Elliot C.
EC
Elliot C.
Group Practice Director
Mid-Market (51-1000 emp.)
"if you want to simplify consolidation....Joiin IS the answer!"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

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.

WS
William S.
Finance Director
Mid-Market (51-1000 emp.)
"Loving the JOIIN tool"
4.5/5
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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

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.

Joe K.
JK
Joe K.
Accountant
Small-Business (50 or fewer emp.)
"Effortless Financial Compiling with Real-Time Updates"
4.5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

NA Review collected by and hosted on G2.com.

Response from Suzy Lloyd of Joiin

Thank you so much for taking the time to leave us such a fantastic review. We're delighted to hear that you're finding Joiin easy to use and that compiling financials across QuickBooks Online entities is saving you time. We really appreciate your support.

SG
Samantha G.
Finance Manager
Small-Business (50 or fewer emp.)
"Brilliant tool to consolidate accounts in a group"
5/5
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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

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.

Casey C.
CC
Casey C.
Director of Finance
Small-Business (50 or fewer emp.)
"Great solution to a difficult problem..."
5/5
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. Review collected by and hosted on G2.com.

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

Response from Kate Baker of Joiin

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.

LH
Lucy H.
Finance Director
Mid-Market (51-1000 emp.)
"Great for Easy Consolidations From Xero"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

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.

James L.
JL
James L.
Director
Small-Business (50 or fewer emp.)
"A great tool that continues to get better"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

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.

James H.
JH
James H.
Group Financial Controller
Small-Business (50 or fewer emp.)
"Intuitive and a real time saver"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

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.

Michael R.
MR
Michael R.
Head of Financial Control
Mid-Market (51-1000 emp.)
"Powerful and Affordable Multi‑Currency Reporting Tool"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

Nothing, the app is great and the team are adding new features all the time. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

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

Verified User in Construction
AC
Verified User in Construction
Small-Business (50 or fewer emp.)
"Cut my time spent on compiling spreadsheets for reporting down by hours!"
5/5
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!). Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

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