--- 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: '2026-07-17' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Joiin Reviews **Vendor:** Joiin **Category:** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) **Average Rating:** 4.7/5.0 **Total Reviews:** 85 ## 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 to be highly **easy to use** , facilitating quick financial reporting and intuitive setup processes. (22 reviews) - Users praise the **efficient consolidated reporting** of Joiin, appreciating its speed and simplicity across multiple entities and currencies. (15 reviews) - Users value the **reporting efficiency** of Joiin, enabling quick and reliable consolidated reports across multiple entities. (15 reviews) - Users value the **responsive customer support** of Joiin, ensuring continuous improvement and effective assistance with their needs. (11 reviews) - Users value the **effortless report creation** in Joiin, streamlining their consolidation process and saving time. (11 reviews) - Reporting Quality (11 reviews) - Features (9 reviews) - Financial Reporting (9 reviews) - Easy Setup (8 reviews) - Efficiency (8 reviews) **What users dislike:** - Users find **reporting functionality inefficient** , often needing additional adjustments after exports for proper presentation. (9 reviews) - Users face **reporting issues** with Joiin, often needing to export data for better formatting and presentation. (9 reviews) - Users find that the **limited reporting capabilities** of Joiin require additional steps to finalize management accounts effectively. (8 reviews) - Users note the **missing features** in Joiin, such as lack of report titles and sorting options, limiting usability. (8 reviews) - Users note **formatting issues** with reports and exports, necessitating additional cleanup before sharing and using effectively. (5 reviews) - Limitations (4 reviews) - Users feel the **dashboard refresh speed is slow** and seek improvements in feature implementation and forecasting options. (3 reviews) - Excel Dependency (2 reviews) - Filtering Issues (2 reviews) - Formatting Difficulties (2 reviews) ## Joiin Reviews ### 1. 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. ### 2. 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. ### 3. Incredible Value For Money **Rating:** 5.0/5.0 stars **Reviewed by:** Ben W. | Finance Director, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Joiin is great all round tool, and more importantly is constantly adding new features and functionality. it is super easy to use and the customer support team are typically very responsive **What do you dislike about Joiin?** A standardised chart of accounts that could be used on multiple reports would be helpful, although i wouldn't want to lose the ability to have different structures in different reports as this gives good flexibility **What problems is Joiin solving and how is that benefiting you?** Joiin enables super quick and easy financial reporting and variance analysis for business with multiple entites **Official Response from Kate Baker:** > Hi Ben, thanks for the thoughtful review. It’s great to hear that Joiin is helping speed up your reporting and analysis across entities. We appreciate your note on standardised charts of accounts - we'll pass this onto our product team. ### 4. Great, easy to use tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** Easy to set up and use meaning we were able to get instant benefit of using Joiin. We love the fact that there is constant product feature updates - we are excited to see how the product continues to evolve! **What do you dislike about Joiin?** Minor, but some of the formatting on the customer reports and report packs need tidying up. For example, the PDF formats cut of some of the account names **What problems is Joiin solving and how is that benefiting you?** Consolidation and automation of monthly management reporting **Official Response from Kate Baker:** > Thanks for sharing this - great to hear you were able to get up and running quickly and are already seeing the benefits. We’re always working on improvements, so your note on PDF formatting is really helpful and has been shared with the team. Thanks again for the feedback. The Joiin Team ### 5. Great time saver **Rating:** 4.0/5.0 stars **Reviewed by:** Jaabir K. | Finance Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2025 **What do you like best about Joiin?** Great for consolidating group accounts and taking out manual excel work, despite the fact that it does not directly integrate with Sage50. **What do you dislike about Joiin?** Does not integrate with Sage50 and requires manual upload of trial balance. Can be problematic especially if any amendments are made. Also took a bit of time and trial and error to implement, particularly with codes across group. Would have been nice if software included forecasting too. **What problems is Joiin solving and how is that benefiting you?** Group consolidation and cashflow forecasting have been simplified significantly. **Official Response from Kate Baker:** > Hi Jaabir, Thanks so much for your review. Great to hear Joiin’s helping simplify group consolidation. We’ve shared your thoughts on Sage50 and forecasting with our product team - feedback is always appreciated. ### 6. Good consolidation plugin for Xero **Rating:** 4.0/5.0 stars **Reviewed by:** KC T. | Finance Director, Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** Able to consolidate AP and AR for multiple entities **What do you dislike about Joiin?