# Joiin Reviews **Vendor:** Joiin **Category:** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) **Average Rating:** 4.7/5.0 **Total Reviews:** 83 ## About Joiin Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting to platforms like QuickBooks, Xero, Sage, and more, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insight. Smarter Financial Reporting Automate management reports, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, multi-currency reporting, and complex group structures without the need for an ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, investors, lenders, or clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, GPT and leading AI platforms with Joiin's MCP. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactions across entities and data sources. Flexible Integrations & Data Access Connect to QuickBooks, Xero, Sage, spreadsheets, and more. Extend reporting into Excel, Power BI, and other tools using Joiin Connect (API) and integrations like Zapier. Transparent, Scalable Pricing All features included on every plan. Unlimited users, no reporting limits, and pricing that scales with your organisation. Security & Governance Enterprise-grade security with encrypted connections, role-based access, audit trails, and strict data controls, ensuring reliable, governed reporting. ## Joiin Pros & Cons **What users like:** - Users find Joiin's **ease of use** invaluable for quick and efficient consolidation reporting and data management. (24 reviews) - Users are pleased with the **ease of reporting consolidation** , finding it simple and efficient for management accounts. (17 reviews) - Users find **reporting efficiency** remarkable with Joiin, enabling quick and easy monthly management account preparation. (17 reviews) - Users commend the **speedy and helpful customer support** of Joiin, ensuring a smooth experience with prompt responses. (14 reviews) - Users commend the **ease of report creation** in Joiin, valuing its user-friendly interface and seamless integration. (14 reviews) - Reporting Quality (12 reviews) - Features (11 reviews) - Financial Reporting (10 reviews) - Efficiency (9 reviews) - Users value the **seamless Xero integration** and quick report customization, enhancing their multi-company reporting experience with Joiin. (9 reviews) **What users dislike:** - Users find Joiin's reporting to be **inefficient** , especially regarding filters, entity changes, and export formatting. (10 reviews) - Users find the **limited chart options** and missing features to restrict functionality and usability in Joiin. (10 reviews) - Users experience **reporting issues** with filtering and formatting, leading to inefficiencies during report generation and export. (10 reviews) - Users note that **limited reporting capabilities** and formatting issues hinder efficient report generation in Joiin. (9 reviews) - Users note some **formatting issues** with reports and exports, requiring additional cleanup before sharing. (5 reviews) - Users feel the **dashboard refresh speed is slow** and seek improvements in feature implementation and forecasting options. (4 reviews) - Users highlight that there are **improvements needed** in refresh speed and additional features for better functionality. (4 reviews) - Limitations (4 reviews) - Implementation Issues (3 reviews) - Manual Input Issues (3 reviews) ## Joiin Reviews ### 1. Excellent Value for Xero Consolidation with Fast, Responsive Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about Joiin?** For the price point that you get with Joiin, this is an excellent product. It allows simple and easy consolidation with Xero, and I have used this at two different companies to great effect. The support team during some billing issues were super fast and responsive. I also really like the management accounts pack builder, and it made it much more professional that the current packs we had been manually making. Overall through Joiin, we have saved around a day per month through automation. **What do you dislike about Joiin?** The issues with Joiin are more around set-up time, requiring you to make sure everything is coded correctly in Xero first. It is also super sensitive to changes, and breaks quite easily if you make changes on the COA. This then requires active management and feel like the intelligence could allow for more advanced notifications, e.g. "you added this account, do you want me to add it to this area in your packs". **What problems is Joiin solving and how is that benefiting you?** Joiin saved us tons of time once it was set-up in running a consolidated management accounts pack. This was the goal, and it achieves it spectacularly well. **Official Response from Kate Baker:** > Hi there, thanks for taking the time to share your feedback, it’s genuinely helpful. You’re right that COA sensitivity is an area we can improve, and the suggestion about notifying you when a new account is added and prompting you to map it is a good one - we've added it to the roadmap. It won't eliminate setup effort entirely, but it should take a lot of the manual monitoring off your plate. If you have any other questions or ideas, you can always reach us at support@joiin.co ### 2. Seamless Consolidation with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jonothon . | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Joiin?** I like how responsive the customer service and dev team are. I have personally requested a few features that are now live on the site. The team takes the time to reach out and understand what I would like to see and why it is important to me. You don't really get that with other apps and services, which is very refreshing. The initial setup of Joiin was very straightforward. **What do you dislike about Joiin?** My main gripe is that you cannot report against budget and forecast. **What problems is Joiin solving and how is that benefiting you?** I use Joiin for company consolidation and reporting, giving me the ability to consolidate accounts. **Official Response from Kate Baker:** > Hi Jonothon, Thank you for the thoughtful feedback, it’s great to hear the setup was smooth and that consolidation is doing what you need it to. We’ll pass your comments on budget and forecast reporting to our product team as they plan future updates. ### 3. Simplifies multiple entities into one tool **Rating:** 4.0/5.0 stars **Reviewed by:** Frankie F. | Lead, Senior Program Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Joiin?** Joiin makes it easy to combine together different projects across multiple entities in one place. Allowing budgets to be shared / split between different department regardless of their location. It has massively improved variance reporting using custom PO reports. The graphics produced are a nice touch and are helpful when explaining concepts to people without financial backgrounds. **What do you dislike about Joiin?** It's pretty well rounded and the team are very good at accepting feedback and constantly improving. **What problems is Joiin solving and how is that benefiting you?** I use Joiin to combine three separate entities in one place, allowing us to manage projects and work packages with a shared budget. **Official Response from Kate Baker:** > Hi Frankie, thanks for taking the time to share this, it’s great to hear Joiin is helping you keep multiple entities and shared budgets aligned, especially when it comes to explaining the numbers more clearly to non finance colleagues. ### 4. An extremely useful tool to produce client management accounts and consolidations from Xero **Rating:** 4.5/5.0 stars **Reviewed by:** Alan M. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** The support and development teams are very responsive to suggestions and development improvements are currently proceeding at a good pace. The software was easy to implement with good documentation. I use the software every month for producing client management accounts from Xero and every 1/2 year for producing consolidated management accounts. **What do you dislike about Joiin?** There is currently no forecasting capability within Joiin. The presentation capabilities with regards to branding are currently not fully there with regards to customising cover sheets. The automatic adjustments with regards to currency translation differences need to be filtered to enable the report to look more presentable. It isn't currently quite as comprehensive with regards to features as, for example, Syft and Futrli but I'm sure that this will be addressed. **What problems is Joiin solving and how is that benefiting you?