All-in-One Financial & Sales Reporting
With Joiin’s reporting tools, your financial insights are clearer, smarter, and more professional than ever. From detailed Financial and Sales reports to our impressive Report Packs, you now have full control over how you report and present your data.
“This is an outstanding addition to QBO. Within a few hours I had a custom P&L created from 400+ QBO accounts.”
The built-in and custom layouts you need
Designed for consolidated financial reporting and the day-to-day accounting processes in any company, simply use one of our built-in layouts with your Xero, QuickBooks and Sage data (or other data sources). Create key reports, branded report packs and custom layouts for use across your business or clients.
All your reports. One powerful pack.
Combine financial and sales reports into polished, presentation-ready documents. Add logos, images, commentary, and apply your own branding, colours, and fonts. Present live in Joiin or download to PDF or Excel. Perfect for internal reporting, board packs, or client-ready outputs.
Smarter Reporting with Instant Intelligence
Access five essential financial reports: Profit & Loss, Balance Sheet, Cashflow, KPIs, and Trial Balance
Access built-in sales reports: Sales by Customer, Purchases by Supplier, A/R Ageing, and A/P Ageing
Create fully tailored reports using Custom Layouts, perfect for internal teams or client reporting
Use the Combined Report to bring together Profit & Loss, Balance Sheet, and Cashflow into one cohesive view
Create GAAP and IFRS compliant reports to meet global accounting standards
Build branded Report Packs to share professional, presentation-ready outputs
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If you’re already getting started or need help with any features,
our dedicated support team is here for you.
Explore our FAQs
What off-the-shelf reports are available within Joiin?
Within Joiin, five built-in reports are available – profit & loss, balance sheet, cashflow, KPIs and trial balance – all designed to make consolidated financial reporting effortless across multi-entity businesses like yours.
We’ve ensured these key financial reports are available, as they’re fundamental to financial reporting in any company – used as either official financial statements or critical to the day-to-day financial accounting processes.
For further details about each of Joiin’s built-in reports, visit our support pages here: https://support.joiin.co/support/solutions/articles/42000010825-the-joiin-reports
How do you run off-the-shelf reports within Joiin?
Once you’ve securely connected your data to Joiin, simply use one of the built-in reports with your Xero, QuickBooks, Sage, or spreadsheet data to create key reports for your finance team or clients..
It only takes minutes to connect securely. Then let our platform crunch the numbers, consolidate your data and run your first automated built-in reports, including currency conversions and straightforward eliminations. At this point, you also get to see critical metrics immediately on a highly-visual dashboard that’s automatically generated for you within the Joiin platform.
Are Joiin's off-the-shelf reports automated?
Yes. Once you’ve securely connected your data to Joiin, our platform crunches the numbers, consolidates your data and automatically runs your first off-the-shelf reports, making them available as Excel or PDF documents that can be shared via the Joiin platform.
How long does it take to run a first consolidated report within Joiin?
The time to run a first report on the Joiin platform averages only 7 minutes amongst new users. Once set up, you have access to real-time dashboards and instant intelligence.
This means that new users are connecting their data and running an automated off-the-shelf report within minutes, creating a consolidated financial report that our customers tell us could have previously taken hours if not days when attempted manually.
Can you do consolidated accounts in Xero, QuickBooks and Sage?
Yes, but it is very difficult to do so without the help of a platform like Joiin.
Because producing consolidated group reports can be a headache to do directly within cloud accounting platforms like Xero, QuickBooks and Sage, and more of a headache when attempted manually with spreadsheets, our Joiin platform is your solution. Joiin is approved by and commonly available on all major app marketplaces, such as those for Xero, QuickBooks and Sage. We also have integrations with Puzzle and Pennylane.
Are Joiin's reports a ready-made option for Xero, QuickBooks and Sage consolidated reporting?
Yes. Joiin is designed to seamlessly integrate with cloud accounting software such as Xero, QuickBooks and Sage to meet your consolidated reporting needs.
Once your data is in the Joiin app, enjoy financial and performance reports, KPI reports and sales and purchasing reports at your fingertips, whether using our highly effective off-the-shelf reporting templates or other options like presentation-ready report packs and customisable reports. All reports are available on the go and on any device.
