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.

collaborate easily

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.

Multi-client

Joiin for businesses looking to create consolidations and financial reports

Graphic showing an accountancy advisor meeting with multiple clients online

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.

Report Packs

Custom Reports

Your fully featured accounting software add on

More features include multi-currency conversions to flexible reporting by period, company and category. Automatically include Xero, QuickBooks, Sage, or Excel budgets, and fine-tune your results with inter-company eliminations.

Achieve even greater collaboration by inviting clients to view and download reports. At the same time, our multi-client feature allows you to manage multiple clients under one Joiin subscription and give access to carefully selected stakeholders.

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:

Gamechanger. I cannot begin to describe how much time Joiin saves us monthly and annually for such good value. It is easy to use and pick up.

Joshua Cottingham, Xero Reviewer

Excellent software. This has made life so easy! Joiin means we have consolidated reports at our fingertips rather than the time-consuming excel based consolidations we used to do. No manual errors now either!

Mandy Donald, Xero Reviewer

Time Saver. Most efficient and cost-effective way I've found to consolidate two entities. Highly recommend.

Kathy Marshman, Xero Reviewer

Great App! I was struggling with another app for consolidations which was very buggy and not very intuitive - then I found Joiin and my world changed. Everything that I was trying to do in that other program for months I was able to do in Joiin within 2 hours. It is very intuitive and accurate. Thanks for making such a great program!

Robert, QuickBooks Reviewer

Life changing! This is the best tool for reporting over more than one entity. I run P&L, BS, KPI and cashflow over four complicated entities and the Joiin reports are effortless. It has revolutionised the way we can report to clients in a simple, consolidated and professional format. I love it... give it a try.

Claire Smith, Xero Reviewer

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