** It provides a consolidated reporting solution to my clients who operate within the insurance industry and makes the process of consolidation easier than using spreadsheets **Official Response from Kate Baker:** > Hi Alan, Thank you for your thoughtful review - we're delighted to hear that Joiin is supporting your reporting (see what we did there 😉), especially across the insurance sector. Your feedback on forecasting, branding and currency presentation is spot on and already with our product team. We’ve got more improvements lined up as part of the new reporting rollout, so watch this space. We appreciate you recognising our development and our support teams too. Thanks again, The Joiin Team ### 5. Excellent Group-Wide Consolidations **Rating:** 4.5/5.0 stars **Reviewed by:** Randall Q. | Senior Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Joiin?** Consolidations of the entire group's entities. **What do you dislike about Joiin?** There is no cashflow forecast at this moment. **What problems is Joiin solving and how is that benefiting you?** The overview financials for the group. **Official Response from Kate Baker:** > Hi Randall, Thanks for sharing this, we’re pleased Joiin is giving you a clear group overview and making consolidation straightforward. We’ll pass your feedback on cashflow forecasting to our product team as they look at future developments. ### 6. Long time Joiin user thouroughly impressed with ongoing development/time savings in mth end reports **Rating:** 5.0/5.0 stars **Reviewed by:** JULIE B. | Accountant and Business Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Joiin?** A user since 2018. Impressed with their willingness to improve their offering, and have watched their journey thus far. Joiin has saved me hours in my month-end consolidation process from Xero. Features versatile reporting options including budget and periodical comparisons, consolidated accounts payable/receivable reports and drill down to GL transactions. It also breaks reports down to Xero tracking options, which is a great feature. Very excited for their next chapter incorporating AI, Dashboards & personlized report packs to lift the professionalism of my month-end reporting. Would strongly recommend to accounting professionals and businesses. **What do you dislike about Joiin?** No items to mention as I have been very happy with the product. **What problems is Joiin solving and how is that benefiting you?** I have 10 organisations in Xero and was spending hours preparing consolidated accounts. Joiin automatically updates from Xero and provides a very flexible reporting method that i can tailor to my reporting requirements. Consolidated Accounts Payable and Receivable functionality provides a better overall monitoring functionality, rather than going through each xero organisation and combining. **Official Response from Kate Baker:** > Hi Julie, Thanks so much for your review - and for sticking with us since 2018! We're glad to hear Joiin’s saving you time and helping with your reporting. Excited to share what’s next - watch this space. ### 7. Efficient Consolidation Tool for Multi-Entity Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Roger Y. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2025 **What do you like best about Joiin?** We use it extensively because we have a holding company that 100% owns our trading company, meaning two sets of books. Joiin lets us do consolidated reporting and split reporting for the board and for shareholders. We previously had to do it in spreadsheets and it took forever to report. The ease of setup, seamless integration with Xero, and the ability to customise reports have saved us countless hours each month. The support team is responsive, and the pricing is very affordable for startups like ours. **What do you dislike about Joiin?** Overall, nothing major, but room for more polished features would make it even better, such as further customising branded reports, drawing a vertical line separator between company #1 numbers, company #2 numbers, total numbers to improve readability etc. **What problems is Joiin solving and how is that benefiting you?** Joiin solves the hassle of manual financial consolidation across multiple entities, which we previously handled via cumbersome spreadsheets that were error-prone and time-intensive. By automating data syncing from Xero and enabling real-time consolidated and split reports, it saves us hours each month, reduces errors, and allows faster delivery of accurate insights to our board and shareholders. This has improved our efficiency, decision-making, and overall financial oversight. **Official Response from Kate Baker:** > Hi Roger, Thank you for the thoughtful feedback - we’re pleased to hear Joiin is saving you time and helping with board and shareholder reporting. We appreciate the note on formatting too, your suggestions have been passed on to our product team. ### 8. Just wish I'd had known about Joiin before... **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan R. | Finance Director, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Joiin literally does all the hard (and medium!) work for you - it almost literally could not be easier and more intuitive to use. it integrates immediately and seamlessly - you can even log into it using your ERP credentials (I use my Xero login). Its functionality in terms of customisation of consolidations and reporting is incredibly powerful. I am working in a business that has just 2 entities, but they are very different and so using Joiin is invaluable... in previous lives I had more than 10 entities so Joiin would have saved hundreds or even thousands of hours, so I wish i had known about it sooner! One other note - customer success at Joiin are extremely proactive and helpful. Absolute pleasure to work with. **What do you dislike about Joiin?** There are a couple of minor quirks - for example, when I design a custom report (e.g. a P&L) and save it for use in a management report, it works fine - but if I then go back into the report and use it on an ad hoc basis for other purposes, it does not always revert to the original layout and settings as used in the management report. I plan to raise this with Joiin (and no doubt they will fix / amend the functionality in short order. I'm being picky and nothing is perfect, and the above is literally the only thing I have found that I would change. **What problems is Joiin solving and how is that benefiting you?** The ability to do easy, flexible management reporting (backward looking) and also look forward at budgeted performance - all under one easy roof **Official Response from Kate Baker:** > Hi Jonathan, Thanks for the thoughtful review, and for the kind words about the team. Delighted to hear how much Joiin is helping with your current setup. We appreciate the note on custom report layouts not reverting - definitely worth raising, and we’ll make sure it’s looked into. Thanks again for sharing. ### 9. if you want to simplify consolidation....Joiin IS the answer! **Rating:** 5.0/5.0 stars **Reviewed by:** Elliot C. | Group Practice Director, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Joiin is user friendly, super effective, saves time and effort and is exactly the product we were looking for. Seamless links to our source financial programs like Xero and QuickBooks make it a simple exercise to bring this all together from monthly management information packs. The flexibility of Joiin also means we can amend reports to the layouts we specifically use so this can match our financial modelling perfectly. initial setup is simple and we were ready to go within 10 minutes which compared to our previous consolidation processes saved literally , hours. It integrates with all of the main apps within minutes. The customer service team are quick, very responsive and able to to assist with any issues so it is great to know you have this in the background. We use joiin every month and it forms the biggest part of our Monthly MI reporting now. The choice of time periods, data presentation and options for the reports mean we can always find a solution and a suitable report style to show KPIs, P&L, BS and Cashflow as we need to. **What do you dislike about Joiin?** Really had to think long and hard about dislikes and rather than a dislike I think, one are for improvement would be around the budgeting features and in particular the inclusion of revised forecasting or flexed budgets would take it to the next level. **What problems is Joiin solving and how is that benefiting you?