Written by Joiin’s Head of Customer Success, Harry Symons, who hosted the session, we’ve kicked off our brand-new webinar series, designed to help new users get more from Joiin and to showcase the huge changes we’ve made over the past few months.
Here’s a look back at the session – the good stuff, the insights, and what we’re building on next.
With people joining from Southend to South Africa, and a few places in between, we welcomed a lively mix of users with plenty of good questions and ideas flying around. I was joined by Kyle, one of our product experts, making his webinar debut and absolutely smashing it, may I add.
If you missed it, here’s what we covered in Session 1: Joiin Essentials
What we walked through
This session was all about helping users get confident with the essentials and see how the latest updates make day-to-day reporting smoother.
- Chart of accounts mapping: we showed how easy it is to tidy up mismatched GL codes and use Joiin’s AI suggestions to align entities across systems.
- Custom report layouts: how to build reports that match your structure, from detailed management packs to quick P&L summaries.
- Report packs: together we created polished, shareable reports with dynamic dates that stay up to date automatically.
- Charts and commentary: adding visuals and summaries that update in line with your data, making reports clearer for everyone.
- Non-financial data: how to bring in metrics like headcount, sales per rep, or number of projects to create a fuller picture.
- Dashboards and permissions: how to give teams and clients access to what they need, safely and simply.
All designed to help multi-entity teams save time, stay consistent, and make reporting less painful each month.
Q&A Highlights
We had far more questions than we could get through live, which is a great problem to have. We’ve followed up with everyone individually, but here’s a quick summary of the main themes.
Data & integrations
A lot of questions focused on how Joiin connects to your systems and manages data.
- Historic data: Two years by default, or further if you have more history in your source system.
- Refresh rate: Automatic daily syncs, or trigger a manual refresh any time.
- Multiple systems: You can combine Xero, QBO, Sage, and others in a single report.
- Future integrations: Incoming API to any platform coming soon.
Reporting & customisation
Users wanted to know how flexible Joiin is when it comes to structure and design.
- Custom layouts let you show each entity’s results separately within consolidated reports.
- Report packs can include your own logo and backgrounds; custom cover templates are on the roadmap.
- Dynamic Excel formulas and pinned headers are both in development.
- Department or brand reporting works via tracking categories or classes.
Budgets, KPIs & non-financial data
The new non-financial data feature drew plenty of attention.
- You can add your own data, like headcount, bookings, or other metrics and use them in KPIs.
- Budgets can be imported from accounting systems or uploaded manually, even by brand or category.
- The KPI builder allows custom formulas, ratios, and combinations of financial and non-financial metrics.
Access & setup
Some asked about structure and usability.
- You can toggle which company each account belongs to within layouts.
- Multi-client set-ups let you manage separate spaces for different clients or teams.
- Additional training sessions and slower walkthroughs are being planned.
- Our support team is always available for one-to-one help with access or setup.
A few practical touches
A handful of questions came up around real-world use:
- VAT treatment can differ across entities; you can configure this at entity level.
- We’ll slow the demo pace slightly next time, and all sessions are recorded so you can pause and replay.
Watch the webinar in full here.
What’s next
We’re running four 30-minute webinars between October and December designed to help you get more from Joiin, whether you’re new or just ready to go deeper.
- Session 2 – Nov 5: Excel Add-In Deep Dive
Learn how to bring live Joiin data straight into Excel and skip the copy-pasting. - Session 3 – Nov 19: Smarter Insights with Joiin AI
See how Joiin Intelligence surfaces trends and turns your data into quick insights. - Session 4 – Dec 3: Power Up Reporting with Joiin
Connect Joiin with Zapier, Power BI, and your accounting platforms for more flexibility.
You only need to register once to join any (or all) of them.
That’s a wrap for our first session round-up
The energy from Session 1 was brilliant – 95 percent of you stayed right to the end, which says a lot. If you’re new to Joiin or just haven’t explored the new features yet, these sessions are a great way to get hands-on and see what’s possible.
Next up: our Excel Add-In Deep Dive on 5 November.
Join us live, bring your questions (there will be plenty again), and see how easy it is to work with real-time Joiin data in Excel.
