Joiin Reviews

“Great tool with responsive support and development team

Pros

Support and development teams respond quickly to my suggestions and improvements are happening at a good pace. Also the software was simple to set up with clear instructions. I use it every month to create client management accounts from Xero and every six months for consolidated accounts.

Cons

Currently this tool doesn't have forecasting capabilities and I think branding options like customizing cover sheets are somewhat limited.

“cost effective multi-currency reporting solution

Pros

The platform is very easy to use and switching from another tool was smooth. This tool's interface is simple and quick to learn. It offers great value with full features like custom reports, reporting packs and multi entity consolidation at a much lower price than competitors. I also like the custom FX rates per account code which give better control for translating equity at historical rates especially for IFRS compliance. Creating and saving custom reports, layouts and templates is also very flexible and convenient.

Cons

Nothing to note here, I think the app works very well and the team is constantly adding new features.

“Saves hours on month-end consolidation

Pros

I've been using it since 2018 and have been impressed by how committed the team is to improving the platform. It has saved me hours during my month-end consolidation process from Xero. The tool offers flexible reporting options like budget and period comparisons, consolidated payables and receivables, and the ability to drill down to GL transactions. I also find the breakdown by Xero tracking options really useful. I'm excited about their upcoming AI, dashboards and personalized report packs that will make month-end reporting even more professional. I highly recommend it to accounting professionals and businesses!!

Cons

No issues to mention as I have been very happy with the product overall.

“excellent solution for complex accounting

Pros

This tool has achieved what our accounting department couldn't manage for years.... real-time consolidated reporting! It completely removes the need for complex spreadsheets and makes tracking company performance effortless. I really like how simple the reporting is, how easy it is to use and how quickly I could get everything running without needing tutorials or videos.

Cons

Occasionally refreshing the Xero link can take some time and I've had a few difficulties customizing reports though this may be due to user error.

“Easy creation of reports

Pros

We use this tool a lot since our holding company fully owns our trading company which means we manage two sets of books. This tool makes it easy to create both consolidated and split reports for our board and shareholders. Before this we relied on spreadsheets and reporting took ages. Now the simple setup, smooth Xero integration and customizable reports save us hours every month. The support team is quick to respond and the pricing is perfect for startups like ours.

Cons

Overall there's nothing major to complain about but I think there is room for more polished features such as enhanced branded report customization and vertical separators between company numbers to improve readability.

“wishing I had discovered Joiin sooner!!

Pros

This tool handles all the hard work for you, it honestly couldn't be easier or more simple to use. It integrates instantly and smoothly and I can even log in using my Xero credentials. The customization options for consolidations and reporting are incredibly powerful. I currently manage two very different entities and this tool has been a lifesaver. In previous roles, I dealt with over ten entities and this tool would have saved me hundreds of hours, I wish I had found it sooner! The customer success team is also fantastic, proactive, supportive and an absolute perfect to work with.

Cons

There are a few minor quirks.., for instance when I design a custom report like a P&L and save it for a management report.. it works perfectly. However if I later use it ad hoc, it doesn't always retain the original layout and settings. I plan to raise this with their team and I'm confident it will be addressed soon. This is the only issue I've noticed and overall it's excellent.

“Go-to solution for aligning consolidations

Pros

Using this tool has completely aligned our reporting process. It's simple, efficient and fits our needs perfectly. It saves a lot of time and effort, easily connecting with our financial systems like Xero and QuickBooks to compile monthly management reports with ease. Its flexibility allows us to customize report layouts to align perfectly with our financial models. Setup was quick, we were up and running in under 10 minutes, saving hours compared to our previous consolidation methods. It integrates with all major apps effortlessly and the customer service team is fast, responsive and always helpful. We now use this tool every month and it's become the core of our MI reporting. The variety of time periods, data views and report styles makes it simple to present KPIs, P&L, balance sheets and cash flow exactly as needed.

