Joiin for advisors
For accountants and advisors everywhere, Joiin supports you to deliver a better service to clients by maximising data from Xero, QuickBooks, Sage, and Excel. Quickly produce group consolidations, create insightful reports, simplify how you work, and more.
“I’d been looking for consolidation software for a while and Joiin really fitted the bill”
Consolidated reporting, with advisors in mind
click & connect in minutes
Connect your companies in Joiin and bring together complex data from multiple entities to seamlessly create group consolidations and reports.
be more effective with your time
Using Joiin’s in-built features, create complex reporting quickly and easily, saving you time to focus on your clients’ needs.
deliver greater insight
Provide in-depth management reports with Joiin’s custom reporting and help clients make better business decisions.
Improve the service you provide by sharing reports effortlessly, helping you engage with clients over meaningful and compelling presentations.
scale-up and support more clients
There’s no need to add lots of people to support new customers. Joiin’s features are like extra team members focused on delivering for you and your clients.
grow your business
Using Joiin will support the growth of your business, bring new efficiencies, and improve your margins.
Manage multiple clients at once, on-screen
Our multi-client feature lets you manage multiple clients under one umbrella subscription. You can enable access to carefully selected stakeholders, by adding or removing teammates and clients, and seamlessly switch between client reports and data at the click of a button.
Wow your clients with a range of reports
Start to deliver a better service to your clients with report packs. Report packs are simple to use and let you create professional off-the-shelf reports that provide business insight, keep you focused on delivering an excellent service and help you grow your business. Go even further with custom reports, including your branding and client specifics.
What our customers say:
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