--- 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. Outstanding support experience with Joiin (especially Kyle) **Rating:** 5.0/5.0 stars **Reviewed by:** Richa J. | Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2026 **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. **What do you dislike about Joiin?** I wish it could give me granular data for a particular CoA within Joiin, **What problems is Joiin solving and how is that benefiting you?** Consolidation, Intercompany variance postings **Official Response from Kate Baker:** > 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. ### 2. Excellent Value for Xero Consolidation with Fast, Responsive Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about Joiin?** For the price point that you get with Joiin, this is an excellent product. It allows simple and easy consolidation with Xero, and I have used this at two different companies to great effect. The support team during some billing issues were super fast and responsive. I also really like the management accounts pack builder, and it made it much more professional that the current packs we had been manually making. Overall through Joiin, we have saved around a day per month through automation. **What do you dislike about Joiin?** The issues with Joiin are more around set-up time, requiring you to make sure everything is coded correctly in Xero first. It is also super sensitive to changes, and breaks quite easily if you make changes on the COA. This then requires active management and feel like the intelligence could allow for more advanced notifications, e.g. "you added this account, do you want me to add it to this area in your packs". **What problems is Joiin solving and how is that benefiting you?** Joiin saved us tons of time once it was set-up in running a consolidated management accounts pack. This was the goal, and it achieves it spectacularly well. **Official Response from Kate Baker:** > Hi there, thanks for taking the time to share your feedback, it’s genuinely helpful. You’re right that COA sensitivity is an area we can improve, and the suggestion about notifying you when a new account is added and prompting you to map it is a good one - we've added it to the roadmap. It won't eliminate setup effort entirely, but it should take a lot of the manual monitoring off your plate. If you have any other questions or ideas, you can always reach us at support@joiin.co ### 3. Easy, Fast, and Great Value—Backed by Incredibly Helpful Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **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 **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. **What problems is Joiin solving and how is that benefiting you?** Consolidating board reporting across 4 brands/ entities. **Official Response from Suzy Lloyd:** > 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. ### 4. Seamless Consolidation with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jonothon . | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Joiin?** I like how responsive the customer service and dev team are. I have personally requested a few features that are now live on the site. The team takes the time to reach out and understand what I would like to see and why it is important to me. You don't really get that with other apps and services, which is very refreshing. The initial setup of Joiin was very straightforward. **What do you dislike about Joiin?** My main gripe is that you cannot report against budget and forecast. **What problems is Joiin solving and how is that benefiting you?** I use Joiin for company consolidation and reporting, giving me the ability to consolidate accounts. **Official Response from Kate Baker:** > Hi Jonothon, Thank you for the thoughtful feedback, it’s great to hear the setup was smooth and that consolidation is doing what you need it to. We’ll pass your comments on budget and forecast reporting to our product team as they plan future updates. ### 5. Simplifies multiple entities into one tool **Rating:** 4.0/5.0 stars **Reviewed by:** Frankie F. | Lead, Senior Program Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Joiin?** Joiin makes it easy to combine together different projects across multiple entities in one place. Allowing budgets to be shared / split between different department regardless of their location. It has massively improved variance reporting using custom PO reports. The graphics produced are a nice touch and are helpful when explaining concepts to people without financial backgrounds. **What do you dislike about Joiin?** It's pretty well rounded and the team are very good at accepting feedback and constantly improving. **What problems is Joiin solving and how is that benefiting you?** I use Joiin to combine three separate entities in one place, allowing us to manage projects and work packages with a shared budget. **Official Response from Kate Baker:** > Hi Frankie, thanks for taking the time to share this, it’s great to hear Joiin is helping you keep multiple entities and shared budgets aligned, especially when it comes to explaining the numbers more clearly to non finance colleagues. ### 6. An extremely useful tool to produce client management accounts and consolidations from Xero **Rating:** 4.5/5.0 stars **Reviewed by:** Alan M. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Joiin?** The support and development teams are very responsive to suggestions and development improvements are currently proceeding at a good pace. The software was easy to implement with good documentation. I use the software every month for producing client management accounts from Xero and every 1/2 year for producing consolidated management accounts. **What do you dislike about Joiin?** There is currently no forecasting capability within Joiin. The presentation capabilities with regards to branding are currently not fully there with regards to customising cover sheets. The automatic adjustments with regards to currency translation differences need to be filtered to enable the report to look more presentable. It isn't currently quite as comprehensive with regards to features as, for example, Syft and Futrli but I'm sure that this will be addressed. **What problems is Joiin solving and how is that benefiting you?** It provides a consolidated reporting solution to my clients who operate within the insurance industry and makes the process of consolidation easier than using spreadsheets **Official Response from Kate Baker:** > Hi Alan, Thank you for your thoughtful review - we're delighted to hear that Joiin is supporting your reporting (see what we did there 😉), especially across the insurance sector. Your feedback on forecasting, branding and currency presentation is spot on and already with our product team. We’ve got more improvements lined up as part of the new reporting rollout, so watch this space. We appreciate you recognising our development and our support teams too. Thanks again, The Joiin Team ### 7. Excellent Group-Wide Consolidations **Rating:** 4.5/5.0 stars **Reviewed by:** Randall Q. | Senior Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Joiin?** Consolidations of the entire group's entities. **What do you dislike about Joiin?** There is no cashflow forecast at this moment. **What problems is Joiin solving and how is that benefiting you?