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Joiin
About Us video
- **Joiin Overview:** - Joiin is a consolidated financial reporting platform designed to simplify the process of preparing group reports for accountants and finance teams. - It addresses the challenges accountants face in consolidating data from multiple sources, offering a solution to make consolidated reporting much easier. - **Ease of Use:** - Joiin allows users to easily connect to their cloud accounting software, automating the consolidation of data and saving significant time. - The platform provides a performance dashboard for immediate visibility into key metrics, streamlining the reporting process. - **Time-saving Features:** - Joiin enables the import of budgets automatically or manual addition, allowing users to run off-the-shelf reports as needed. - Users, like Bobby and her finance team, can focus more on strategy and business growth with Joiin, saving hours each month. - **Versatile Reporting:** - Joiin generates both ready-made and custom reports, which can be included in branded management report packs. - It handles multiple currencies and conversions effortlessly, making the process of eliminations more straightforward. - **Collaboration and Accessibility:** - Joiin offers a multi-client feature that allows accountants to create separate areas for managing clients and sharing relevant reports. - The platform supports remote collaboration, letting users view and work on centralized reports in the cloud from any device, ensuring control over permissions and access levels.
Joiin
Product Walkthrough
Joiin
Demo video
- **Introduction to Joiin Demo:** - Harry from Joiin introduces a demonstration of the product, emphasizing its simplicity and speed in setting up consolidated financial reports. - **Setting up Joiin Account:** - Users start by signing up for a 14-day free trial on the Joiin platform. - The landing page allows users to add their QuickBooks, Xero, and Sage companies by clicking the "Add Company" button. - **Running Consolidated Financial Reports:** - After connecting companies, users can run consolidated financial reports easily. - The demo showcases running an off-the-shelf Profit and Loss report for selected companies, with options to customize currencies and layout. - **Managing Intercompany Transactions:** - The demonstration briefly covers managing intercompany transactions by accessing settings and chart of accounts in Joiin. - **Custom Reporting Features:** - Joiin offers custom reporting tools, including charting, formula analysis, and a powerful grouping tool. - A demonstration of a custom month-end Profit and Loss report is shown, highlighting charting, formulas, and the grouping tool's capability. - **Creating Report Packs:** - Joiin allows users to group consolidated reports into reporting packs for presentation purposes. - Users can customize these packs with logos, brand colors, and backgrounds, and choose to present on-screen or download in Excel or PDF format. - **Overview of Report Types:** - The demo scrolls through different reports within a reporting pack, including contents page, Profit and Loss, KPI reports, Cash Flow report, Balance Sheet, AR Aging report, and more. - **Conclusion and Next Steps:** - The presenter encourages viewers to start a Joiin trial through the website and invites questions or support requests via email. - The demo concludes by thanking the audience and providing information on how to initiate a Joiin trial or contact support.
