--- title: Joiin Reviews meta\_title: 'Joiin Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 85 reviews by the users' company size, role or industry to find out how Joiin works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 85 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance ---

# Joiin Reviews & Product Details

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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.

* * *

Product Website
Joiin
Seller
[Joiin](https://www.g2.com/sellers/joiin)
Discussions
[Joiin Community](https://www.g2.com/products/joiin/discuss)
Languages Supported

English

Solution Type

All-in-One

Overview by
Kate Baker

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## Pricing

Pricing provided by Joiin.

### Single

$23.00

1 Entity

[
View More Pricing Information
](https://www.g2.com/products/joiin/pricing)

## Joiin Integrations
(16)

What do users say about integrations?

Verified by Joiin

[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Google Sheets

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Microsoft Excel

](https://www.g2.com/products/microsoft-excel/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Microsoft Teams

](https://www.g2.com/products/epc-group-microsoft-partner-microsoft-teams/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Microsoft Teams

](https://www.g2.com/products/microsoft-teams/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Pennylane

](https://www.g2.com/products/pennylane/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Puzzle

](https://www.g2.com/products/puzzle-financial-inc-puzzle/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Puzzle

](https://www.g2.com/products/puzzle/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Puzzle

](https://www.g2.com/products/puzzle-puzzle/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Puzzle

](https://www.g2.com/products/puzzle-2025-11-28/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

QuickBooks Online

](https://www.g2.com/products/quickbooks-online/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Sage Business Cloud Accounting

](https://www.g2.com/products/sage-business-cloud-accounting/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Slack

](https://www.g2.com/products/slack/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Tableau

](https://www.g2.com/products/tableau/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Xero

](https://www.g2.com/products/xero/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Zapier

](https://www.g2.com/products/zapier/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Zoho Books

](https://www.g2.com/products/zoho-books/reviews)

Show More

 ![Richa J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Richa J.")
RJ

Richa J.

Finance Manager

Mid-Market (51-1000 emp.)

6/30/2026

"Outstanding support experience with Joiin (especially Kyle)"

5/5

What do you like best about Joiin?

’ve had a great experience using Joiin. Kyle has been especially helpful throughout, he’s been responsive, knowledgeable, and incredibly patient with all my queries.

I was on a trial for a few months and, even as a non-paying customer at the time, the level of support I received was outstanding. The team consistently took the time to help me understand issues and resolve questions, which really stood out.

It genuinely speaks volumes about how much they value their users and the quality of their customer support. I’d highly recommend Joiin based on both the product and the service experience. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

I wish it could give me granular data for a particular CoA within Joiin, Review collected by and hosted on G2.com.

What problems is Joiin solving and how is that benefiting you?

Consolidation, Intercompany variance postings Review collected by and hosted on G2.com.

Show More

Response from Kate Baker of Joiin

[Editedit](https://www.g2.com/survey_responses/joiin-review-13053349/official_response/edit)

Hi Richa, thanks for taking the time to leave such thoughtful feedback. We’ll make sure Kyle sees your kind words, and we really appreciate your suggestion on more granular chart of accounts reporting. We’ll pass it on to the product team as they continue to develop Joiin.

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
AF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

4/13/2026

"Excellent Value for Xero Consolidation with Fast, Responsive Support"

4.5/5

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. Review collected by and hosted on G2.com.

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". Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Response from Kate Baker of Joiin

[Editedit](https://www.g2.com/survey_responses/joiin-review-12620997/official_response/edit)

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

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consulting")
AC

Verified User in Consulting

Small-Business (50 or fewer emp.)

7/8/2026

"Easy, Fast, and Great Value—Backed by Incredibly Helpful Support"

5/5

What do you like best about Joiin?

It is so easy to use, straightforward and faff free. Interface is easy to navigate, actions make sense. It is quick and does exactly what is needed without costin a bomb! The team were incredibly helpful with set up, and support is always quick and helpful Review collected by and hosted on G2.com.

What do you dislike about Joiin?

I can't do the exact form of cash reporting that I want - a replica of Xero's 'cash summary' report. But the new 'forecasting' (beta) tool may do what I need. Review collected by and hosted on G2.com.

What problems is Joiin solving and how is that benefiting you?

Consolidating board reporting across 4 brands/ entities. Review collected by and hosted on G2.com.

