Joiin Features
Financial Insight (2)
Budgeting
Uses collected data to assist organizations in understanding what they can afford now, and in years to come. This feature was mentioned in 22 Joiin reviews.
Planning
Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. This feature was mentioned in 21 Joiin reviews.
Data (4)
Data Visualization
Based on 24 Joiin reviews. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.
Data Analysis
Scours data for actionable insights. This feature was mentioned in 22 Joiin reviews.
Custom Reporting
Based on 25 Joiin reviews. Allows users to customize their own reports according to business needs.
Reporting Templates
Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions. This feature was mentioned in 25 Joiin reviews.
Status Communication (4)
Collaboration
As reported in 23 Joiin reviews. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.
Version Control
Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance. This feature was mentioned in 23 Joiin reviews.
Real-Time Data Updates
As reported in 24 Joiin reviews. Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.
Scorecards
Displays and shares company performance data to increase transparency across the board. This feature was mentioned in 21 Joiin reviews.
Budget Creation (5)
Data Import
Import trial balance, monthly P&L, balance sheets, and other types of financial data This feature was mentioned in 29 Joiin reviews.
Budget Hierarchies
Define budget structure elements and how they are linked hierarchically This feature was mentioned in 29 Joiin reviews.
Versioning
Keeps track of all versions of a budget and allows users to compare versions This feature was mentioned in 29 Joiin reviews.
Formulas
As reported in 29 Joiin reviews. Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues
Budget Periods
Based on 28 Joiin reviews. Users can customize standard budget periods (3, 9, or 12 months)
Budget Management (3)
Consolidation
Based on 28 Joiin reviews. Consolidate multiple budgets from different departments or business entities
Adjustments
As reported in 28 Joiin reviews. Users with administrative access rights can modify budgets
Workflows
As reported in 28 Joiin reviews. Workflows are used to define the steps required to alter budgets and who needs to approve changes
Forecasting (1)
Forecast Types
Support multiple types of forecasts such as balance sheet and cash flow forecasts This feature was mentioned in 27 Joiin reviews.
Analytics (4)
Forecasts Comparison
Based on 27 Joiin reviews. compare Income Statement, Balance Sheet, and Cash Flow for multiple periods
Variance Analysis
As reported in 15 Joiin reviews. Project out as the year progresses to accommodate trends that affect key business drivers.
Reports
Based on 15 Joiin reviews. Generate cash flow reports in order to see where money is coming in and where it's going
Forecast Comparison
As reported in 15 Joiin reviews. Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods
Data Management (3)
Data Import
Based on 51 Joiin reviews. Financial information can be imported from multiple sources such as spreadsheets, text files, or databases
Data Consolidation
As reported in 52 Joiin reviews. Data from multiple systems can be centralized into a single repository
Data Validation
As reported in 51 Joiin reviews. Financial data can be validated to avoid duplicates and errors
Reporting Structure (3)
Reporting Hierarchy
Administrators can define and manage the reporting structure and access rights to each report This feature was mentioned in 51 Joiin reviews.
Report Templates
Templates that can be used to create new reports without starting from scratch This feature was mentioned in 51 Joiin reviews.
Report Types
Based on 51 Joiin reviews. Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date
Standard Analytics (4)
Standard KPIs
Include most common financial KPIs such as gross and net profit margin, or working capital 51 reviewers of Joiin have provided feedback on this feature.
Standard Reports
As reported in 51 Joiin reviews. Standard financial reports are provided out of the box
Financial Statements
Ability to analyze financial statements such as income statement and balance sheet 52 reviewers of Joiin have provided feedback on this feature.
Drill Down
As reported in 52 Joiin reviews. Users can drill down to the detail level of each transaction or financial entry
Custom Analytics (5)
Dashboards
As reported in 51 Joiin reviews. Dashboards can be customized to display different types of data from various sources
Custom KPIs
Users can modify standard financial KPIs and metrics This feature was mentioned in 51 Joiin reviews.
Custom Reports
Allow users to edit reports and to combine multiple reports This feature was mentioned in 51 Joiin reviews.
Self Service
Based on 48 Joiin reviews. A dedicated portal for external users with limited access to the system
Multiple Entities
Based on 52 Joiin reviews. Monitors the financial performance of multiple entities
Cash Flow Management (1)
Track Cash Flow
As reported in 15 Joiin reviews. Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds.
Cash Flow Forecasting (1)
Forecast Types
Support multiple types of forecasts such as balance sheet and cash flow forecasts This feature was mentioned in 15 Joiin reviews.
Financial Data Transfer (5)
Data Transfer
Automates the transfer of data between an organization's ERP system and its bank This feature was mentioned in 14 Joiin reviews.
Data Exchange
Streamlines the exchange of information between internal systems 14 reviewers of Joiin have provided feedback on this feature.
Reporting
As reported in 14 Joiin reviews. Automatically extracts data required for cash forecasting and liquity reporting
Access
Restricts access to certain users within an organization, or provides access for third parties This feature was mentioned in 14 Joiin reviews.
Integration
As reported in 14 Joiin reviews. Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software
Reconciliation (3)
Consolidation
Based on 49 Joiin reviews. Data from multiple systems can be centralized into a single repository
Management
Financial information can be imported from multiple sources such as spreadsheets, text files, or databases 47 reviewers of Joiin have provided feedback on this feature.
Accounting
Match invoices, payments, and bank statement information This feature was mentioned in 48 Joiin reviews.
Reporting (3)
Report Types
Provide multiple types of reports such as point-in-time snapshot reports, or year over year This feature was mentioned in 46 Joiin reviews.
Standard
Offers standard financial reports out of the box 45 reviewers of Joiin have provided feedback on this feature.
Custom
As reported in 46 Joiin reviews. Allows users to edit reports and to combine multiple reports
Closing Process (3)
Audit
Based on 44 Joiin reviews. Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals.
Journal Entries
Adjusts journal entries in order to have an accurate balance sheet and income statement 44 reviewers of Joiin have provided feedback on this feature.
Distribution
Financial statements and statistical reports (such as KPI) can be assembled into financial packages This feature was mentioned in 43 Joiin reviews.
Financial Planning (2)
Reporting
Reports on departmental KPI metrics measured against targets. 22 reviewers of Joiin have provided feedback on this feature.
Integration
Consolidates planning processes across an organization into a single solution. 21 reviewers of Joiin have provided feedback on this feature.
Agentic AI - FP&A (Financial Planning & Analysis) (1)
Decision Making
As reported in 17 Joiin reviews. Makes informed choices based on available data and objectives
Agentic AI - Budgeting and Forecasting (2)
Natural Language Interaction
Based on 21 Joiin reviews. Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives 21 reviewers of Joiin have provided feedback on this feature.
Agentic AI - Financial Analysis (2)
Cross-system Integration
Based on 34 Joiin reviews. Works across multiple software systems or databases
Decision Making
Makes informed choices based on available data and objectives 35 reviewers of Joiin have provided feedback on this feature.
AI - Financial Close (1)
Analysis
Generates AI-assisted financial reports and provides thorough analytical insights. 35 reviewers of Joiin have provided feedback on this feature.
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