If Excel is where you like to think and build, good news. You can bring your Joiin data into Excel with our new Add-in. It plugs live numbers into your spreadsheets, so your models stay the same and your data stays fresh.
What it does
Joiin’s Excel Add-in brings single and multi-entity data into Excel in real time. Your sheets stay current. Your formulas and layouts stay the same. Month-end feels simpler and you can continue to work in Excel.
At a glance
- Real-time, consolidated, always-synced figures from Joiin
- Fewer manual steps and fewer errors
- Your Excel workflow, powered by trusted data
Why it helps
Plenty of teams prefer to analyse and present in Excel. Our new Excel Add-in supports that choice. No exporting. No version drift. No rebuilding reports.
Popular ways to use it
- Pull live data into Excel
Keep your board packs and management reports. Refresh everything with one click. - Custom reporting, your way
Link cash flow models and schedules to live balances from Joiin. - Blend financial and non-financial metrics
Bring revenue, headcount and operational KPIs into the same view. - Audit-friendly
Trace every figure back to Joiin for review and compliance. - Forecasts and scenarios
Drop fresh actuals into your models each month without starting again.
Who will find this useful
- Business owners, CFOs and finance teams reporting on single or multiple entities
- Accountants who want flexible client reporting with a clear audit trail
- Teams that use Excel but want live reporting and consolidation under the hood
Getting started
You’ll need a Joiin account to get started. Start your 14 day free trial.
- In Joiin choose Excel Add-in in the left-hand navigation
- Or you can Install from Microsoft AppSource
- Need a hand? Our support guide covers install, setup and your first refresh.
Included with your plan
The Excel Add-in is included for free with an active Joiin subscription.
Keep working the way you like, with data you can trust. Start a 14-day free trial, add the Joiin Excel Add-in and refresh your reports with confidence.
Ready to see it in action? Book a demo.
