August 17th, 2021

How to get started with Joiin and Sage (video)

Presented by Joiin Customer Success Manager, Harry Symons, this video walks through how to connect your Sage account and add a company to Joiin, pulling in data to our platform and providing a fully-featured Sage reporting tool, designed to power your Sage consolidated reporting.

A quick video overview of Joiin, presented by Customer Success Manager, Harry Symons

How to get started with Joiin and Sage

The script:

Hi, I’m Harry and I would like to introduce you to Joiin, the consolidated financial reporting app that creates detailed KPI, consolidated financial and customised single entity reports from Sage Business Cloud Accounting. It’s free to try, takes a couple of minutes to get up and running and will save you and your team hours every month.

Today I will be demonstrating the speed in which you can add a Sage company to your Joiin account. You can be up and running reports in 5 minutes.

(Note: Joiin is a Sage reporting add on. It can be configured to use your Sage companies and data.)

When you begin your Joiin trial you will be asked to add at least one company. To do this, click the add company button and select Sage from the drop down menu.

You will then be redirected to a secure login page where you can sign in with your Sage credentials

Next, Joiin will ask if you would like to add another entity. For the purpose of this video we will do this later.

Once you have logged in, Joiin will then begin pulling across your financial and sales data, taking a matter of minutes.

Once this is done, you will be ready to begin running reports using your Sage companies.

If you have any questions about adding a company or would like to know more about Joiin, please get in touch with us by emailing support@joiin.co

Or visit our website Joiin.co where you can begin a 14 day, no credit card needed trial.

Summary

In this video we’ve looked at getting started with our consolidated financial reporting platform, Joiin, and your Sage Business Cloud account and data.

Presented by Joiin Customer Success Manager, Harry Symons, this video has walked you through how to connect your Sage account and add a company to Joiin, pulling in data to our platform and providing a fully-featured Sage reporting tool, designed to power your Sage consolidated reporting.

Start a free 14-day trial with Joiin
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