** The overview financials for the group. **Official Response from Kate Baker:** > Hi Randall, Thanks for sharing this, we’re pleased Joiin is giving you a clear group overview and making consolidation straightforward. We’ll pass your feedback on cashflow forecasting to our product team as they look at future developments. ### 8. Efficient Consolidation Tool for Multi-Entity Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Roger Y. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2025 **What do you like best about Joiin?** We use it extensively because we have a holding company that 100% owns our trading company, meaning two sets of books. Joiin lets us do consolidated reporting and split reporting for the board and for shareholders. We previously had to do it in spreadsheets and it took forever to report. The ease of setup, seamless integration with Xero, and the ability to customise reports have saved us countless hours each month. The support team is responsive, and the pricing is very affordable for startups like ours. **What do you dislike about Joiin?** Overall, nothing major, but room for more polished features would make it even better, such as further customising branded reports, drawing a vertical line separator between company #1 numbers, company #2 numbers, total numbers to improve readability etc. **What problems is Joiin solving and how is that benefiting you?** Joiin solves the hassle of manual financial consolidation across multiple entities, which we previously handled via cumbersome spreadsheets that were error-prone and time-intensive. By automating data syncing from Xero and enabling real-time consolidated and split reports, it saves us hours each month, reduces errors, and allows faster delivery of accurate insights to our board and shareholders. This has improved our efficiency, decision-making, and overall financial oversight. **Official Response from Kate Baker:** > Hi Roger, Thank you for the thoughtful feedback - we’re pleased to hear Joiin is saving you time and helping with board and shareholder reporting. We appreciate the note on formatting too, your suggestions have been passed on to our product team. ### 9. Just wish I'd had known about Joiin before... **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan R. | Finance Director, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Joiin literally does all the hard (and medium!) work for you - it almost literally could not be easier and more intuitive to use. it integrates immediately and seamlessly - you can even log into it using your ERP credentials (I use my Xero login). Its functionality in terms of customisation of consolidations and reporting is incredibly powerful. I am working in a business that has just 2 entities, but they are very different and so using Joiin is invaluable... in previous lives I had more than 10 entities so Joiin would have saved hundreds or even thousands of hours, so I wish i had known about it sooner! One other note - customer success at Joiin are extremely proactive and helpful. Absolute pleasure to work with. **What do you dislike about Joiin?** There are a couple of minor quirks - for example, when I design a custom report (e.g. a P&L) and save it for use in a management report, it works fine - but if I then go back into the report and use it on an ad hoc basis for other purposes, it does not always revert to the original layout and settings as used in the management report. I plan to raise this with Joiin (and no doubt they will fix / amend the functionality in short order. I'm being picky and nothing is perfect, and the above is literally the only thing I have found that I would change. **What problems is Joiin solving and how is that benefiting you?** The ability to do easy, flexible management reporting (backward looking) and also look forward at budgeted performance - all under one easy roof **Official Response from Kate Baker:** > Hi Jonathan, Thanks for the thoughtful review, and for the kind words about the team. Delighted to hear how much Joiin is helping with your current setup. We appreciate the note on custom report layouts not reverting - definitely worth raising, and we’ll make sure it’s looked into. Thanks again for sharing. ### 10. if you want to simplify consolidation....Joiin IS the answer! **Rating:** 5.0/5.0 stars **Reviewed by:** Elliot C. | Group Practice Director, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Joiin?** Joiin is user friendly, super effective, saves time and effort and is exactly the product we were looking for. Seamless links to our source financial programs like Xero and QuickBooks make it a simple exercise to bring this all together from monthly management information packs. The flexibility of Joiin also means we can amend reports to the layouts we specifically use so this can match our financial modelling perfectly. initial setup is simple and we were ready to go within 10 minutes which compared to our previous consolidation processes saved literally , hours. It integrates with all of the main apps within minutes. The customer service team are quick, very responsive and able to to assist with any issues so it is great to know you have this in the background. We use joiin every month and it forms the biggest part of our Monthly MI reporting now. The choice of time periods, data presentation and options for the reports mean we can always find a solution and a suitable report style to show KPIs, P&L, BS and Cashflow as we need to. **What do you dislike about Joiin?** Really had to think long and hard about dislikes and rather than a dislike I think, one are for improvement would be around the budgeting features and in particular the inclusion of revised forecasting or flexed budgets would take it to the next level. **What problems is Joiin solving and how is that benefiting you?** joiin is saving hours of time in bringing together all monthly reporting requirements. It is allowing us to see vital company data in a format that is easy to analyse and explain to other board members. **Official Response from Kate Baker:** > Hi Elliot, Thanks for such a considered review - it’s great to hear how much time Joiin is saving you each month and how well it fits into your MI process. Also appreciate the note on budgeting and forecasting, we've passed it on to our product team. ## 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/joiin-review-11445396?section=pricing&secure%5Bexpires_at%5D=2026-07-20+04%3A12%3A17+-0500&secure%5Bsession_id%5D=05b37fcf-2471-478d-a01a-ad926a91c548&secure%5Btoken%5D=ebef862e8c9694e77b3b8dd86ecb7b6759c0cfda236b464e5c8d9aa4846249f1&format=llm_user) ## Joiin Integrations - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Pennylane](https://www.g2.com/products/pennylane/reviews) - [Puzzle](https://www.g2.com/products/puzzle-financial-inc-puzzle/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage Business Cloud Accounting](https://www.g2.com/products/sage-business-cloud-accounting/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## Joiin Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Data Management** - Data Import - Data Consolidation - Data Validation **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Reconciliation** - Consolidation - Management - Accounting **Financial Planning** - Extended Planning - Reporting - Integration **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Cash Flow Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Reporting** - Report Types - Standard - Custom **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - 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 (492 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) - 4.6/5.0 (364 reviews)