** joiin is saving hours of time in bringing together all monthly reporting requirements. It is allowing us to see vital company data in a format that is easy to analyse and explain to other board members. **Official Response from Kate Baker:** > Hi Elliot, Thanks for such a considered review - it’s great to hear how much time Joiin is saving you each month and how well it fits into your MI process. Also appreciate the note on budgeting and forecasting, we've passed it on to our product team. ### 10. Loving the JOIIN tool **Rating:** 4.5/5.0 stars **Reviewed by:** William S. | Finance Director, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** I primarily use JOIIN to consolidate accounting data from Xero, but its reporting functionality is truly impressive. It gives me a single platform to view information across all our companies, which is especially useful when preparing high-level commentary while still being able to drill down into the underlying details — all the way down to individual transactions. **What do you dislike about Joiin?** JOIIN does a great job of eliminating intercompany transactions. However, I have a specific use case where it would be extremely helpful to make a manual adjustment. In this case, during consolidation, I need to remove a transaction from only one company—not both sides. I haven't been able to figure out how to do this on JOIIN **What problems is Joiin solving and how is that benefiting you?** Xero accounting software doesn't have a functionality to consolidate multiple companies. JOIIN allows a single platform to view consolidated info across all companies and still drill down into detail in a very user friendly manner. **Official Response from Kate Baker:** > Hi William, Thanks for the detailed feedback - great to hear you're finding value in both the big picture and the transaction-level detail Joiin offers. Feel free to drop us a note at hello@joiin.co or the in-app chat so we can look at how best to help with your transaction query. ### 11. Effortless Financial Compiling with Real-Time Updates **Rating:** 4.5/5.0 stars **Reviewed by:** Joe K. **Reviewed Date:** November 18, 2025 **What do you like best about Joiin?** I find Joiin to be incredibly user-friendly and simple to navigate, which significantly enhances my experience while compiling financials. Its capability to compile financials for multiple entities is a major asset, providing a comprehensive overview necessary for making well-informed financial decisions. I especially appreciate the real-time updates feature, which keeps information current and helps in assessing the financial health of various entities instantly. The integration with QuickBooks Online is seamless, allowing for an efficient and streamlined workflow between the two platforms. The initial setup was very easy, further emphasizing the product's focus on user convenience. **What do you dislike about Joiin?** NA **What problems is Joiin solving and how is that benefiting you?** I use Joiin to compile financials for multiple entities effortlessly, appreciating its ease of use and real-time updates that provide a comprehensive view of financial health, aiding in decision-making. ### 12. Brilliant tool to consolidate accounts in a group **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha G. | Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Links easily to Xero to enable me to produce consolidated accounts for 2 companies within our group. I am still learning how to create our reports based on the basic templates. The AI function looks good and I have managed to produce a draft set of management accounts for approval with our directors. Once approved, I will be able to share the presentation monthly to all required parties **What do you dislike about Joiin?** The presentation of the reports could do with formatting so that the results are clearer to read ie. column/row lines. Not easy to set up the front cover, options a bit limited **What problems is Joiin solving and how is that benefiting you?** I am able to compile a set of management accounts which show both companies in the group as well as the total of both. Eventually, I won't need to do this manually once I have set the reports up to suit our directors needs. **Official Response from Kate Baker:** > Hi Samantha, Thanks for your review. It’s great to hear how you’re getting on with Joiin and that you're already producing draft reports for the board. Sharing monthly presentations is exactly the kind of time-saver we aim for. Appreciate your comments on formatting and the front cover too - please do get in touch with customer support - we're currently rolling out the new reporting experience which would really help with your query. ### 13. Great solution to a difficult problem... **Rating:** 5.0/5.0 stars **Reviewed by:** Casey C. | Director of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Joiin?** Joiin does what our accounting department was unable to do after years of trying - consolidated reporting updated to the minute. If you are tired of having to create genius-level spreadsheets to show what's happening in your company, let Joiin do the work for you and look brilliant to your bosses. Really like the simple reporting, easy to use features, and ease of which I was able to pull everything up with no need for a bunch of tutorials or videos to figure everything out. **What do you dislike about Joiin?** Sometimes refreshing the Xero link takes a while. I've had some difficulty customizing the reports (but could be user error). **What problems is Joiin solving and how is that benefiting you?** We have multiple currencies and accounts in multiple Xero profiles. Joiin is helping us to consolidate a lot of data very easily. **Official Response from Kate Baker:** > Hi Casey, Thanks for sharing such thoughtful feedback. We’re really pleased Joiin’s made life easier and it's great to hear setup was a breeze too. We’ve passed your thoughts on customisation and refresh times to the product team. If you want to discuss reports and customisation, our support team is here to help. ### 14. Great for Easy Consolidations From Xero **Rating:** 4.0/5.0 stars **Reviewed by:** Lucy H. | Finance Director, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** I can see multiple companies' results simultaneously, translated at custom FX rates. This makes reviewing things like variances to budget much quicker. It was very easy to set up and link to Xero and the live chat feature is great for any queries or suggested improvements. **What do you dislike about Joiin?** There are a few features missing that we would like to see, such as running account transaction reports for multiple accounts at once. This has been fed back and hopefully will be implemented soon. **What problems is Joiin solving and how is that benefiting you?** We no longer have to run reports multiple times in Xero for each entity which saves us a significant amount of time. The ability to drill down into the numbers makes it so much easier to identify anomalies or reasons for variances. **Official Response from Kate Baker:** > Hi Lucy, Thanks for the detailed feedback - really pleased to hear Joiin is saving you time and helping make variance analysis easier. We’ve noted your suggestion around multi-account transaction reports and passed it to the product team. Always good to hear what would make things even better. ### 15. A great tool that continues to get better **Rating:** 4.5/5.0 stars **Reviewed by:** James L. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** At the core, the ability to map and consolidate multiple company accounts - from different platforms - is brilliant. I have two companies on Xero and one that I need to upload manually. Joiin saves me a ton of effort and once I get the reporting deck where I want it, producing future updated versions is almost automatic. I really like the platform. **What do you dislike about Joiin?** It can be a bit cumbersome at times to get things set up and working as you want to - a few too many mouse clicks and repetitive actions here and there. But the team seem to be putting in a lot of effort to continually improve the platform and are very responsive to questions and suggestions. **What problems is Joiin solving and how is that benefiting you?** Easily connecting accounts from multiple source types. **Official Response from Kate Baker:** > Hi James, Thanks for the detailed review - delighted to hear that Joiin is saving you time and streamlining your reporting. We appreciate the feedback on setup and appreciate you sticking with it. Great to hear our team has been responsive and helpful. ### 16. Intuitive and a real time saver **Rating:** 5.0/5.0 stars **Reviewed by:** James H. | Group Financial Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2025 **What do you like best about Joiin?