In our latest XU Magazine feature, we explore 10 ways Joiin helps finance teams connect their data, understand performance and put AI to work.
Start with a connected view
Growing groups rarely have identical accounting setups. One company uses QuickBooks, another uses Xero, and a recent acquisition brings a different chart of accounts and another currency into the mix.
Joiin connects data from different accounting platforms, so you can report across the group without moving every entity onto the same system. Chart of Accounts mapping, intercompany eliminations, partial ownership support and advanced FX controls help you handle the detail behind the consolidated view.
That gives finance teams a consistent starting point for reporting. For practices, it also makes it easier to work across clients with different systems and requirements.
Put the numbers in context
A financial report shows how the business performed. Understanding that performance often means looking beyond the accounts.
The XU feature explores how Joiin brings financial and non-financial KPIs together, allowing teams to look at measures such as customer retention or employee numbers alongside their results. It also covers three-way forecasting, which connects profit and loss, balance sheet and cash flow so you can explore how changing assumptions affect the wider financial picture.
Ask, act and connect with Joiin Intelligence
Joiin Intelligence is our AI layer, working with the structured financial and operational data inside Joiin.
You can ask questions about performance in any language, investigate which entity is affecting group margins or explore a change in EBITDA. Specialist AI agents also help with the work behind the reports, including mapping accounts, building reports, preparing eliminations and diagnosing balance discrepancies.
The figures come from Joiin’s established reporting framework. The AI works with that framework to run reports and help you explore the results, so you can check the figures and drill down into the underlying data.
And through the Model Context Protocol, or MCP, you can connect Joiin to compatible AI assistants, bringing financial context into other tools you use, subject to permissions and security controls.
Keep the tools that work for you
The article also looks at two familiar parts of finance life: Excel and the report pack.
Joiin’s Excel Add-In brings live financial and consolidated data into existing workbooks, reducing the exports and copied figures needed to keep them current. Report Packs bring statements, charts and commentary together in a consistent format that can be scheduled and shared with boards, investors or clients.
And with less preparation each cycle, there’s more time to review the results and talk through what happens next.
Read the full XU Magazine feature: A new era of financial intelligence.
If you’d like to see how it could work for your team, start your free 14-day trial or book a demo with us. We’re happy to start with the reporting job you’d most like to make easier.