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Response from Suzy Lloyd of Joiin

[Editedit](https://www.g2.com/survey_responses/joiin-review-13077936/official_response/edit)

Thanks so much for taking the time to share this! Consolidating board reporting across four entities is exactly what Joiin is built for, so it's brilliant to hear it's working well. And thank you for the honest note on cash reporting. Do try the forecasting beta, and if it doesn't quite get you there, tell us. Feedback like yours shapes what we build next.

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Jonothon .](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jonothon .")
J

Jonothon .

Small-Business (50 or fewer emp.)

4/14/2026

"Seamless Consolidation with Stellar Support"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

My main gripe is that you cannot report against budget and forecast. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Show More

Response from Kate Baker of Joiin

[Editedit](https://www.g2.com/survey_responses/joiin-review-12624731/official_response/edit)

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.

Validated ReviewerSource: Organic

 ![Frankie F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Frankie F.")
FF

Frankie F.

Lead, Senior Program Manager

Small-Business (50 or fewer emp.)

4/14/2026

"Simplifies multiple entities into one tool"

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

It's pretty well rounded and the team are very good at accepting feedback and constantly improving. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Response from Kate Baker of Joiin

[Editedit](https://www.g2.com/survey_responses/joiin-review-12624594/official_response/edit)

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.

Validated ReviewerIncentivizedSource: Seller invite

AM

Alan M.

Director

Small-Business (50 or fewer emp.)

8/6/2025

"An extremely useful tool to produce client management accounts and consolidations from Xero"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Show More

Response from Kate Baker of Joiin

[Editedit](https://www.g2.com/survey_responses/joiin-review-11499104/official_response/edit)

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

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Randall Q.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Randall Q.")
RQ

Randall Q.

Senior Finance Manager

Small-Business (50 or fewer emp.)

4/16/2026

"Excellent Group-Wide Consolidations"

4.5/5

What do you like best about Joiin?

Consolidations of the entire group's entities. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

There is no cashflow forecast at this moment. Review collected by and hosted on G2.com.

What problems is Joiin solving and how is that benefiting you?

The overview financials for the group. Review collected by and hosted on G2.com.

Show More

Response from Kate Baker of Joiin

[Editedit](https://www.g2.com/survey_responses/joiin-review-12644145/official_response/edit)

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.

4/20/2026
Current UserValidated ReviewerIncentivizedSource: Seller invite

JB

JULIE B.

Accountant and Business Advisor

Mid-Market (51-1000 emp.)

7/29/2025

"Long time Joiin user thouroughly impressed with ongoing development/time savings in mth end reports"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

No items to mention as I have been very happy with the product. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Show More

Response from Kate Baker of Joiin

[Editedit](https://www.g2.com/survey_responses/joiin-review-11445396/official_response/edit)

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.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

RY

Roger Y.

CEO

Small-Business (50 or fewer emp.)

7/26/2025

"Efficient Consolidation Tool for Multi-Entity Businesses"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Show More

Response from Kate Baker of Joiin

[Editedit](https://www.g2.com/survey_responses/joiin-review-11436929/official_response/edit)

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.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

JR

Jonathan R.

Finance Director

Mid-Market (51-1000 emp.)

7/25/2025

"Just wish I'd had known about Joiin before..."

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Show More

Response from Kate Baker of Joiin

[Editedit](https://www.g2.com/survey_responses/joiin-review-11433024/official_response/edit)

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.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

## Questions about Joiin? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

[
Ask about Joiin
](https://www.g2.com/products/joiin/discussions/new)

GU

Guest User
•
Last activity over 1 year ago

What is Joiin used for?

0 Upvotes

1

[
Join the conversation
](https://www.g2.com/discussions/what-is-joiin-used-for)

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View all Discussions
](https://www.g2.com/products/joiin/discuss)

## Pricing Options

Pricing provided by Joiin.

### Single

$23.00

1 Entity

### 2

$29.00

2 Entities

### 5

$57.00

5 Entities

[
View More Pricing Information
](https://www.g2.com/products/joiin/pricing)

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##### 
##### Joiin Features

Data Management

Data Import

Data Consolidation

Data Validation

Reporting Structure

Reporting Hierarchy

Report Templates

Report Types

Standard Analytics

Standard KPIs

Standard Reports

Financial Statements

Custom Analytics

Dashboards

Custom KPIs

Custom Reports

[
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##### Categories on G2

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