Cons

I had to think carefully about any dislikes and rather than a criticism, one area for improvement would be the budgeting features. Adding revised forecasting or flexed budgets could really take the platform to the next level.

“pefect tool to centralize accounting data

Pros

I mainly use this tool to bring together accounting data from Xero and I'm really impressed by its reporting features. It gives me one place to view data from all our companies which makes it easier to prepare summaries while still being able to dig into detailed transactions when needed.

Cons

This tool handles intercompany transactions very well. But in my specific use case, it would be useful to make a manual adjustment, for example removing a transaction from only one company during consolidation, which I haven't figured out how to do yet.

“effortless Xero integration

Pros

It connects effortlessly with Xero which allows me to create consolidated accounts for two companies in our group. I'm still getting used to customizing reports from the basic templates but the AI feature is promising. I've already produced a draft set of management accounts for director approval and once finalized, I'll be able to share them monthly with all stakeholders.

Cons

I think the presentation of reports could be improved with clearer formatting such as better column and row lines. Setting up the front cover is also not very flexible at the moment.

“ideal for Xero-based consolidations

Pros

It's great being able to see results from multiple companies at once, with custom FX rates applied. That makes checking budget variances much faster. Setup and linking to Xero were simple and for me the live chat team is always helpful with questions or feature suggestions.

Cons

A few features are still missing, like running account transaction reports for multiple accounts at once. However I suggested this to the team and may be implemented soon.

“a valuable and improving tool

Pros

What really stands out is how well it handles mapping and consolidating accounts from different platforms. I manage two companies on Xero and another one manually and this tool saves me so much time. Once the reporting layout is set up, updating future reports takes almost no effort. I'm genuinely happy with how smoothly it works.

Cons

Setting things up and getting them to work exactly as desired can sometimes be a bit tough, with extra clicks and repetitive actions. However the team puts a lot of effort into continuously improving the platform and is very responsive to questions and suggestions.

“incredibly simple to get started and use

Pros

Getting started with Joiin was incredibly simple as it linked right up with our accounting system and imported all our information automatically. We had our inter-company eliminations configured and were producing consolidated group reports within 24 hours. Plus being able to create and schedule custom management reports automated our entire workflow and the time we've saved has given us one of the best returns on investment we have ever had from a tech tool.

Cons

The default Profit & Loss and Balance Sheet formats did not quite fit our needs but the custom report tool is so simple that even our non-technical accounting staff could easily build the exact reports we wanted.

“Good reporting with familiar spreadsheet tools

Pros

I like that I can still use familiar spreadsheet-like formulas while the system maintains control and consistency.

Cons

Though reporting functions are good but I feel like the main dashboard could use some enhancements to be more effective.

“fantastic for combining company reports

Pros

We have relied on Joiin for two years to combine and simplify reporting across our various companies. Customizing reports is simple, the adjusting journal entries feature is very handy and uploading several budgets and forecasts is a simple process. Overall it is a fantastic product and the team always provides quick and helpful support.

Cons

It has successfully met every goal we had in mind when we decided to purchase it.

“Easy to create reports

Pros

It is really easy to use when creating custom reports. The interface feels natural and doesn't require much learning.

Cons

I've been with this platform for years but I've started looking at other options that handle intercompany reconciliations better.

“Pulls together accounting figures from multiple entities

Pros

I appreciate how it automatically pulls together accounting figures from multiple entities in Xero and being able to drill down to individual transactions is really handy for detailed analysis.

Cons

It would be great to have a universal filter option for all dashboard charts instead of having to set filters individually for each one. That would save alot of time when you want the same filter across multiple charts.

“Quick reports

Pros

After the simple setup process, I can generate reports in seconds and smoothly switch between viewing our entire organization or specific regional segments across various timeframes. This has become an essential component of my financial reporting workflow.

Cons

The reporting options feel pretty limited. Would love more customization in how I can format and export the data.

