Written by Harry Symons, Head of Customer Success
Hosted by Lucien Wynn, Joiin CEO and Co Founder and myself, Harry Symons, Head of Customer Success, this session focused on how AI actually fits into day to day finance work. Here’s a quick look back at the highlights and what we’re building on next.
We had people joining from across the UK and beyond, with a great mix of accountants, finance leads, and multi entity teams. Kyle from Customer Success kept the Q&A flowing in the background, making sure nothing got missed.
To warm things up, Lucien asked everyone which AI tools they already use. The answers painted a clear picture of where finance is heading. Plenty of ChatGPT and Copilot, a few Gemini and Claude users, and lots of experimenting with everything from Excel templates to checking accounting treatments and spotting errors. It set a good tone for the rest of the session. Joiin AI takes on the heavy lifting so you stay fully in control.
What we covered in Session 3: Smarter Insights with Joiin AI
Security first: Lucien and Harry set out how Joiin AI is built on AWS Bedrock. Your data stays inside your Joiin environment, is never used to train third party models, and never leaves your tenant. A simple but important foundation for using AI in finance.
Report summaries and quick analysis: Harry ran a quick P&L and showed how one click generates a clean summary of movements. Ideal when you want a quick sense check before diving deeper.
Report Pack Builder preview: We also previewed the new AI Report Pack Builder. Tell Joiin who the pack is for and what you need, and it builds a structure for you. A very welcome escape from the blank page.
Ask Joiin AI in action: The last demo centred on the in-app chat. Harry showed how you can move from quick queries like “Who are my top five customers?” to more involved checks such as “Flag any unusually coded transactions across my group.”
The second prompt struck a chord. Joiin AI worked across multiple entities, found invoices that didn’t fit the pattern, and took us straight to the transactions behind them. The sort of detail that usually takes far longer to uncover.
Q&A highlights
How deep can Joiin AI go? It can drill right into transactional detail, surface anomalies, show which entity they belong to, and pull up the entries behind them.
Can it build brand new report templates? Right now it works best by assembling and structuring existing reports. Automatically generating completely new templates is something we’re exploring.
What’s next for integrations? Lots of interest in Sage, NetSuite, and Business Central. Lucien confirmed integrations are a major focus for next year, along with new ways to bring data into Joiin, including API import. MCP-powered AI requests are also on the roadmap.
Favourite use case: A small prize went to Nikki, who used Joiin AI to pull together three years of reporting for a bank manager in a fraction of the usual time. Exactly the kind of practical value we love hearing about.
That’s a wrap for Session 3
Session 3 had exactly the kind of energy we enjoy: curious questions, honest feedback, and real world examples. If you’ve started using Joiin AI, keep testing it, keep pushing it, and keep telling us what you want it to do next.
Watch the webinar in full here
What’s next
Session 4 – 3 December: Power Up Reporting with Joiin
We’ll look at using Joiin alongside tools like Zapier, Power BI, and your accounting platforms, plus a closer look at upcoming integration capabilities.
You only need to register once to join any of the sessions, and recordings are shared afterwards.