** Lack of user guides due to too many functions **What problems is Joiin solving and how is that benefiting you?** Joiin is able to consolidate AP and AR for multiple entities. This save times than manually combining multiple excels **Official Response from Kate Baker:** > Thanks for sharing your thoughts - it's good to hear that Joiin’s consolidation is saving you time on AP and AR. We hear you on the user guides. With new features being added all the time, it can be a lot to keep up with. We’re working on improving our help centre and resources to make everything easier to find and use. The Joiin Team ### 7. Joiin has saved me significant amounts of time **Rating:** 5.0/5.0 stars **Reviewed by:** Lori M. | Director of Corporate Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Consolidating financials was previously a dreaded task, but Joiin has made it incredibly easy with so many options. I've only needed customer support once but the Joiin support team was timely, professional, and answered my questions with ease. **What do you dislike about Joiin?** I honestly can't think of anything I don't like about Joiin. **What problems is Joiin solving and how is that benefiting you?** We need to see how each business is doing individually but also how they're doing when combined to get the overall picture. Joiin makes it very easy to do this. **Official Response from Kate Baker:** > Hi Lori, Thanks for the kind words. It's good to know your one support experience hit the mark. If you ever have suggestions for improvements, we’re always happy to hear them. ### 8. Joiin has hugely improved the consolidated reporting that we can generate for our group clients. **Rating:** 4.0/5.0 stars **Reviewed by:** Kim H. | Management Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** The ability to produce consolidated reporting packs for group clients is fantastic. **What do you dislike about Joiin?** Changing layouts and formats of reports can be a bit clunky, probably still room for improvement. **What problems is Joiin solving and how is that benefiting you?** Providing consolidated reports for groups of companies **Official Response from Kate Baker:** > Hi Kim, Thanks for the review - we're pleased to hear how useful Joiin has been for group reporting. Thank you for your thoughts on layouts too. The new reporting experience is rolling out and aims to make things smoother and more flexible. Plenty of improvements still to come. The Joiin Team ### 9. Huge time-saver **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** This software saves us so much time consolidating multiple company accounts. We no longer have to use spreadsheets and worry about manual errors when producing consolidated group reports. The customisable reports and report packs are excellent. **What do you dislike about Joiin?** It would be useful to be able to search transactions by account across the group **What problems is Joiin solving and how is that benefiting you?** We no longer have to use multiple spreadsheets to manually consolidate our accounts, which means we do not need to worry about human error causing incorrect figures. **Official Response from Kate Baker:** > Thank you for your review, we’re glad to hear Joiin has helped take the stress out of group reporting. Thanks for the suggestion on searching transactions by account across the group too - we’ll pass it on to the product team. ### 10. Affordable and does its job **Rating:** 4.5/5.0 stars **Reviewed by:** Bryan Z. | Founding Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about Joiin?** User friendly and intuitive when it comes to achieving your customised reports **What do you dislike about Joiin?** Been using Joiin for many years now but have also explored other software that can do intercompany reconciliations **What problems is Joiin solving and how is that benefiting you?** Consolidation of accounts **Official Response from Kate Baker:** > Hi Bryan, Thank you for your review, we're so pleased you find Joiin user-friendly and helpful for customised reports. We appreciate your loyalty over the years and always welcome feedback on how we can improve - your comments on intracompany reconciliations have been passed on to our product team. Thanks for using Joiin! ### 11. Great consolidation tool with available API **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Allows to consolidate by Account code. if you have the same account number for every company, even if in different languages, consolidation is setup - free! Great reporting functions with multiple filters / dimensions. Easy to import csv trial balances. Allows multiple account elimination setups. Easy reports sync via API with any platform. Specially gsheet via google appscript. Super cheap. Great support. **What do you dislike about Joiin?** Unnecessary "Account type" matching required. **What problems is Joiin solving and how is that benefiting you?