Forecasting is now available to everyone in Joiin.
Start with your actuals, choose how the forecast is generated and adjust the assumptions behind it. Joiin carries each change through the P&L, Balance Sheet and Cashflow, for one company or a consolidated group.
No exporting. No separate forecast model.
Joiin already brings figures together from Xero, QuickBooks, Sage, FreeAgent and more for consolidated reporting. Now you can forecast from the same connected data.
One forecast. Three linked statements.
Spreadsheets work until the model changes.
Update a revenue assumption and the cash projection stays put. The Balance Sheet slips out of line with the P&L. A formula breaks three tabs away. And across a group, every company model needs combining again.
A 3-way forecast connects:
- Profit and Loss
- Balance Sheet
- Cashflow
In Joiin, you work directly on the P&L forecast. Joiin uses those figures, your account mappings and payment assumptions to derive the Balance Sheet. Cashflow is then calculated from movements across both statements using the indirect method.
Change a revenue or cost assumption and the effect carries through to financial position and projected cash. Everything stays linked.
Choose how your forecast starts
You can continue to bring budget data in from Xero or QuickBooks, enter figures manually and compare them with actuals across your reports.
Forecasting adds automatic generation.
Choose a company or group, set the period and select a starting point:
- Recent trends: Extend a linear trend from a chosen period of actual data.
- Growth: Apply a fixed amount or percentage increase.
- A blank forecast: Start from zero with your own rules and values.
- Joiin AI: Describe how the forecast should behave and Joiin AI creates the rules.
Forecasts can run for up to 60 months.
Build forecasts in natural language
Joiin AI lets you build a forecast by describing what you expect to happen.
Tell it to increase revenue from April, add a new monthly cost or reflect a seasonal rise in sales. Joiin AI turns those instructions into forecast rules, using your actuals as the starting point.
Every rule can be reviewed, adjusted or replaced but you retain control. Joiin AI creates the first draft, then you refine the assumptions while Joiin keeps the P&L, Balance Sheet and Cashflow connected.
Refine the detail
Rules can apply across the whole forecast or to a category, account type, individual account or single cell.
Use date ranges for seasonal revenue, temporary costs or a one-off expense. And if a figure needs changing directly, type the new value into the P&L forecast.
Payment patterns control when cash moves. Set when receivables are collected and payables are settled, including how opening balances are treated, and Joiin carries those movements through the Balance Sheet and Cashflow.
You control the assumptions. Joiin keeps the statements connected.
Forecast across a group
Group forecasting is built in.
Select an existing company group, apply the relevant elimination set and forecast from consolidated actual data. Work at entity level, group level or both.
Tools built around single companies leave finance teams exporting figures and rebuilding the group forecast whenever something changes. Joiin already consolidates the group, so the forecast uses the same structure.
Keep forecasts current
A forecast uses the actual data available when you create it. Those figures stay in place until you choose to refresh them, so new data from Xero or QuickBooks won’t change the forecast without your input.
When you are ready, refresh the actuals and regenerate. Overwrite the existing forecast or save a new version for comparison.
Once enabled, the forecast is available across your Joiin reports. Use the Budget/Forecast toggle to compare forecast and actual figures with your existing layouts, filters and reporting options.
You can also move between the P&L, Balance Sheet and Cashflow tabs inside the forecast to check each assumption before sharing the figures.
Built for advisors, finance teams and business owners
Accountants and advisors can build 3-way forecasts for clients, compare budget, forecast and actual each month or quarter, forecast across client groups and refresh the numbers as new actuals arrive.
Finance teams can forecast profit, financial position and cash by entity or across the group, prepare board and investor packs, account for payment timing and test changes to revenue, headcount or costs.
And business owners running a small group get the same connected view without building and maintaining the model themselves.
What comes next
Scenario modelling, loans, interest and capital expenditure are already in progress and forecasting by tracking category, branch or business unit is on the way too.
Get started
You’ll find Forecasts in the left-hand menu.
Name your forecast, choose a company or group, set the period and select how the first figures should be generated. Then refine the rules and add your payment assumptions.
The full Forecasting guide covers each step.
New to Joiin? Start a 14-day free trial and build your first forecast. No setup fees. No credit card needed.
Got a question? Get in touch with our support team at [email protected].