** When we started using join it revolutionised how we manage our group reporting, saving a material amount of time across the team. It is very user friendly and I love how they are constantly improving the product. **What do you dislike about Joiin?** The actual reporting/presentation functionality is not where we need it to be so we still export the data to a Google sheet to finalise our management accounts. However, I understand features are being rolled out in the immediate future that may change this. **What problems is Joiin solving and how is that benefiting you?** We have multiple Xero entities, but do not require a full scale ERP at this stage. Joiin bridges this gap perfectly for us, offering the perfect blend of functionality and value for money. **Official Response from Kate Baker:** > Hi James, Thanks for sharing this. It’s great to hear how much Joiin has transformed your group reporting and saved time across the team. We hear you on the presentation side too - our new reporting features are rolling out right now, so watch this space. ### 17. Powerful and Affordable Multi‑Currency Reporting Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Michael R. | Head of Financial Control, Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** Incredibly user-friendly: Switching from a competitor was seamless, Joiin’s interface is intuitive and speedy to learn. Great value: Offers full features (custom reports, reporting packs, multi-entity consolidation) at a fraction of the price of competitors. Custom FX rates per account code: Fantastic level of control for translating equity at historical rates, especially helpful for IFRS compliance. Flexible custom reports and packs: Easily build and save bespoke layouts, group formulas, charts and templates across reports. **What do you dislike about Joiin?** Nothing, the app is great and the team are adding new features all the time. **What problems is Joiin solving and how is that benefiting you?** The ability to view financials on a consolidated basis from Xero incliuJoiin solves the major limitation of Xero’s lack of multi-entity consolidation by enabling seamless group-level reporting across multiple entities. It allows you to view consolidated financials including P&L, balance sheet, and cash flow with the ability to drill down to transactional level for full transparency. Custom FX rates per account code make it easy to translate equity at historical rates, and the platform handles multi-currency complexities automatically. With custom reports and automated report packs, Joiin eliminates the need for manual spreadsheets, saving time, reducing errors, and streamlining financial reporting across the board. **Official Response from Kate Baker:** > Hi Michael, Thank you so much for this detailed review - it’s brilliant to hear how Joiin is working for you. We’re especially glad you’ve found the switch seamless, and that features like custom FX rates and multi-entity consolidation are helping with IFRS compliance and visibility across your group. You’re absolutely right, Xero has its limits on consolidation, so it’s great to know we’re filling that gap in a way that works for your business. With our new reporting experience now rolling out, there’s even more on the way. Thanks again for the kind words, we’ve shared your feedback with the team. The Joiin Team ### 18. Cut my time spent on compiling spreadsheets for reporting down by hours! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** As a company with multiple entities, using Xero accounting software, the ease of being able to compose consolidated management account information to a template which I can alter to suit our needs is a huge bonus. The customer support has been speedy and useful with great response times. I was really impressed with how quickly I could start generating reports from signing up without a lengthy implementation schedule (and hefty price tag to go with it!). **What do you dislike about Joiin?** I have not yet played around with the new reporting pack formats but I found that the presentation of the reports when converting in to a PDF pack was lacking. I did not like that each report did not have a title and it would be great to be able to add text box notes. Also, the chart feature was not great when printed. My MD prefers a paper copy of his reports and the charts would not print out with enough information so that he could decipher what "piece of the pie" was relevant to the related information. **What problems is Joiin solving and how is that benefiting you?** Accounting errors are easier to spot when looking at the reports and toggling the reporting criteria to show more periods. **Official Response from Kate Baker:** > Thank you for the thoughtful review, it’s great to hear how quickly you were able to get up and running with Joiin, and that you’ve found consolidation and report customisation useful across your Xero entities. You're not alone in wanting better presentation for printed reports - our new reporting experience is currently rolling out and includes much-improved PDF formatting, titles, layout options and more. We’re also looking into more flexible note and chart features - We've passed your feedback on this to the product team. Thanks again for sharing. It’s always appreciated. The Joiin Team ### 19. Time saver I’ve been searching for **Rating:** 5.0/5.0 stars **Reviewed by:** Sam P. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Join has changed the way we consolidate our Corporate Accounts. I’ve searched for years hoping to find an application that could do this & now it saves me hours every week! **What do you dislike about Joiin?** Joiin has developed over the years I’ve been using it. I only wish they could create more innovative , time savings apps that are as good as this one! **What problems is Joiin solving and how is that benefiting you?** With a 23 (& growing) corporate structure , Joiin has meant that we are able to stick with our accounting software provider & not upgrade to a cost prohibitive , overly complex ERP system. Consolidating 2 companies or 23+, Joiin does it easily… allowing my team to spend more time analysing & utilising the numbers to add value! **Official Response from Kate Baker:** > Hi Sam, Thanks for sharing this - it’s great to hear how much time Joiin is saving you each week, we appreciate the feedback. ### 20. Excellence Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** August 07, 2025 **What do you like best about Joiin?** We Love the ability to pull the data from Xero and create customer reports that can be shared with the management team and the shareholders easily. Once the reports have been setup, all we have to do is change the date and we've got the latest monthly report in just a few seconds. The customer support is also excellence - fast response and knowledgeable. They have been a great help whenever we have needed assistance. **What do you dislike about Joiin?** There are only 3 chart types available, which feels a bit limited. It will be great to have more options. **What problems is Joiin solving and how is that benefiting you?** Time saving - Joiin can automatically pull financial data from Xero, so that we don't have to spend hours messing around in excel to build the management reports. It's saved us loads of manual work each month and it also syncs directly with Xero daily, the information is always accurate and up to date. **Official Response from Kate Baker:** > Thank you for your feedback. Great to hear Joiin's saving you time and helping you share reports with your team and shareholders. We’ve noted your suggestion on chart types - with our new reporting experience rolling out, there’s more flexibility on the way so watch this space. Really appreciate you taking the time to share. The Joiin Team ### 21. Everyone doing multi entity accounting should know about this gem **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah C. | Senior Finance Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Ease of implementation, customer support, reliable integration, ability to brand reports with corporate logo and colour palette **What do you dislike about Joiin?** The only thing I would like to be able to do which we can't currently, is to add external documents to reports such as images, excel spreadsheets and pdfs **What problems is Joiin solving and how is that benefiting you?