** Financial consolidation & reporting **Official Response from Kate Baker:** > Thanks for the detailed review - it's brilliant to hear how you're using Joiin’s consolidation and reporting features across languages and platforms. We appreciate the note about account type matching and have passed it on to the product team. If you have other suggestions, we’d love to hear them. ### 12. Excellent product, with a very supportive, energetic team backing up in the UK **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Executive Office | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** Able to provide comprehensive reporting across currencies, and multiple entities. More recently have used Joiin for reporting across 590+ entities **What do you dislike about Joiin?** The team are ever evolving and improving Most pressing feature currently not available is to sort a report with grouped account codes, alphabetically - not good for a top end report **What problems is Joiin solving and how is that benefiting you?** Able to report globally across several countries which is a massive plus **Official Response from Kate Baker:** > Thank you for your review – and for putting Joiin through its paces across nearly 600 entities! It’s brilliant to hear how the platform is helping with global reporting at that scale. We’ve passed your feedback about sorting grouped account codes alphabetically straight to the product team – it’s exactly the kind of refinement we aim to build in, especially for top-level reporting. We’re always evolving, and your input plays a big part in that. Thank you for taking the time to leave a review. The Joiin Team ### 13. Fantasic Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Joiin has completely revolutionised my reporting! It has cut the time taken to prepare professional concise multi entity reports to a fraction of what it was! It was really easy to setup and use with my accounts package and data updates quickly. **What do you dislike about Joiin?** I would like more options for presentation layouts **What problems is Joiin solving and how is that benefiting you?** It saves me time, and my sanity in preparation of group accounts and multi entity reporting and analysis. **Official Response from Kate Baker:** > Thanks for the lovely review, it's great to hear Joiin is saving you time (and sanity). We appreciate the feedback on presentation layouts too - our new reporting experience is currently rolling out and we think you'll love it. ### 14. A great solution for a common problem **Rating:** 5.0/5.0 stars **Reviewed by:** Fernando D. | Management Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Easy to use, good consolidation tools. Great customer support and easy to implement. **What do you dislike about Joiin?** Budget and forecast can be improved in terms of presentation combined with actuals. **What problems is Joiin solving and how is that benefiting you?** Solving consolidation. **Official Response from Kate Baker:** > Hi Fernando, Thank you for the feedback - great to hear you're finding Joiin easy to use. Thanks for your feedback on budgets and actuals - we'll pass this on to our product team. ### 15. Excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Firdaus M. | Founder and Group CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Before Joiin , I would take 2 min the to combine 4 different group company financials into one ! Now it is instant . And the depth of reporting and features makes it easy for even a non finance professional like me ! **What do you dislike about Joiin?** Instant group reporting . Excellent features to get in depth analysis . **What problems is Joiin solving and how is that benefiting you?** Reporting financials across 4 group companies **Official Response from Kate Baker:** > Hi Firdaus, Great to hear Joiin's helping you save time and feel more confident with your reporting - let us know if we can do anything else. ### 16. This tool has been a life-saver for us **Rating:** 5.0/5.0 stars **Reviewed by:** Keith C. | Church Treasurer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Joiin?** It provides a straightforward way of extracting data from QuickBooks and consolidating across multiple organisations **What do you dislike about Joiin?** There are some features missing such as forecasts **What problems is Joiin solving and how is that benefiting you?** Providing a simple way to consolidate different organisations **Official Response from Kate Baker:** > Hi Keith, it's great to hear that Joiin’s made a difference in consolidating your organisations, we appreciate your suggestions for new features too and will pass them over to the product team. ### 17. Productivity Gains All Round **Rating:** 5.0/5.0 stars **Reviewed by:** Hetal P. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Ease of use, ability to customise reports, map different accounts to a uniform reporting map, drill downs into detail, setting up different reports. **What do you dislike about Joiin?** The budgeting is simple but richer features would be helpful. **What problems is Joiin solving and how is that benefiting you?