Smarter reporting, built around report packs

Across groups, portfolios, and entities

Joiin is built to support single entity and complex group structures, whether you’re reporting across entities, departments, or an investment portfolio. Consolidation, intercompany eliminations, minority interests, and partial ownership are handled within the platform, without the need for parallel spreadsheets or offline adjustments.

For international groups, multi-currency consolidation is built in, with support for different exchange rate types.

This is where Joiin’s Report Packs come in. Consolidated financial statements, dashboards, charts, and written commentary are brought together into a single pack for board, management, or stakeholder reporting.

Once a Report Pack is set up, it becomes something you can rely on each cycle. The emphasis shifts away from getting the numbers to tie and towards how those numbers are presented and explained.

Board-ready packs that tell a joined-up story

Report Packs are templated and can be customised, bringing everything together into a single, structured output that is designed to be presented not decoded. Financial statements sit alongside dashboards, KPIs, commentary, and supporting visuals, making it easy to follow what is happening across the businesses.

Rather than building separate spreadsheets, slide decks, and written commentary, everything lives in one place. Packs can be shaped for different audiences without starting from scratch each time, whether that is a high-level board pack, a more detailed management view, or an investor or lender pack.

How a Joiin templated board pack comes together

A typical board pack in Joiin starts with a clear, high-level overview. This might include a group Profit and Loss or Balance Sheet using a summary layout, alongside a small number of key charts or KPIs that set the context for the period.

From there, the pack can move into more detailed sections. Dashboards and charts can be used to explore performance by entity, department, or metric, with flexible layouts that keep the focus on what matters most.

Narrative sits naturally alongside the numbers. Commentary can be added next to charts or tables to explain what has moved, where attention is needed, and why it matters, rather than leaving readers to work it out for themselves.

Because layouts are reusable, the same structure can be carried forward each cycle with the numbers and commentary updated as the business moves on.

Management and board packs that do not need rebuilding every reporting cycle

Reporting works best when the process is predictable, even if the numbers are not. Once a pack is set up in Joiin, it can be reused and refined over time, rather than rebuilt from scratch each month.

Packs can be shared on a recurring basis, so boards, leadership teams, or external stakeholders receive a consistent view at the right point in the cycle. And even while data is syncing, reports remain accessible, which makes a real difference during tight reporting windows.

Built for the way finance teams actually work

Taken together, these capabilities reflect how many finance teams are already trying to work. Less time stitching things together. Fewer last-minute explanations. More confidence that the pack in front of the board says what it needs to say.

For PE and VC-backed businesses, that might mean reporting that can keep pace as the group grows and changes. For complex or fast-moving organisations, it means having a clear, repeatable way to bring multiple entities into a single view. For CFOs and controllers, it often comes down to something simpler: reporting that feels settled, not rebuilt from scratch every month.

If board and management packs still feel like a manual exercise rather than a dependable process, it’s usually a sign that the reporting tools aren’t doing enough of the heavy lifting. The aim is simple: make reporting feel easier, so finance teams can spend more time working with their reports, not just pulling them together.

If you’re interested in seeing how Joiin can support your reporting and consolidation processes, you can start a 14 day free trial at joiin.co.