How Insight Matters Powers Complex QuickBooks Online Consolidations with Joiin

When Insight Matters took on reporting for a newly Nasdaq-listed company, they expected month-end consolidation to be a complex, time-consuming task. But with Joiin and QuickBooks Online in place, the first post-IPO consolidation took just 30 minutes.

Joiin is now central to delivering real-time, audit-ready reporting to the highest regulatory standards – transforming a major challenge into a streamlined, scalable process.

The Background

Insight Matters is a financial services firm specialising in CFO-level support for modern, fast-growing businesses. Their portfolio includes digital agencies, e-commerce brands, course providers, and crypto ventures, often spanning multiple business units and currencies.

The team manages consolidated reporting across 31 QuickBooks Online entities for 8 key clients using Joiin. These clients rely on Insight Matters not just for finance operations but for strategic oversight – requiring tailored reports, real-time insights, and audit-level compliance.

The Challenge

Ahead of IPO, a Nasdaq-listed holding company engaged Insight Matters to manage consolidated financial reporting across its international structure. Rob anticipated a heavy lift: multiple QuickBooks Online entities, complex intercompany balances, multiple currencies, and strict SEC reporting standards.

The expectation? Days of manual work to get everything right each month.

The Solution

 Using Joiin, the Insight Matters team created dedicated report packs to serve both internal management and external audit requirements. Real-time data pulled directly from QuickBooks Online  enabled fast, consistent group-level reporting, without the complexity.

The first full consolidation after IPO took less than 30 minutes.

Clients receive view-only access to live Joiin reports, while setup and updates are centrally controlled by Insight Matters, ensuring precision and peace of mind. Rob even trained the in-house CFO to build board packs in Joiin, giving them full confidence in presenting accurate, consolidated data.

After more than three years of continuous use, Joiin is embedded in the firm’s operations, supporting everything from monthly board packs to long-term advisory and CFO services.

 “We wouldn’t even recommend a client to have multiple entities without a tool like Joiin in place. It’s that important.”

“Rather than spending days checking intercompany and currencies, it took us half an hour to get everything right. Once it’s set up, it’s honestly so easy. Joiin works like a breeze.”

Rob te Braake, Founder, Insight Matters

The Benefits

  • 30-minute month-end close:
     What was expected to take days now takes less than an hour – even for Nasdaq-level reporting.
  • SEC-compliant audit packs:
     Joiin enables the creation of detailed, structured reports that meet regulatory standards.
  • Live dashboards for management:
     Real-time performance insights via Joiin exports and Power BI dashboards.
  • Cost-effective group structures:
     Clients can optimise their business setup without introducing reporting headaches.
  • Scalable and repeatable:
     After 3+ years of use, Joiin remains a core tool, evolving as client needs grow.

The conclusion

By combining Joiin with QuickBooks Online, Insight Matters built a powerful, scalable reporting solution capable of meeting the demands of a Nasdaq-listed business. What could have been a complex, high-risk process is now a smooth, repeatable workflow – complete with real-time dashboards, SEC-ready audit packs, and confident client access.

For accountants managing high-stakes reporting, Joiin provides the control and clarity needed to operate at the highest level.

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