** Taking several entities from Xero and combining them into one tool for reporting and analysis, no need for spreadsheets! **Official Response from Kate Baker:** > Hi Hetal, really glad to hear Joiin’s making life easier and saving you from spreadsheet overload. Appreciate the feedback on budgeting too - it’s on our radar. Thanks for taking the time to share. ### 18. Joiin really saves time **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Simplicity and the continuing improvements **What do you dislike about Joiin?** The fact that custom layouts cannot be fixed so that others can view the results . At the momnent the custom layout can be changed making it impossible to refer employees to and therefore making the drilldown facilty not useable. **What problems is Joiin solving and how is that benefiting you?** consolidation of foreign subsidiaries **Official Response from Kate Baker:** > Thanks for the thoughtful feedback, great to hear you're finding Joiin simple to use and that the ongoing improvements are making a difference. We appreciate the note on custom layouts and drilldowns. Being able to lock layouts for shared access is something we're actively exploring. ### 19. Joiin Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** Easy to use and a great support team who are always very helpful **What do you dislike about Joiin?** The report function isn't the easiest to set up new reports quickly **What problems is Joiin solving and how is that benefiting you?** It has helped to easily produce a consolidatd position effortlessly - we have over 30 companies to consolidate **Official Response from Kate Baker:** > Thank you for the kind words - good to hear Joiin’s helping with your 30-entity consolidation. The new reporting experience that we're currently rolling out make setting up new reports much quicker and easier, if you'd like a walk-through, please do get in touch with our support team, we'd be happy to help. The Joiin Team ### 20. Easy to uss platform **Rating:** 5.0/5.0 stars **Reviewed by:** Lucy W. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** - The platform is easy-to-use and very intuitive - Implementation / integration is easy - The customer service is excellent and they have been been extremely responsive to improvements in the platform **What do you dislike about Joiin?** Prices have increased significantly in the past 6 months **What problems is Joiin solving and how is that benefiting you?** Helpful to aggregate multiple Xero instances **Official Response from Kate Baker:** > Hi Lucy, Thanks for the kind words - we're glad Joiin’s working well for you. We hear you on the pricing and really appreciate your continued support as we keep improving. ### 21. It saves me so much time at month end and during the month **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** No longer having to use excel Weekly sales report **What do you dislike about Joiin?** Very little. The only thing I can get right is foreign currency translation reserves **What problems is Joiin solving and how is that benefiting you?** Quicker close Consolidated AP and AR for cash flow forecasting Weekly reporting sales by customer **Official Response from Kate Baker:** > Thanks for the kind words, it's great to hear Joiin is helping speed up your close and support your forecasting. Appreciate the note on foreign currency translation reserves too. We'll pass that on to the product team for review. The Joiin Team ### 22. Joiin has helped our business **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Joiin is easy to use and intuitive.It provides all the indepth information we need on a monthly basis. The integration with Xero is straightforward. **What do you dislike about Joiin?** There is nothing to mention really as we use it without problems. **What problems is Joiin solving and how is that benefiting you?** Our multi-company, multi-currency consolidation is easy and automatic. **Official Response from Kate Baker:** > Thanks so much for your review, great to hear Joiin’s giving you the in-depth reporting you need and working smoothly alongside Xero. Let us know if there’s ever anything we can do to make things even better. ### 23. Good **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Joiin?** Ease of consolidation reporting and preparing data for management accounts **What do you dislike about Joiin?** Prefer to have more options to select divisions and report by company at the same time **What problems is Joiin solving and how is that benefiting you?** Simplifying the month end consolidation process and simplifying reporting **Official Response from Kate Baker:** > Hi there, Thanks for your feedback. Great to hear Joiin is helping simplify your month-end, and we’ve shared your suggestion on reporting flexibility with our product team. ### 24. Great product at a great price **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2025 **What do you like best about Joiin?** Simple and easy way to view the cash flow of multiple companies, and much cheaper than its competitors. **What do you dislike about Joiin?** Can be a little cumbersome to get the report format you want. **What problems is Joiin solving and how is that benefiting you?