** We are a multi entity, multi currency business. We had been in a position where we had a choice of either extremely expensive accounts software or relying on complex excel spreadsheets in order to do our consolidated accounting. We wanted to move to Xero accounts but they did not offer a consolidation module. We came across Joiin whilst looking at our consolidation options for Xero and it seemed too good to be true. A powerful consolidation tool, with easy integration for a reasonable price. Practically unheard of. We began using Joiin in 2024, in all honestly with some scepticism about how much of a difference it would make to us. We were not prepared for the change this software has made to our management accounting. The integration was seamless and done in a matter of hours. We completed integration and were knocking out professional looking, accurate management report packs the same day. The support team have taken on board every suggestion we have made and even in 18 months, the upgrades are unbelievable. Joiin are constantly developing and improving. The webinars are excellent and the customer service is top notch. I only wish we had come across it sooner. **Official Response from Kate Baker:** > Hi Sarah, Thanks so much for this - what a brilliant review. It means a lot to hear how transformative Joiin has been for your team. We especially appreciate the note about adding external documents to reports. It’s something we’re actively exploring, so watch this space with the rollout of our new reporting experience. ### 22. Saved us time and money **Rating:** 4.0/5.0 stars **Reviewed by:** Damien P. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Allows consolidation and elimination adjustments to be tested in a management tool before being mapped to statutory software. better pricing than the next best alternative (Konsolidator) **What do you dislike about Joiin?** Main issue was the buggy API from Xero, not Joiin's fault, Xero do not maintain their external APIs to accommodate new Xero features elsewhere on the platform - our issue was that we were running short and long accounting periods, this would not work in the mapping to Joiin so we had to take reports out of Joiin and make spreadsheet adjustments. Still, this was more efficient than doing the entire thing in a spreadsheet to start with! **What problems is Joiin solving and how is that benefiting you?** allowing us to test eliminations before stat consol **Official Response from Kate Baker:** > Hi Damien, Thank you for leaving a review. We're glad to hear Joiin has helped you simplify consolidations and test adjustments before finalising statutory reports. Great to know it's proving more efficient than the spreadsheet approach. ### 23. Best app for running reports for various business locations with separate QB Files in one place. **Rating:** 5.0/5.0 stars **Reviewed by:** Jose M. | CPA Tax Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** This tool has been essential for my restaurant client with 4 locations that wants to see reports for all four locations in one place. Easy to use, you just get the connection started with all the QB files and you never have to connect anything again. Syncing of information happens really fast too so you know the reports you are running are up to date. **What do you dislike about Joiin?** I would like the reports to resemble exactly what is in QB when it comes to subaccounts. Everything else is great! **What problems is Joiin solving and how is that benefiting you?** Makes it easy for my clients to see all of their KPIs for their various locations all in one place. **Official Response from Kate Baker:** > Hi Jose, Thanks for sharing. Great to hear Joiin's working well for multi-location reporting. We appreciate the note on subaccounts matching QuickBooks more closely. We’ll make sure your suggestion is passed on to our product team. ### 24. Essential product to bring our Xero consolidation together **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** We use a large number of Xero entities, which works well for us only because of products like Joiin that help add all of the extra features we need. Joiin's consolidation is super easy to use and quick to generate our reporting templates each month. **What do you dislike about Joiin?** Very minor, but we utilise tracking categories in Xero, and in some instances of Joiin reporting it appears that we either have to choose between filtering by tracking category or by another filter (e.g. we can't do both). (But this may just be user error). If I'm also amending the data by entity in one of my reports, I need to go into each entity to make the change and cannot make a blanket change (e.g. changing all reports to be 36 months instead of 24 months). **What problems is Joiin solving and how is that benefiting you?** Consolidation at month end **Official Response from Kate Baker:** > Thanks for your feedback. We're delighted to hear that Joiin’s helping make your month-end easier and faster. Appreciate you flagging the points around filtering and entity-wide changes - these have been passed to our product team for review. The Joiin Team ### 25. Could be a convenient game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Dermot W. | Management Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** Very good for consolidating but requires some setting up. The reports are easily adjusted Customer support has been excellent every time i have had to deal with them which is minimal **What do you dislike about Joiin?** Whenever there is a new nominal i have to change the report layout. what would be good is for Joiin to suggest there is a new nominal where in the report would you like it to go. Currently pulling the data from qbo takes 5 minutes minimum to pull through to Joiin would be nice to live data. **What problems is Joiin solving and how is that benefiting you?** Quick Consolidation **Official Response from Kate Baker:** > Hi Dermot, Thanks for the thoughtful review. We're really pleased to hear Joiin has helped speed up your consolidation process and that support has been on hand when you've needed it. Your suggestions around nominals and live data are helpful. We've shared them with our product team who are always looking for ways to improve the experience. The Joiin Team ### 26. Joiin is Excellent with Xero **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Joiin is great interface for the Xero accounting system, in particular when you have multiple companies in different currencies. The reports are easy to setup and run, and great for running historical data also. The AI tools are getting much better and starting to become very useful. Also I have not used the customer service very often which speaks volumes about how goo Joiin is, but when I have its been quick to resolve/address my issues. **What do you dislike about Joiin?** To be honest no real dislikes, I guess if anything the refresh between Joiin and Xero for companies attached can be slow, especially whe they have lots of data, to be expected I guess! **What problems is Joiin solving and how is that benefiting you?** Without Joiin, the month end reporting would take a huge amount of time, as we are a company with multiple companies in different currencies **Official Response from Kate Baker:** > Thanks for the thoughtful feedback, great to hear that Joiin is helping simplify month-end across your multi-currency group. Appreciate the note on refresh times too, especially with larger datasets. We'll keep working to improve that. ### 27. Great product with excellent support **Rating:** 5.0/5.0 stars **Reviewed by:** Steve K. | Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2025 **What do you like best about Joiin?** We have been using Joiin for 2 years, it’s an excellent way to consolidate and streamline reporting for multiple companies. The report customisation is easy to use, the ability to process adjusting journals is useful and it’s easy to load multiple budgets and forecasts onto Joiin. It’s an excellent product and Harry and his team are always very responsive if you need support. **What do you dislike about Joiin?** No complaints, this product provides excellent reporting at a reasonable price. **What problems is Joiin solving and how is that benefiting you?** Consolidation of databases in different currencies is performed seamlessly, and budget and forecast data can be easily and quickly imported. **Official Response from Kate Baker:** > Hi Steve, we’re thrilled you’ve found it so straightforward to consolidate multiple companies and handle different currencies. Harry and the team are always here if you need us - thanks for sharing your experience over the last two years! ### 28. An absolutely brilliant system ! