Consolidated Reporting

Joiin quickly creates reports that combine data from multiple Xero and/or QuickBooks companies, enabling you to access the information you need quickly and easily. With no more downloading to spreadsheets and time-consuming merging of data, you can spend your time running your business rather than wrestling with the data.

What is consolidated reporting? Consolidated reporting allows you to group together your related companies to summarise and aid visibility. It can be difficult to accurately gain insight from multiple entities spread across currencies and locations, however Joiin enables you to track performance with multiple

business and financial reports, whilst keeping everything in the same place (we can even take care of budgets and  currency conversions for you).

Flexible reporting periods help you to access your data on a wider scale and customisable reports, graphs and charts mean that you’ll be presentation ready in no time. Working with a team? No problem, you can easily invite them to collaborate or simply download and share customised reports in person. You can also view and work with report data for individual companies with reporting by company and inter-company eliminations. Find out more about Joiin reporting below.

Key Financial Reports

Profit & Loss, Balance Sheet, Cashflow and Trial Balance – fundamental reports for financial reporting and the day-to-day accounting processes in any company. Track everything in one place and access the information you need anywhere, thanks to Joiin’s cloud based software.

Budgets

Display your budget information alongside actual amounts in your consolidated reports using the Custom Reports features.  Joiin automatically pulls budget data from Xero or QuickBooks and consolidates it to provide a consolidated budget figure.

Business KPI Reports

Key performance measures for your company at your finger-tips. With over 10 critical KPI’s, including Total Expenses, Working Capital and Net Profit Margin, we’re adding new reports all the time. We’ve added helpful explanations of what they mean and how to interpret them, so that you can make the right decisions for your business. For a full list of the KPI’s you can track with Joiin, simply click on our guide here

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Download Reports

Download your data with a simple click of a button – view your reports in Excel, Google Sheets and all major applications and personalise as and when you need to.

Multi-Currency

It’s a small world – working with multiple currencies? No problem, report across organisations with multiple currencies and automatically convert multiple currencies into a single currency of your choice with ease. All currencies are supported.

Flexible Report Periods

Report across a range of periods including monthly, quarterly, annually or even custom date ranges. Compare periods to year-to-date figures or against multiple other periods and access your financial data on a wider scale.

Inter-company Eliminations

Useful for things such as inter-company loans – view your accounts from your QuickBooks or Xero Chart of Accounts and eliminate the accounts you need with a click of a button.

 

 

Custom Reports

Customize your reports and see your data in whatever format you need. Create your own groups and formulas using multiple operands, show or hide the details as needed – including the ability to display budgets alongside actual amounts. With Joiin, you can save as many reports as you want for later use or download into your preferred format for reporting. You can even personalise your reports with logos and graphics for presentations and client data. Find out more about Joiin custom reports here

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Reporting by Company

View the report data for each company in its own column and the total consolidated amounts in a final column. Stay on top of your information and view individual company data as and when you need it.

Graphs and Charts

Visualise your data with our range of charts and graphs – whichever format works best for your business reporting, we’ve got everything covered.

Share Reports

Invite your colleagues or your accountant to collaborate – they’ll be able to securely login to Joiin and view the reports you share with them.

End-to-end security

Joiin is built on Amazon Web Services and employs the very latest technology to ensure world-class security at every level, including a two factor authentication process, allowing you to add an extra layer of security to your account. Your data is safe with us – for more information on our security policy click here

 

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