** Viewing multiple related companies in different countries at the same time. **Official Response from Kate Baker:** > Thanks for taking the time to leave a review - great to hear Joiin's helping you keep on top of group cash flow. Keep an eye out for our new reporting experience, rolling out now. It’s designed to make customising reports quicker, smoother and much more flexible. ### 25. Works as expected - affordable! **Rating:** 4.5/5.0 stars **Reviewed by:** Steph S. | Chief Administrative Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Easy to set up and use and affordable for our start-up. **What do you dislike about Joiin?** Would be nice if it could help me figure out erros when balance sheets don't balance. **What problems is Joiin solving and how is that benefiting you?** Not having to do many eliminiations across three companies. **Official Response from Kate Baker:** > Hi Steph, Thank you for your feedback. We're glad to hear Joiin’s working well for your start-up. Totally hear you on the balance sheet - we’re always here to help, if you drop the customer success team aan email at support@joiin.co we'd love to take a look. ### 26. Great reporting on group company structures **Rating:** 5.0/5.0 stars **Reviewed by:** Ian W. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2025 **What do you like best about Joiin?** Simple to use. Great looking reports. So much quicker and more consistent than building reports in excel. **What do you dislike about Joiin?** Nothing really. It's a shame Xero doesn't offer group company reporting, but until it does Joiin is perfect **What problems is Joiin solving and how is that benefiting you?** We have a group of companies. I can now reporting on them in a single report instantly. **Official Response from Kate Baker:** > Hi Ian, Thanks for the review. It's great to hear Joiin’s helping you save time and bring everything together across your group companies. We appreciate the kind words. ### 27. Great value for money. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about Joiin?** Seamless integration with Xero. Easy to build reports and dashboards. **What do you dislike about Joiin?** Limited number of integrations to accounting systems. No inbound API. **What problems is Joiin solving and how is that benefiting you?** It provides financial transparency for the whole holding. **Official Response from Kate Baker:** > Thank you for your review, we're really pleased to hear Joiin’s helping bring transparency to your reporting and we have passed your suggestions on an inbound API to the product team. ### 28. Pretty dashboard **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Arts and Crafts | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Joiin?** We like Joiin for its dashboard, so that each of our area managers use. **What do you dislike about Joiin?** It doesn’t have non financial data, which would be really handy for our business. **What problems is Joiin solving and how is that benefiting you?** Helps us manage AR mainly **Official Response from Kate Baker:** > Thanks for taking the time to leave a review - we're really glad to hear the dashboards are useful for your area managers. Great question on the non-financial data - this is coming in the next couple of weeks with the launch of our new reporting packs so watch this space! ### 29. A valuable tool for multi-currency SME groups! **Rating:** 4.5/5.0 stars **Reviewed by:** Len A. | Financial Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2024 **What do you like best about Joiin?** After spending a significant amount of time researching various Xero consolidation tools for our multi-currency group, I was initially hesitant about Joiin. On paper, it seemed much better value than its competitors, which made me skeptical. However, those concerns were unfounded—it has been exceptional. -Intuitive interface -Easily customizable report layouts tailored to your specific needs -Seamless switching between companies and currencies -Great value for money -A team that’s open to feedback **What do you dislike about Joiin?** Areas for improvement: -Refreshes aren’t instant (currently takes about 5–6 minutes for a full group refresh). Not sure if this can be improved. -Feedback implementation can be slow, though this is understandable given the price point. -I’d love to see a 3-way forecasting feature added (I know it’s a big ask!). **What problems is Joiin solving and how is that benefiting you?** We we previously managing our consoldiations on excel, which would fall down when any report structure changes were made. **Official Response from Kate Baker:** > Hi Len, Thank you for sharing your feedback. It’s fantastic to hear that Joiin has proven its value for your multi-currency group, and we appreciate your patience as we work to improve refresh times and explore features like 3-way forecasting. If you ever want to discuss a feature you've requested and it's likely timeline, please do get in touch with our support team and we'll do our best to give you as much information as we can. Thanks again, we appreciate the review. ### 30. Happy Customer **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Joiin?** Joiin made it incredibly easy to connect our accounts and build consolidated P&Ls and balance sheets in minutes instead of days **What do you dislike about Joiin?** My only small gripe is that some of the dashboard filters could be more consistent **What problems is Joiin solving and how is that benefiting you?