Smarter Financial Consolidation & Reporting for Education

Managing finances across multiple schools, campuses, or departments can be complex. Joiin makes it simple to consolidate and report financial data, whether you’re part of a multi-academy trust, charter network, higher education institution, or global education group, with direct integrations for Xero, QuickBooks, Sage, and spreadsheets.

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Image showing the 5-star ratings on the Xero and QuickBooks marketplaces for Joiin

Both the product and support are extremely responsive and easy to work with – highly recommended

Consolidation without the hassle

instant intelligence

Consolidate financials from all your schools or campuses. View multi-currency and intercompany data in real time.

create real-time dashboards

Build dashboards by school, trust, or academy. Track key metrics at a glance.

make faster decisions

See performance clearly. Use templates or customise reports to suit your education setup.

get AI-powered insights

With Joiin Intelligence, create summaries, identify performance trends and forecast red flags in seconds.

robust and secure

Produce clear consolidated accounts, highlight key metrics, and keep stakeholders informed, all within a secure platform.

easy sharing and collaboration

Share live reports with governors, trustees, or leadership teams. Control access and keep everyone aligned.

Charl Ryan at Rocketmine DNA

How Joiin Delivers Smarter Reporting for Education

Bring together financial, KPI, and funding data. Use Joiin to create consistent, real-time reports from ready-to-go templates to tailored packs for boards and governors. Integrates with Xero, QuickBooks, Sage, spreadsheets and other accounting platforms.

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Multi-entity consolidation

Effortlessly manage and consolidate multiple schools or academies, including support for multi-currency data where needed.

Real-time dashboards

Get a live view of performance across your group with dashboards that highlight key metrics for leadership teams.

Custom reporting

Build reports by department, site, or funding stream. Use our templates or fully tailor layouts and calculations to suit your governance requirements.

Joiin dashboard

AI-powered insights

With Joiin Intelligence, make light work of complex reporting. Get automatic summaries and smart insights that highlight performance trends.

Powerful integrations

Connect data from Xero, QuickBooks, Sage or spreadsheets. Use Joiin Connect to feed insights into Power BI, Tableau and other tools.

Collaborative reporting

Share live reports with headteachers, trustees or funding bodies. Help everyone stay informed and aligned with a single source of truth.

Keep Education Reporting in One Place

Running a trust or education group? With Joiin, you can bring together data from all your schools, campuses, or departments into one clear dashboard. See how each site is performing, create group reports with ease, and share insights quickly. Whether you’re growing or already managing a complex structure, Joiin gives you the visibility and control you need.

Automatically include budgets from Xero, QuickBooks, Sage or Excel, and fine-tune your results with inter-company eliminations. Joiin makes it simple. Choose from key financial reports fully customised reports and KPI reports or create bespoke charts to meet your needs.

All available on-the-go on any device with rock-solid security built in.

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Built for education

Whether you’re reporting across a trust, academy group, or multiple education sites, Joiin gives you the tools to simplify consolidation and create clear, accurate reports. Easily track performance, manage budgets, and get reports into the hands of the people who need them. Always evolving thanks to the feedback of education professionals.

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Joiin reports on a desk

What our customers say:

We have over 500 QuickBooks Accounts and a very lean team. With Joiin, we quickly discovered the ability to create custom reporting for a consolidated view or segmented to suit the needs of our business. As we grow and add additional companies to our portfolio, adding the new data has been seamless. I can’t recommend Joiin highly enough for your reporting needs.
Shelly, QuickBooks Reviewer
Great platform to see all entities on one page and eliminate as needed. Very smooth and efficient and the constant improvements help as well. Very important software in our finance function.
Michael Leske, Xero reviewer
Excellent software. This has made life so easy! Joiin means we have consolidated reports at our fingertips rather than the time-consuming excel based consolidations we used to do. No manual errors now either!
Mandy Donald, Xero Reviewer
Time Saver. Most efficient and cost-effective way I've found to consolidate two entities. Highly recommend.
Kathy Marshman, Xero Reviewer
Great App! I was struggling with another app for consolidations which was very buggy and not very intuitive - then I found Joiin and my world changed. Everything that I was trying to do in that other program for months I was able to do in Joiin within 2 hours. It is very intuitive and accurate. Thanks for making such a great program!
Robert, QuickBooks Reviewer
Life changing! This is the best tool for reporting over more than one entity. I run P&L, BS, KPI and cashflow over four complicated entities and the Joiin reports are effortless. It has revolutionised the way we can report to clients in a simple, consolidated and professional format. I love it... give it a try.
Claire Smith, Xero Reviewer

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