Running multiple Xero accounts and managing nationwide operations made reporting complex for Access Community Health’s finance team.
With Joiin’s Microsoft Excel Add-in, they now pull live data directly into their board packs, cutting hours of manual work and giving leadership instant, drill-down insights during meetings.
When Access, one of New Zealand’s largest community health and care providers, needed faster and more flexible board reporting from Xero, they turned to Joiin – and later, its Microsoft Excel Add-in.
With around 3,500 employees and multiple Xero organisations, Access manages several entities, including a major trading arm with 20 tracking categories. Their finance team needed to consolidate, analyse, and present data in a way that reflected the scale of their nationwide operations, without moving away from the accessibility and usability that Xero provides.
As Access grew, so did the complexity of its reporting. The team had outgrown Xero’s native reporting tools but didn’t want to move away from the platform. They needed a solution that could extend Xero, not replace it.
Access faced growing challenges consolidating multiple Xero organisations and 20 tracking categories across regions. Rigid third-party tools limited drill-down capability, large data exports often crashed, and manual processes meant month-end reporting took hours longer than it should.
After trialling several tools, the Access finance team quickly moved over to Joiin.
Initially, the team used Joiin to build multi-entity, multi-period reports and export these to Excel to fit their standard board templates. Even in this first phase, they saved around two hours per month on manual work.
“In the end, saving two hours is gold. Our people found it easy to use, which made adoption fast.”
Warrick’s team saw the potential of Joiin’s new Excel Add-in and rebuilt their reporting packs around it. Instead of exporting, they now pull live data directly into existing Excel workbooks.
“We kept our Excel format, gained speed and drill, and cut the grunt work. Now it just refreshes.”
“For us, Joiin’s Excel Add-in bridges the gap between automation and flexibility. It gives us the live data of an FP&A tool, but in Excel where we already work.”
Warrick Jackson, Executive Director – Strategy and Finance.
Access Community Health’s story shows what Joiin’s Microsoft Excel Add-in does best – automating reporting while keeping the flexibility of Excel.
Live multi-entity data refreshes on demand, in a familiar environment that finance teams already know. The result: less manual work, faster decisions, and complete confidence in the numbers.
Start your free trial today and discover how Joiin can help your business.
Joiin delivers instant financial reporting and consolidation for businesses and accountants. Create and share real-time consolidated reports using Xero, QuickBooks, Sage, spreadsheets or other sources.