** Before Joiin, we had to manually export data and mess around with spreadsheets, and handle currency conversions ourselves. It was time-consuming and error-prone. **Official Response from Kate Baker:** > Hi there, Thanks for sharing you review, great to hear Joiin’s helped speed up your reporting and taken the pain out of spreadsheets and conversions. We appreciate the feedback on dashboard filters and will pass this on to our product team. ### 31. great tool for month end reporting! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** it talks to Xero and enables us to set up monthly reporting packs **What do you dislike about Joiin?** Forecast and Budget reporting is separate. **What problems is Joiin solving and how is that benefiting you?** complex month end reporting and board reporting **Official Response from Kate Baker:** > Thanks for the feedback, we're glad to hear Joiin’s helping with your monthly and board reporting. Your point on forecasting and budgets has been noted and passed to our product team. Appreciate you taking the time. The Joiin Team ### 32. The best solution on the market for Xero consolidations! **Rating:** 5.0/5.0 stars **Reviewed by:** Michael R. | Head of Financial Control, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Joiin?** The system is super user friendly. The ability to drill down into consolidated balances to see multi-entity transactional breakdowns provides great visibility. Account code specific exchange rates is great for equity translations. Report packs are super usefull and save a lot of time at month end. **What do you dislike about Joiin?** It would be great if you could run consolidated reports using the historic rate to translate equity rather than having to manually set account code specific exchange rates. **What problems is Joiin solving and how is that benefiting you?** Providing consolidated reporting for groups using Xero without manual spreadsheets and visibility into consolidated balances. **Official Response from Kate Baker:** > Hi Michael, thank you for sharing your feedback. We're pleased to hear that features like report packs are helping streamline your month-end processes. We appreciate your suggestions around equity translations and Xero group reporting - they have been noted and passed to our development team. ### 33. Generally speaking I am satisfied **Rating:** 5.0/5.0 stars **Reviewed by:** Paul T. | Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2024 **What do you like best about Joiin?** Automatic consolidation of Xero accounting figures of different entities and posibility to drill on transaction level **What do you dislike about Joiin?** All good. There is only one enchancing idea that I can give . It would be awesome to be possible to filter from a common filter for all of charts on the dashboard and not to go one by one (in case you put a customized filter) **What problems is Joiin solving and how is that benefiting you?** financial figures consolidation **Official Response from Kate Baker:** > Hi Paul, We're glad to hear that Joiin’s automatic consolidation and transaction drill-down are working well for you. We’ll definitely pass your dashboard filter idea over to our product team - it’s a great suggestion. ### 34. Easiest way to consolidate multiple Xero entities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2024 **What do you like best about Joiin?** Once set up, which was very intuitive, I can run reports quickly and easily, cutting between full group and regional sub-groups and different time periods. It has become a vital part of my financial reporting tech stack **What do you dislike about Joiin?** I would like to see more flexibility on the report outputs **What problems is Joiin solving and how is that benefiting you?** Consolidation of multiple Xero entities. I can run reports on demand rather than having to export to excel/sheets **Official Response from Kate Baker:** > We're thrilled to hear that Joiin has made it easier for you to consolidate multiple Xero entities and run reports on demand. Your feedback on wanting more flexibility on the report outputs has been passed on to our development team, thank you for taking the time to leave a review. ### 35. Managing Director **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2019 **What do you like best about Joiin?** Simple and easy to use. Great consolidation tool. **What do you dislike about Joiin?** Nothing as new features constantly being added. **What problems is Joiin solving and how is that benefiting you?** Greater visibility of our account entities **Official Response from Kate Baker:** > Thank you for your positive feedback, we're glad to hear that Joiin meeting your needs. Feel free to check out our latest feature updates on the Joiin blog https://www.joiin.co/blog/. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-02+10%3A44%3A32+-0500&secure%5Bsession_id%5D=5a49d5f8-f355-4ae1-af4d-3c41e788542a&secure%5Btoken%5D=89c312c7c675d460c0a7d02655b8bd607edb8b570a29fa28c8007adc3c6516cd&format=llm_user) ## Joiin Integrations - [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 - Rolling Forecasts - 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 (497 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) - 4.6/5.0 (368 reviews)