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicola M. | Financial Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** When my company acquired a competitor manually consolidating the accounts became a nightmare. Joiin made it simple to do this for both the P&L and the balance sheet. It took a bit of time to configure when implementing once that was completed its been brilliant! I had issues with one of my companies taking a long time to refresh, customer service managed to resolve this within 24 hours. The system is used extensively at month end and during audit. **What do you dislike about Joiin?** the only real change I would like is the ability move the GL codes into a different order than numerical **What problems is Joiin solving and how is that benefiting you?** both month end and year end consolidations and the ability to manipulate the data easily eg by month / by year and in different company combinations **Official Response from Kate Baker:** > Hi Nicola, Thanks for sharing your experience. We’re delighted to hear that Joiin is helping during month-end and audit time. Also appreciate the feedback on GL code ordering, we’ll definitely feed that back to the product team. ### 29. Excellent time-saving consolidation app **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** Ability to eliminate accounts across the group, add new companies easily, re-fresh data in real time and alter report layouts as needed. **What do you dislike about Joiin?** One very minor point - I recently stopped using Xero for a company that has become dormant but that means you have to manually key in historical Xero info into Joinn as Joiin is no longer picking up the historical info from the Xero connection. I needed to do this so that I have prior year info in Joiin for comparison purposes. It would be great if before halting a connection with Xero, there was a way to save historical info that wasn't going to change going forward. **What problems is Joiin solving and how is that benefiting you?** No messy excel consolidation worksheet **Official Response from Kate Baker:** > Thanks for sharing your thoughts. We’re glad Joiin’s flexibility and consolidation features are making things easier on your end. That’s a helpful point about retaining historical data when a connection ends, we’ve passed it on to the product team. Thank you for taking the time to leave a review. The Joiin Team ### 30. Joiin has been a massive time saver, that's constantly getting better **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** We have 9 companies to consolidate. Without the right tools in place, this is a massive chore each month. To that end, Joiin has been a huge help with reporting and helping us with financial reviews. I use it daily. At the click of a button and a few seconds time, we have up-to-date, consolidated financial statements, A/R, A/P.... Setting up custom layouts and dashboards is intuitive, as is the rest of the service. One major kudos I can give, is that the team really listens and understands what customers need - the service has been constantly improving and adding useful functionality since we jumped on almost two years ago. The last big plus is price point is great considering the functionality and commitment to constant improvements by the team at Joiin. **What do you dislike about Joiin?** All minor gripes. Report packs, while a great feature and have improved over time, are a bit limiting as far as layout, exports formatting, etc. We export to excel quite a bit and those files usually need a good bit of cleanup with formatting and such to be ready for sharing. **What problems is Joiin solving and how is that benefiting you?** Consolidation of 9 companies is a massive benefit - the ability to set up a financial statements in a custom format and have all companies consolidated is a great feature. We also use it to streamline our A/R reports, where we can pull detailed data from Joiin rather than 8-9 different instances of QBO. **Official Response from Kate Baker:** > Thank you for the thoughtful review - and for being with us for nearly two years. Consolidating nine companies is no small task, so we’re pleased Joiin is making life easier for you day-to-day. It’s also great to hear you’re finding value in the custom layouts and dashboards. We’ve passed your feedback on report pack formatting to the product team, and with our new reporting experience now rolling out, we hope these limitations will be a thing of the past. Thanks again for your ongoing support, The Joiin Team ### 31. Joiin is the best consolidation tool out there for multi-entity organizations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2025 **What do you like best about Joiin?** Responsive support when needed. Simple to implement. Easy to learn. Performs as advertised. Easy to integrate with new companies as we grow **What do you dislike about Joiin?** While I love the idea of the newer vendor reports, they rely on bills being entered so misses credit card charges or checks written without bills generated. **What problems is Joiin solving and how is that benefiting you?** With over 100 different QuickBooks accounts for our regional locations, each with their own chart of accounts, Joiin has reduced the time to complete our tax filings by streamlining the consolidation process. The mapping is simple and easy to identify when new accounts are created by the field. Originally brought on as a tool for our National Office, our regional leadership is clamoring for the insights and visibility this kind of reporting can offer. The support team has been outstanding in their responsiveness and has listened when feedback was given in the year we've been customers. I've tried other platforms and nothing is as simple as Joiin for non-technical end users. Truly click of a button reporting with consistent results. I'm excited to see where Joiin is headed and look forward to growing with them. **Official Response from Kate Baker:** > Thank you for the kind words, we're so pleased Joiin is helping simplify things across your QuickBooks accounts. Great to hear it's proving useful for both your national and regional teams. Thanks too for your comments on vendor reporting - we appreciate the feedback and will pass it on to our product team. ### 32. Huge Time Saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Lewis T. | Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2025 **What do you like best about Joiin?** The best thing about Joiin for us is the ease of which we can consolidate our accounts. We have 20 entities of which we report on so the time saving here in comparison to manually doing this is so helpful. **What do you dislike about Joiin?** We do not have any issues with Joiin, anytime we make a feature request a lot of them get actioned. **What problems is Joiin solving and how is that benefiting you?** We are able to consolidate much quicker We do not have to manually exclude inter company accounts since we can use various different elimination sets **Official Response from Kate Baker:** > Hi Lewis, Thanks for the feedback, we're really pleased to hear Joiin is saving you time and that the elimination sets are making intercompany exclusions easier to manage. We appreciate your continued input on new features too - we're always open to suggestions! ### 33. Amazing for multi company reporting and customisation **Rating:** 5.0/5.0 stars **Reviewed by:** Bruce d. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about Joiin?** Reporting on data across multiple companies in one report. Report customisation especially the grouping of nominal codes (across several companies) together and then performing calculations on these groups if required. **What do you dislike about Joiin?** There is nothing I dislike about Joiin as it does everything I need. **What problems is Joiin solving and how is that benefiting you?** I needed to report across all my companies in one report and to be able to customise that report and Joiin does this perfectly. **Official Response from Kate Baker:** > Hi Bruce, thanks for sharing - it sounds like you're making the most of Joiin's custom reporting features. Great to hear it's working well for you. ### 34. Excellent Consolidating Software **Rating:** 4.0/5.0 stars **Reviewed by:** Aldrin B. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** I love the ability that it has to connect directly into Xero and being able to combine information by a click-of-a-button approach. Previously I would have to do this manually, outside of the software. **What do you dislike about Joiin?