Every update we make has the same goal: to help make reporting a little simpler.
This quarter, we’ve introduced AI that can help you get jobs done, live Stripe connections that bring subscription data into your reports, and one-click drill-downs that make it easier to understand the numbers behind your reports. Alongside these headline features, you’ll also find dozens of improvements across dashboards, custom layouts, reporting and everyday workflows.
Take a look below to see what’s new in Joiin, or watch the latest episode of Joiin Unwrapped for a guided walkthrough of the release.
Helping you spend less time reporting
This release focuses on removing friction from everyday reporting.
Whether you’re building board packs, investigating a figure, or consolidating data across multiple entities, the latest improvements are designed to help you get to the answers you need more quickly.
Some of the highlights include:
- AI agents that can complete tasks like creating elimination groups and tidying your chart of accounts
- AI Chat that can build reports and board packs for you
- Live Stripe connections with SaaS KPIs and recurring revenue metrics
- One-click drill-downs from report totals to the underlying transactions
- More flexible dashboards and custom layouts
- Faster workflows throughout Joiin
A closer look at the highlights
AI that does more than answer questions
Joiin AI is taking the next step from helping you understand your data to helping you work with it.
New AI agents can now carry out tasks such as creating elimination groups and organising your chart of accounts, with every change confirmed before it’s applied. You can also ask AI Chat to build reports and board packs, helping you get started in seconds.
Bring Stripe into Joiin
Our new Connections feature opens the door to live business data beyond your accounting platform, starting with Stripe.
Connect one or multiple Stripe accounts to bring subscription data and SaaS KPIs into Joiin, giving you a more complete picture of business performance alongside your financial reporting.
Understand your numbers faster
Ever wondered what makes up a total in a report?
You can now drill down from almost any total to see the underlying transactions in a single click. Filters stay applied, and transaction details open without taking you away from your report, making it much easier to investigate the numbers behind the headlines.
Plenty of improvements across Joiin
This release also includes a wide range of enhancements across custom layouts, dashboards, non-financial data, reporting formats and performance.
Many of these improvements come directly from customer feedback, helping make everyday tasks quicker, clearer and more intuitive.
See everything that’s new
Want to see these updates in action?
Watch the latest episode of Joiin Unwrapped, where Lucien Wynn and Harry Symons walk through the biggest additions and explain the thinking behind them.
Or, if you’d rather explore at your own pace, you can browse the full release notes below for a detailed look at every feature included in this release:
