Overview
Connect your Xero organisations and create financial reports in minutes. Joiin delivers single-entity and complex multi-entity, multi-currency consolidation with built-in intelligence and automation.
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Smarter reporting: Automate management reporting, board packs, and dashboards in one platform, removing spreadsheet-heavy processes and manual rework across reporting cycles.
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Board-ready Report Packs: Create professional report packs using prebuilt templates, visuals, branding, and automated sending, with full flexibility to tailor reporting for boards, investors, or clients.
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Powerful consolidation: Consolidate entities, currencies, and group structures using flexible charts of accounts and built-in multi-currency handling, designed for growing and complex organisations. Instant intelligence: Surface key movements, trends, and exceptions as they happen, powered by AI and automated reporting workflows that turn data into clear, decision-ready insight.
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Dashboards & KPIs: Monitor performance as it happens with live dashboards and KPIs, including budget and forecast comparisons, with fast drill-downs from consolidated results to underlying transactions across entities and currencies.
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Integrations: Bring Xero data into Joiin or work directly in spreadsheets. Integrations with Microsoft Excel, Zapier, and Joiin Connect (API) let you move Xero data into your platforms of choice, secured with enterprise-grade controls and audit trails.
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Pricing & Plans: All features are included on every plan, with unlimited users, no per-report limits, and flexible options that grow with your reporting needs. Available on monthly or annual plans.
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Reassuringly Secure: Enterprise-grade security with encrypted connections, two-factor authentication, audit trails and strict privacy controls.
joiin + Xero
Joiin pulls your account data from Xero using a quick, secure synchronisation process that runs automatically on a daily basis or on demand whenever needed. The data is then used to rapidly generate accurate consolidated reports whenever required. All the core financial data is pulled across and Joiin carefully crunches the numbers to produce a wide variety of clear financial reports and useful business KPIs.
Getting started
Click ‘Get this app’ to create your Joiin account and connect your Xero organisations.
Authorise the companies you want to include. Start your 14 day free trial and build reports, Report Packs and dashboards, schedule delivery, collaborate with your team and manage consolidations, KPIs, budgeting and forecasting - all from your Joiin dashboard.
You’ll find an easy walk through guide in the support section of this app listing, as well as videos covering set up, reporting and how-to guides on our YouTube Channel.