“Great financial consolidation and detail

Pros

My favorite aspects are the financial consolidation and the ability to dig deep into the transaction details.

Cons

The dashboard filters are my main problem. I wish there was a single, master filter I could apply to every chart at once instead of having to update the date range individually for each one.

“excellent for group consolidation and reports

Pros

It is excellent for both group consolidation and creating highly customized, custom reports.

Cons

I cannot think of any specific drawbacks though it's worth noting the platform is still evolving and adding new features.

“Can generate reports in moments

Pros

I can generate reports in moments, easily switching between the entire group, specific regional segments and different timeframes.

Cons

Well I would like having more control and customization options for the final look of the exported reports.

“Time-saving report packs

Pros

I find it very easy to handle. Being able to dig into consolidated figures and see the detailed transaction breakdowns across different entities gives me excellent transparency into our financials. Having account-specific exchange rates makes equity translations so much smoother. The report packs are a real time-saver during month-end close.

Cons

Running consolidated reports is a bit of a pain since you can't use historic rates to translate equity automatically. Instead, I have to manually set exchange rates for specific account codes which takes extra time.

“Way better than the competitors

Pros

I was pretty skeptical at first since it seemed too good to be true compared to other Xero consolidation tools we looked at. But wow, was I wrong! The interface is super user-friendly and makes everything feel simple. What really impressed me is how easily I can customize report layouts to fit exactly what we need. Switching between different companies and currencies is not hard. For the price point, you really can't beat the value. Plus, the team actually listens to feedback which is refreshing.

Cons

The refresh times could be better. It takes around 5-6 minutes for a full group refresh. I'm not sure if there's room for improvement there. When you provide feedback, implementation tends to be slow though I get it considering the pricing. One thing I'd really like to see is a 3-way forecasting feature added though I know that's probably a big request!

“Great Xero integration

Pros

The Xero integration works flawlessly without any hiccups. While the standard reports cover most of what I need, creating and tweaking custom reports is quick and simple.

Cons

The adjustment features need some work and could definitely be better

“very user-friendly and saves loads of time

Pros

Setup was not a problem and it us very user-friendly, saving me loads of time compared to my old method of exporting from QuickBooks and manually working in spreadsheets. Plus the support team is active and quick to help too and the pricing is very fair.

Cons

I do not have any real complaints. Of course I have ideas for new features like any user would and the support team has always been open to hearing them.

“a perfect solution for xero users

Pros

This is a perfect solution for Xero users with multiple businesses to report on. Configuration and data import are also simple, the one-click feature for adding accounts is great and the flexibility to segment reports is very useful.

Cons

In my opinion the foreign exchange handling is a major problem. The exchange rates and balances in the platform don't match whats in our Xero accounting software which creates confusing and inconsistent reports. I think it should simply pull the final, correct numbers directly from Xero instead of trying to calculate them on its own.

“Completely resolved our reporting problem

Pros

We operate three separate entities in Xero and could never see a unified report which made analysis very difficult. But Joiin completely resolved this problem for us.

Cons

You can tell it's a newer product as it is missing some features like grouping by clients for accounts receivable. The upside is that the development team is very receptive to our suggestions for new capabilities.

“an invaluable and efficient tool for specialists

Pros

I would say it is an invaluable tool for specialists who handle financial consolidation every day. Also it is incredibly efficient.

Cons

It would be helpful to have more flexibility in how reports are displayed such as adding custom columns or using a color scale for better visual analysis.

“Userfriendly tool

Pros

It's very userfriendly and does an excellent job bringing everything together in one place.

Cons

Hard to find anything wrong since they keep rolling out new features regularly.

“Easy to use and offered at a great price

Pros

Umm I use this with QuickBooks and it gives me a simple way to pull my monthly reports together. The support team is always quick to respond and some of their newer report templates have been especially helpful !

Cons

I have no criticisms as it is very easy to use and offered at a great price.