Joiin Unwrapped
Smarter financial consolidation and reporting.
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Your inside look at our latest Q2 2025 updates and features.
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Joiin Unwrapped #2 Q2 2025
Discover Joiin’s biggest reporting upgrade yet—built to help you consolidate, automate, and analyse financials at scale, whether managing a single entity, a group of entities, or an entire client portfolio.
From new reports and dashboards inspired by real customer needs, to live Joiin data in Excel, AI-driven insights, and expanded integrations with Pennylane and Puzzle, this latest update is packed with powerful tools for finance teams, accountants and bookkeepers alike.
Try it all free for 14 days – no credit card, full access, unlimited reports.
Joiin Unwrapped #2: New Reports, Excel Add-In, AI Insights & More
Joiin Unwrapped #1: What’s New at Joiin?
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New Reports & Dashboards – Designed Around Real Customer Use Cases
We’ve introduced new reports and dashboards shaped by real-world customer feedback. From investor-ready packs to group-level performance summaries, these additions make it easier to get the right insights, faster. Each report is tailored to real use cases, saving time and delivering greater clarity across your financial data.
Excel Add-in – Live Joiin Data in Your Spreadsheets for Flexible Reporting
Work with live Joiin data directly in Excel. Our new Add-In combines the power of Joiin’s consolidated reporting with the flexibility of spreadsheets, ideal for deeper analysis, tailored reports, and custom workflows. We’re gradually rolling this out to our customers. To request early access, contact us to join the waiting list.
AI-Driven FP&A Insights – Instantly Reveal Trends, Outliers, and Performance Metrics
Introducing Joiin Intelligence: AI-powered FP&A insights that surface trends, outliers, and key performance metrics in seconds. Whether you’re monitoring cash flow, spotting anomalies, or tracking growth, our AI helps you focus on what matters instantly.
New Pennylane and Puzzle Integrations – With More Coming Soon
We’ve expanded our integrations to include Pennylane and Puzzle, opening Joiin up to even more users and data sources. These new connections make it easier than ever to consolidate accounts across your favourite platforms with more integrations on the horizon.
Customer-Led Feature Enhancements – Built Based on Direct User Feedback
Many of our latest improvements are driven by our customers. From new customisation options to usability tweaks and report refinements, these enhancements reflect the real needs of finance teams using Joiin every day. Your feedback continues to shape the product.
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Six Key Priorities for Finance Teams in 2025
