using spreadsheets
- Multiple Xero accounts with different currencies
- Increasing time pressure at month-end
- Risk of inconsistencies and errors
- Limited visibility for key stakeholders
Despite the team’s best efforts, the process simply wasn’t scalable. With each new entity added to the group, reporting became more complex. They needed a tool that could streamline the entire process, improve accuracy, and help the team focus on analysis rather than admin.
The Solution
After researching a number of tools, Rob and his team chose Joiin. The platform was easy to set up, with no lengthy onboarding or complex customisation needed. By connecting their Xero accounts directly to Joiin, they were able to pull in real-time data across all group companies.
With Joiin, the team could:
- Consolidate multi-currency data automatically
- Set up and apply intercompany eliminations
- Build tailored report packs for different stakeholders
- Drill into reports for greater clarity and understanding
- Save hours each month on routine reporting tasks
The Outcome
The time spent on reporting dropped significantly. What had taken weeks now takes a few hours. Reports are consistent, easy to update, and much easier to share with clients, stakeholders or investors.
Rob and his team can now focus on supporting their clients with more strategic insights, rather than getting bogged down in manual reporting. And because Joiin is cloud-based, it fits easily into the way they already work.