** Worst case, it takes a couple of minutes to update the feed, once the changes have been made in Xero. **What problems is Joiin solving and how is that benefiting you?** I am able to combine multiple companies accounts into one consolidated set of accounts. **Official Response from Kate Baker:** > Hi Aldrin, It's great to hear that Joiin has made things simpler. And thanks for the note on feed updates - we’ll keep working to make that refresh feel even faster. ### 35. Game-Changer in reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2025 **What do you like best about Joiin?** Joiin has been a real relief for my consolidation process, fully in line with Xero, allowing me to check my reports grouped by multiple criteria. This has saved me many hours. The implementation is so easy, and if you have any issue the customer support is always available. **What do you dislike about Joiin?** So far, I like everything. I would like to have some additional capabilities that I have already suggested. I am sure Joiin will eventually release some of them. **What problems is Joiin solving and how is that benefiting you?** The first outcome using Joiin, is to have reduced the number of hours dedicated to consolidating the financial statements of 4 entities. **Official Response from Kate Baker:** > Thanks for the thoughtful feedback. We're pleased to hear Joiin is making your consolidation process easier and saving you time. Glad to hear your suggestions are already with our team - feel free to get in touch with us for an update. ### 36. Multi-entity Consolidations Simplified **Rating:** 5.0/5.0 stars **Reviewed by:** Courage M. | Accounts Clerk, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** Generating Consolidated reports and the ability to clear out intercompany eliminations seamlessly. Support is very efficient and product update requests are usually fulfilled fast. **What do you dislike about Joiin?** More of a request than a dislike, I would like to see more AFS capabilities. **What problems is Joiin solving and how is that benefiting you?** Seamless integration with Accounting software and allowing for an easy view of multi-entity reports. Allows eliminations of intercompany balances. **Official Response from Kate Baker:** > Hi Courage, Thank you for the kind words - great to hear that consolidations and eliminations are running smoothly for you. We’ve shared your feedback on AFS capabilities with the product team, and as always, we’re working to evolve Joiin in line with what you need. With the new reporting experience rolling out, we hope to bring you even more flexibility very soon. Thanks again, The Joiin Team ### 37. Powerful but easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Roland P. | Group Chief Financial Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2024 **What do you like best about Joiin?** The integration with Xero is seamless. The standard reports are very useful, but customised reports are quick and easy to create and edit **What do you dislike about Joiin?** The adjustment functionality could be improved **What problems is Joiin solving and how is that benefiting you?** Creating monthly reports in Excel is flexible, but requires constant review and maintenance. Joiin simplifies that process, speeding up reporting and helping to make better decisions. **Official Response from Kate Baker:** > Hi Roland, great to hear Joiin’s making your reporting faster - we're glad the integration and customisation are working well for you. We appreciate your thoughts on improving adjustments and will keep it in mind as we develop further. ### 38. Joiin makes for easy reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** love the consolidation of all our companies on Xero. Easy reporting and manage all the data in one place. I use the function almost daily to maximise work streams. I have shared with many staff in my company and they are happy with the reports they can produce. **What do you dislike about Joiin?** It always has new updated reporting and features, its hard to keep up and know what will benefit us as a company so sometimes miss new reporting or added streams. **What problems is Joiin solving and how is that benefiting you?** consolidating many companies on Xero reports of all data in one place ease of use integration up to date **Official Response from Kate Baker:** > Thanks for the thoughtful review. We're so pleased to hear that Joiin is helping you streamline your reporting and support wider teams across the business. We hear you on the challenge of keeping up with new features - if you'd ever like a quick walk-through of what’s new and what could benefit your setup, just drop us a line and we'd be happy to take you through it. ### 39. Hours of time saved each month through automated consolidation & reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Ben J. | Finance Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Easy to use system which makes makes group reporting from Xero more accurate and less time consuming. The set up time was less than 5 minutes due to the seamless integration with Xero. **What do you dislike about Joiin?** Only that it should be a built in feature included in Xero **What problems is Joiin solving and how is that benefiting you?** Consolidation, group reporting and aged debtor/ creditor reports on a group basis. **Official Response from Kate Baker:** > Hi Ben, Thanks for the kind words - we’re glad to hear setup was quick and that Joiin's making group reporting easier and more accurate for you! Thank you for leaving a review. ### 40. Joiin Capabilities **Rating:** 5.0/5.0 stars **Reviewed by:** Lyra T. | Finance and Admin Execuitve, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2025 **What do you like best about Joiin?** We use heavily for management reporting, and it's been time-saver. The drill-down capabilities are strong, making it easy to get from top-level numbers to the details. It integrates seamlessly with Xero and makes multi-entity consolidation simple and reliable. **What do you dislike about Joiin?** None as Joiin has been a great help to us. **What problems is Joiin solving and how is that benefiting you?** Ease of work and providing valuable data. **Official Response from Kate Baker:** > Hu Lyra, Really glad to hear Joiin’s helping with your management reporting and saving you time. Thanks for your review! ### 41. Joiin review **Rating:** 4.0/5.0 stars **Reviewed by:** Andrew G. | Finance Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Definitely filled a gap left by the G/L providers to manage the monthly consolidation process for our group accounts. Since then they continue to develop the software for publishing reports etc without needing to export data to excel. **What do you dislike about Joiin?** I would say Joiin should test software releases with customers before releasing updates into the live environment. **What problems is Joiin solving and how is that benefiting you?** Consolidation **Official Response from Kate Baker:** > Hi Andrew, Thanks for the thoughtful review - we’re really pleased Joiin has helped fill that gap for you. Your point on software releases is noted and appreciated. We’re always working to balance progress with stability and will keep your feedback in mind. ### 42. Game changer for consolidations **Rating:** 5.0/5.0 stars **Reviewed by:** Deon D. | Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Unlimited companies Unlimited currencies Easy to use Consolidation is much simpler Ability to generate various reports and building own custom reports Easy integration with Xero **What do you dislike about Joiin?** The parameters selected for the "built in" reports stay the same. Income statement and balance sheet sometimes require different ways of looking at the report **What problems is Joiin solving and how is that benefiting you?** Consolidation takes much quicker **Official Response from Kate Baker:** > Hi Deon, Thanks for the thoughtful review - great to hear that Joiin's making consolidation quicker and that you're finding the flexibility in reporting useful. Good note on built-in reports too, we’ll keep looking at ways to make those more adaptable. ### 43. Great product for consolidations **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon T. | Head of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** The only product I've found that can consolidate AP/AR reporting for a global business with multi-currency requirements. **What do you dislike about Joiin?