Connect Joiin to Excel: Get the Data You Need, Your Way
Bring live Joiin reports straight into Excel with Joiin’s Excel Add-in. Build flexible spreadsheets tailored to your needs by connecting data from QuickBooks, Xero, Sage, and other accounting platforms, directly into your workbook.
“If you are tired of having to create genius-level spreadsheets to show what’s happening in your company, let Joiin do the work for you.”
Get Started: Three Simple Steps to Reporting in Excel
Joiin pushes your financial, sales, KPI and non-financial data to Excel, to create real-time reports and instant intelligence. Report across one or any number of entities. Perfect for finance teams and accountants managing complex structures or client groups.
2.
Get Excel Add-in
Select Joiin Desktop Excel or Joiin Excel Online.
3.
Instant Intelligence
Download pre-built templates or start using Joiin’s flexible formula’s.
Benefits of Joiin’s Excel Add-In
save time
Eliminate manual exports and data wrangling. Pull live reports straight into Excel and focus on analysis, not formulas.
click & connect in minutes
Access the Excel Add-In directly from Joiin or Microsoft AppSource, and start syncing data in a few clicks.
super-easy to use
Easily manage your data, start producing reports and see everything within Joiin on any device, whether at your desk or on the go.
build live group consolidations
Automatically consolidate multiple entities, with multi-currency support, intercompany eliminations, and real-time updates in Excel.
real-time reporting
Bring all your live Joiin data into Excel, powered by Joiin Intelligence (AI).
secure by design
Your data stays protected with enterprise-grade security, full audit trails, and compliance built into every report.
Use our Excel Add-in to Sync Data into Your Worksheet.
Works with Excel Desktop and Excel Online. Included in all pricing plans.
Smarter reporting for every entity, every metric.
Crunch the numbers that matter and bring together complex financial and non financial data to automate live reports across single entities or entire group consolidations.
Once your data is in our app, enjoy financial & performance reports, KPI reports and sales & purchasing reports at your fingertips, whether our highly effective off-the-shelf layouts or presentation-ready report packs. Go even further with non-financial data, custom reports, and surface insights, anomalies and more, using Joiin’s AI Assistant.
More core features include multi-currency conversions to flexible reporting by period, company and category. Automatically include budgets and fine-tune your results with inter-company eliminations and achieve greater collaboration with your team simply by inviting them to collaborate or download reports; while our multi-client feature allows you to manage multiple clients under one Joiin subscription and give access to carefully selected stakeholders.
All available on-the-go on any device, with end-to-end security built in.
Recognised for Excellence
Joiin has earned recognition across 87 G2 reports, achieving Leader status in G2’s Grid® Report for Financial Analysis Software. Backed by verified customer reviews, this milestone highlights the difference Joiin is making for CFO’s, finance teams and accountants around the world.
What our customers say:
Ready to get started?
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If you’re already getting started or need help with any features,
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Or explore our support page about getting started ›
Explore our FAQs
What is the Joiin Excel Add-In?
The Joiin Excel Add-In lets you pull live consolidated and single-entity reports from Joiin directly into Excel (desktop or Excel Online). You can keep working in spreadsheets while removing the need for manual exports and copy-pasting.
Do I need a Joiin account to use the Excel Add-In?
Yes. You’ll need an active Joiin subscription to connect your data. The Add-In works with QuickBooks, Xero, Sage, spreadsheets, and more through your Joiin account.
Is the Excel Add-In free?
The Add-In itself is included with every Joiin plan. If you’re new to Joiin, you can try it free for 14 days.
Can I still use my own Excel models?
Absolutely. Many finance teams use the Add-In to connect Joiin data into their existing models, keeping the spreadsheets they know but removing the manual consolidation work.
How does Joiin integrate with other accounting platforms?
Joiin seamlessly integrates with leading accounting software, including Xero, QuickBooks, Sage, and other cloud-based platforms. This ensures your financial data is automatically pulled in and consolidated without manual input.
How does Joiin ensure data security?
Security is a top priority at Joiin. Our platform uses bank-grade encryption, secure cloud hosting, and strict access controls to protect your financial data. We are compliant with industry standards, ensuring your data remains private and protected.
