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JOIIN INTELLIGENCE
Built on your data.
Secured in your environment.
Joiin Intelligence is powered by Claude (Anthropic) via AWS Bedrock, meaning your financial and operational data never leaves your secure cloud infrastructure.
01
You ask a question
Type any question in any language, about performance, variances, trends, or a specific report you need building.
02
Joiin runs the reports
Joiin Intelligence automatically triggers the right agents, running reports, searching transactions, and pulling context from your connected entities.
03
Get Instant Intelligence
Not a generic response, an answer grounded in your actual numbers, with the source data to back it up. Continue the conversation to go deeper.
HOW IT WORKS
Our AI features.
One smarter workflow.
A secure, enterprise-grade AI layer in Joiin, built on structured, governed data, powering the way you run reports, build packs, and communicate performance.
01
Ask Joiin AI
An agentic assistant built into Joiin. Ask any question and get answers from your financial and operational data. Refine as you go, in any language. Built for instant intelligence across your group.
“What were my biggest expenses last month?” · “How are sales performing across all my companies?” · “Prepare an email summary for the board.”
02
Agentic AI Agents
Describe the report or Report Pack you need, in any language and Joiin builds it using agents. No filter menus, no configuration. The finished report lands in your Saved Reports area ready to review, update and share.
“Create a consolidated report pack with variance vs budget.” · “Build a quarterly board report with revenue trends.” · “Generate a group report with KPIs and margins.”
03
AI-Generated Summaries
Add intelligent narrative commentary to any Report Pack with a single click. Joiin reads the surrounding reports and charts, then writes a clear summary, highlighting key movements, risks, and discussion points for boards, clients, and stakeholders.
“Revenue increased 8% month-on-month, driven by strong UK and US performance. Gross margin held at 62%, while expenses rose due to marketing spend.”
04
In-Report AI Insights
Click the Joiin AI button on any P&L, Balance Sheet, Cashflow, or KPI report to get instant analysis tied directly to what you’re looking at. Spot anomalies, understand variances, and get answers without switching context.
“Cash flow is positive overall, though there is a slight increase in receivables in the US entity, which may impact short-term liquidity if not monitored.”
MCP – Model Context Protocol
Connect Joiin to any
AI agent or workflow.
Joiin’s MCP server lets AI tools, including Claude, Cursor, and any MCP-compatible agent, query your consolidated financial data, run reports, drill into transactions, and pull live subscription analytics directly. No custom API work. No manual exports.
Ask Your AI. Get Real Answers.
Connect Joiin to your AI tools and get answers backed by live, consolidated financial data.
Your Financial Data, Inside Your AI Workflow
Query Joiin directly from tools like Claude or ChatGPT without switching context or copying data.
Real-Time Reporting, Wherever You Work
Run reports, analyse performance, and explore your data instantly from your AI assistant.
One Data Set. Connected Everywhere.
Bring your multi-entity financial data into a single, connected workflow across your AI tools.
FOR EVERY FINANCE ROLE
Made for the people
who live in the numbers.
Whether you’re managing a portfolio of clients, running group reporting for a multi-entity business or managing reporting for one entity, Joiin Intelligence works the way you work.
CFOs & Finance Leaders
- Drive real-time performance across your group
- Identify risks and opportunities early
- Deliver board-ready insight for faster decisions
Finance Teams & Controllers
- Reduce manual reporting and consolidation work
- Investigate variances and answer questions faster
- Produce and share accurate reports without rebuilds
Portfolio & VC teams
- Compare performance across portfolio companies
- Standardise reporting across entities
- Deliver consistent, investor-ready reporting at scale
Accountants and Advisors
- Manage multi-client reporting from one place
- Deliver consistent reports across every client
- Share with clients
Enterprise-grade security
Your data stays yours.
Every AI operation in Joiin runs within your secure AWS environment.
No third-party service ever receives direct access to your financial data.
Data never leaves your infrastructure
All AI processing runs within Joiin’s secure AWS environment via AWS Bedrock. Your financial data is never sent to external third-party AI services.
Enterprise-grade compliance
Joiin Intelligence aligns with the latest AI governance frameworks, financial security standards, and global data protection regulations including GDPR.
Powered by Claude via AWS Bedrock
Built on Anthropic’s Claude, one of the world’s leading AI models accessed securely through AWS Bedrock with full encryption and data isolation.
“We’re using Joiin Intelligence to make business decisions rather than just reporting on financials.”
Hamish Wright, Group CFO – Ingenia Global Partners
16 entity portfolio
No reporting or seat limits
Try Joiin Intelligence free for 14 days. No credit card, no setup fees. Connect your first entity in minutes.