** Would love some additional ability to customise to suit my specific needs **What problems is Joiin solving and how is that benefiting you?** Consolidating creditor and debtor reporting with multiple currencies. Countless hours saved over the year not having to manually stitch these reports together in excel. **Official Response from Kate Baker:** > Hi Brandon, thank you for your review. We're glad Joiin’s helping with your global AP/AR consolidation. We hear you on customisation, and it’s something we’re always working on. If there’s something specific you’d like to see, do drop us a line at hello@joiin.co - we’d love to hear more. ### 44. Joiin Consolidation Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Dean B. | Financial Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Joiin seamlessly links to Xero, allowing us to consolidate multiply entities and currencies into informative reporting. **What do you dislike about Joiin?** Limitations to how much you can customise, however improvements always being rolled out. **What problems is Joiin solving and how is that benefiting you?** Joiin saves us hours by consolidating all our entities. Previously this was done in excel, this was time consuming and open to human error. **Official Response from Kate Baker:** > Hi Dean, Thanks for sharing. It's great to hear Joiin is saving you time and helping reduce the risks of manual reporting. We appreciate the feedback on customisation, the product team is always working on improvements, so do keep an eye out for updates. ### 45. Thank you for your feedback! **Rating:** 5.0/5.0 stars **Reviewed by:** Florentina S. **Reviewed Date:** January 10, 2025 **Official Response from Kate Baker:** > Hi Florentina, thank you for your fantastic review! We're delighted to hear that you enjoy using Joiin and your comments on adding a forecasting tool have been passed on to our dev team. We appreciate you taking the time to leave a video review and sharing your experience. ### 46. Time Saver **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** I like being able to create merged financials for my clients that have multiple, but related, entities. It was super easy to set up and integrate with QBO. **What do you dislike about Joiin?** I wish there was a way to easily "print" or create a pdf of the dashboard to send to my clients. Or a way to have them easily access it with a magic link or something similar. I wish it offered cash flow forecasting also, so I could use one platform for everything. **What problems is Joiin solving and how is that benefiting you?** consolidated financials **Official Response from Kate Baker:** > Thanks for sharing your thoughts - really glad to hear how easy setup was and that Joiin’s helping you consolidate client financials quickly. We’ve passed your suggestions along to the product team. Better sharing options and more forecasting tools are both high on our radar, especially as we build out the new reporting experience. Lots more to come. The Joiin Team ### 47. Consolidation without the headache **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2025 **What do you like best about Joiin?** Joiin is incredibly intuitive and easy to use to reduce errors on consolidation. It's made it simple to view group performance across multiple entities reduce manual errors and interrogate postings in just a few clicks. **What do you dislike about Joiin?** I would love Joiin to go even further and give us full budgets - this may be more a flaw of Xero when it comes to prepayments and deferred revenue but it tends to lack detail when manual journals get involved. **What problems is Joiin solving and how is that benefiting you?** Consolidation outside of spreadsheets, quick fews, exports for reporting. **Official Response from Kate Baker:** > Thanks for the thoughtful feedback, really glad Joiin’s helping simplify your group reporting. We've passed your suggestions on budgets to our product team, but we always welcome feedback so feel free to get in touch with the team at support@joiin.co ### 48. Intuitive to use, affordable for consolidated reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Bryan T. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Joiin?** Time saving and efficiencies to achieve multi-entity reporting **What do you dislike about Joiin?** We do not have much we dislike about Joiin **What problems is Joiin solving and how is that benefiting you?** We used to use Excel to manually copy and paste trial balances resulting in multiple versions but Joiin now has live data and preserves accuracy **Official Response from Kate Baker:** > Hi Bryan, Thanks for the feedback. We’re glad Joiin is helping you save time and improve accuracy with live data for your multi-entity reporting. We appreciate you taking the time to leave a review. ### 49. Joiin makes our consolidation process a breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Igor K. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** July 26, 2025 **What do you like best about Joiin?** It is easy to use. It performs as advertised. Customer support has been great (only had to use it once or twice in over a year). It works! **What do you dislike about Joiin?** I don't see any downsides for using Joiin, especially if you are a QBO user. **What problems is Joiin solving and how is that benefiting you?** Multi-entity consolidation **Official Response from Kate Baker:** > Hi Igor, Thank you for the review. It's great to hear that Joiin is doing the job and that support has only been needed once or twice. We're glad it's making multi-entity consolidation that bit easier, especially for QBO users. ### 50. Joiin Hassle Free on Consolidation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2025 **What do you like best about Joiin?** I like the dashboard giving real time information in Financial KPI, and significant financial information. **What do you dislike about Joiin?** Loading of company information takes a few minute. **What problems is Joiin solving and how is that benefiting you?** Consolidation is just a piece of cake. Monitoring the Group's Receivables and Payables is just easy and I can control efficiently. **Official Response from Kate Baker:** > Thanks for sharing - great to hear the dashboards are helping you stay on top of the numbers. We appreciate the note on loading time too. We’re always working to make things faster, especially as we continue rolling out the new reporting experience. ## Joiin Discussions - [What is Joiin used for?](https://www.g2.com/discussions/what-is-joiin-used-for) - 1 comment - [View Joiin pricing details and edition comparison](https://www.g2.com/products/joiin/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+08%3A33%3A35+-0500&secure%5Bsession_id%5D=5b0d0d93-1bde-4f08-8172-05e3cbda96fe&secure%5Btoken%5D=677e4f195b51a0aa7c1b82177d6ee92b65ce5755d7c16aa68bc2819e6b032b01&format=llm_user) ## Joiin Integrations - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Pennylane](https://www.g2.com/products/pennylane/reviews) - [Puzzle](https://www.g2.com/products/puzzle-financial-inc-puzzle/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage Business Cloud Accounting](https://www.g2.com/products/sage-business-cloud-accounting/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Joiin Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Data Management** - Data Import - Data Consolidation - Data Validation **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Reconciliation** - Consolidation - Management - Accounting **Financial Planning** - Extended Planning - Reporting - Integration **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Cash Flow Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Reporting** - Report Types - Standard - Custom **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - AI **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements - Drill Down **Analytics** - Variance Analysis - Reports - Forecast Comparison - Forward Looking **Closing Process** - Audit - Journal Entries - Distribution **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Financial Data Transfer** - Data Transfer - Data Exchange - Reporting - Access - Integration **Agentic AI - Cash Flow Management** - Autonomous Task Execution **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making **AI - Financial Close** - Autonomous Task Execution - Compliance - Reconciliation - Data Collection - Analysis ## Top Joiin Alternatives - [LiveFlow](https://www.g2.com/products/liveflow/reviews) - 4.9/5.0 (332 reviews) - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (487 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (378 reviews)