Joiin for accountants and finance advisors

Joiin for advisors

Tailored for accountants and advisors everywhere, Joiin makes it easy to create and share beautiful looking financial reports for your clients, as well as consolidations across multiple businesses using data from Xero, QuickBooks, Sage and Excel.

“I’d been looking for consolidation software for a while and Joiin really fitted the bill”

Consolidated reporting, with you and your clients in mind

save time with Joiin

It’s the app for consolidating financial, KPI and sales reports using date from Xero, QuickBooks and Sage, saving you time by simplifying the way you work.

super-easy to customise

Easily customise reports with your own branding, start producing presentations your clients will love and make these available across devices.

built for greater collaboration

Improve the service you provide by sharing reports easily, helping you to engage with clients over meaningful and effective presentations.

click & connect in minutes

Simply connect your companies in Joiin and bring together complex data from multiple accounts to seamlessly create consolidations and reports

fully featured

Get a wealth of essential features to bring together complex financial data, crunch the numbers that matter and quickly produce reports.

Great looking financial reports for advisors to present to clients

Wow your clients with a wide range of reports

When you need to present data to your clients, choose from our key financial reports, KPI reports and sales reports, or build your own report packs by combining off-the-shelf elements, custom layouts and bespoke charts to meet clients needs. Go even further with custom reports, including your own branding and client specifics.

Core features to keep clients happy

More features include multi-currency conversions to flexible reporting by period, company and category. Automatically include budgets from Xero, QuickBooks, Sage or Excel, and fine tune your results with inter-company eliminations. Achieve even greater collaboration by inviting clients to view and download reports.

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

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Tailored for advisors, from the ground up

Here at Joiin, we pride ourselves on the way we work with our customers and have developed our app with customer participation at the heart of what we do. We proactively seek feedback from advisory and business users alike.

Why not take a look for yourself and let us know what you think?

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Joiin has been built from the ground up alongside businesses and advisors

What our customers say:

This great little app does pretty much everything I wanted it for at a fraction of the price of fancier ones. The company is really responsive and helpful too. It saved me hours of work right from the start as it's so easy to use. Couldn't function without it now. Highly recommend.

Pauline Kell, For Spills Ltd

I don't know how I missed using Joiin for years! As we run nearly a dozen similar businesses a single view comparing the health and strength of each business is more vital now than ever. I also feel the product feedback I've provided in the past few months has been actioned!

Teri Wilson, Xenon Partners

I have been searching for something to meet the reporting requirements of a client. Joiin has allowed me to replicate exactly the format that my client wants and to consolidate the group profit and loss and take the stress out of a time consuming monthly excel manipulation.

James Rudd, Jaracs Ltd

Great app at a great price - particularly in comparison to others on the market. I've been using for a couple of months now and it's saved me a lot of time. Love the new updates and have suggested a few myself, which I am told are being worked on - very happy.

Laura Wilson

I have used Joiin for nearly a year now for clients to do group consolidations in multicurrency. Joiin handles it all well. Particularly like the ability to customise reporting to client needs. It is cost effective and time saving. Would recommend

Victoria Buerk, Consultant CFO Services, USA

For months I've been looking for an online app that could consolidate Xero data from multiple organizations. There are a few out there... Then I discovered Joiin and the amazing folks behind it. Joiin is extremely simple, cheap and can be customized. Definitely recommended!

Giovanni Cipriano

I'd been looking for Xero consolidation software for a while and Joiin really fitted the bill. Not only that, but it's come on leaps and bounds since I first signed up, lots of new features, including one that I requested directly... within one month of the request! I can't recommend enough!

Joe Scarboro, The Bot Platform

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