--- title: Joiin Reviews meta_title: 'Joiin Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 87 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: 87 scale: '5' date_modified: '2026-10-30' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance ---

Joiin Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find Joiin's ease of use enhances their reporting efficiency, making data preparation a breeze. (24 mentions)
Users love the ease of consolidation reporting, finding it simple and efficient for management accounts. (17 mentions)
Users praise Joiin for its reporting efficiency, enjoying quick consolidation and easy adjustments for management accounts. (17 mentions)
Users commend the quick and helpful customer support of Joiin, enhancing their overall experience significantly. (14 mentions)
Users value the ease of report creation, with customizable options and seamless integration enhancing their experience. (14 mentions)
Users find Joiin's reporting to be inefficient, often requiring extensive manual adjustments and limiting customization options. (10 mentions)
Users feel the limited chart types and missing features detract from Joiin's overall utility and flexibility. (10 mentions)
Users experience reporting issues with filtering and exporting, making data management more tedious than anticipated. (10 mentions)
Users find the limited reporting capabilities in Joiin restricting and difficult to navigate for comprehensive analysis. (9 mentions)
Users note formatting issues in reports and exports, requiring additional cleanup before sharing with others. (5 mentions)

5 Pros or Advantages of Joiin

5 Cons or Disadvantages of Joiin

Joiin Reviews (87)

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Joiin Reviews (87)

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4.7
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OT
Oscar T.
Cyber Security Expert
Accounting
Mid-Market (51-1000 emp.)
"Multi-client login and smart mapping, but currency rate settings are hard to find"
3.5/5
What do you like best about Joiin?

I'm a bookkeeper handling close to thirty small business clients, and before this each one meant logging into a separate Xero or QuickBooks account just to pull a single report. The multi-client feature put all thirty under one Joiin login, I switch between client areas with a couple clicks instead of remembering separate passwords and re-authenticating constantly throughout the day. Chart of accounts mapping across entities helped too, a few of my clients structure their books differently and Joiin still lines things up correctly for a group view when a client owns multiple businesses. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

Currency conversion defaults to live rates, which is usually fine, but for one client who wanted fixed rates for year-end reporting to match their audit requirements, I had to dig around to find where to switch that setting instead of it being obvious upfront. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Oscar, Thanks for your review, we're really pleased to hear Joiin is working well for your practice. And thanks for flagging the currency settings, we'll pass that on to the product team.

FE
Fiona E.
Business Development Manager
Retail
Enterprise (> 1000 emp.)
"Joiin Streamlined Our Multi-Entity Month-End Consolidation"
4/5
Describe the project or task Joiin helped with:

Joiin's service automates the consolidation of financial data from multiple entities, significantly reducing the time and effort required for month-end reporting. It offers features like automatic data pulling, consolidated reporting, and drill-down capabilities to streamline the financial close process. Review collected by and hosted on G2.com.

What do you like best about Joiin?

We've got five entities under one parent company, and month-end used to mean manually pulling reports from each entity's Xero account and stitching numbers together in a giant spreadsheet, easy to fat-finger a formula somewhere in there. Joiin pulls data from all five automatically and consolidates it into one report, so what used to eat most of a week now takes maybe a day of review instead of actual manual assembly. The drill-down feature's been useful too, if a consolidated number looks off, I can click straight into which entity it's coming from instead of reopening five separate files to hunt for it. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Fiona, We're really pleased to hear Joiin has taken so much of the manual work out of your month end. Thanks as well for the suggestion on report templates, we'll make sure it's shared with our product team as we continue to improve the setup experience.

Richa J.
RJ
Richa J.
Finance Manager
Mid-Market (51-1000 emp.)
"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.

Response from Kate Baker of Joiin

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.

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"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.

Response from Kate Baker of Joiin

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

Verified User in Consulting
AC
Verified User in Consulting
Small-Business (50 or fewer emp.)
"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.

Response from Suzy Lloyd of Joiin

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.

Jonothon .
J
Jonothon .
Small-Business (50 or fewer emp.)
"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.

Response from Kate Baker of Joiin

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.

Frankie F.
FF
Frankie F.
Lead, Senior Program Manager
Small-Business (50 or fewer emp.)
"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.

Response from Kate Baker of Joiin

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.

AM
Alan M.
Director
Small-Business (50 or fewer emp.)
"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.

Response from Kate Baker of Joiin

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

Randall Q.
RQ
Randall Q.
Senior Finance Manager
Small-Business (50 or fewer emp.)
"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.

Response from Kate Baker of Joiin

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.

JB
JULIE B.
Accountant and Business Advisor
Mid-Market (51-1000 emp.)
"Long time Joiin user thoroughly impressed with ongoing development/time savings in month-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 & personalized 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.

Response from Kate Baker of Joiin

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.