Business & Operations

Joiin

Financial reporting and multi-entity consolidation software that connects to Xero, QuickBooks, and Sage, with AI insights

financial reportingconsolidationaccountingXeroQuickBooks

4.5 / 5Open Site

Joiin automates financial and operational reporting and consolidation across multiple entities. It connects to accounting tools including Xero, QuickBooks, Intuit Enterprise Suite, Sage, MYOB, FreeAgent, Puzzle, Pennylane, Zoho Books, and Fortnox, as well as spreadsheets, and builds consolidated reports in minutes. It handles chart of accounts mapping, intercompany eliminations, multi-currency reporting with automatic FX conversion, budgets, forecasting, dashboards, and branded report packs you can present live or export to PDF, CSV, or Excel. Joiin Intelligence is its AI layer, with AI chat and summaries that surface trends and anomalies, AI agents on higher plans, and an MCP connection that lets Claude, ChatGPT, and other AI assistants use your Joiin data on the Max plan. Every plan includes unlimited reports, users, and clients, so accountants can manage many clients under one subscription. Pricing is based on the number of companies, with a 14-day free trial and no credit card required. The company says it is trusted by 65,000 organisations.

Best for: CFOs, finance teams, accountants, and bookkeepers who report across multiple entities or clients and want consolidated, shareable reports from Xero, QuickBooks, or Sage without manual spreadsheets
Pricing: 14-day free trial, no credit card; priced by number of companies, billed annually per month: 1 company $23, 2 companies $29, 5 companies $57, 10 companies $92, 20 companies $139, 50 companies $174, 100 companies $252 (monthly billing $28, $36, $70, $111, $167, $217, $336); 100+ companies from $336/mo plus $2.80 per company; every plan includes unlimited reports, users, and clients; Core, Pro, and Max tiers add features such as forecasting, multi-currency, AI agents, API, and MCP

Pros

Consolidates multiple entities with COA mapping, intercompany eliminations, and automatic FX conversion
Connects to Xero, QuickBooks, Sage, MYOB, FreeAgent, Pennylane, Zoho Books, and more, plus spreadsheets
Unlimited reports, users, and clients on every plan, which suits accountants managing many clients
Joiin Intelligence adds AI chat and summaries on every plan, with a 14-day free trial and no credit card

Cons

Pricing scales with the number of companies, so large groups pay more as entities are added
Forecasting, multi-currency reporting, Excel Add-in, and AI agents need the Pro plan, and API and MCP access need Max
White labelling is listed as coming soon, so client-branded portals are not available yet
The AI features analyze your accounting data, so check the company's AI policy before connecting sensitive financials

Core features

• Multi-entity consolidation with COA mapping and intercompany eliminations
• Multi-currency reporting with automatic FX conversion
• P&L, balance sheet, cash flow, trial balance, KPI, and ageing reports
• Budgets and forecasting
• Real-time dashboards and branded report packs
• Joiin Intelligence: AI chat, summaries, and agents
• Integrations with Xero, QuickBooks, Sage, MYOB, FreeAgent, and others
• Excel Add-in, API, Zapier, and MCP on higher plans

Use cases

1. Consolidating several companies into one group P&L and balance sheet
2. Producing branded client or board report packs from Xero or QuickBooks data
3. Comparing budget and forecast to actuals across entities
4. Letting an accountant manage reporting for many clients under one subscription
5. Asking an AI assistant to summarize trends and anomalies in group finances

How to use

Start the 14-day free trial, connect your accounting software or spreadsheets, map your charts of accounts across companies, add intercompany eliminations if needed, then build or customize reports and share them as live dashboards or exported PDF, CSV, or Excel packs.

Pricing plans

Core

From $23/mo for 1 company (annual billing)

• Unlimited reports, users, and clients
• COA mapping and eliminations
• Budgets and dashboards
• AI chat and summaries

Pro

Same company-based pricing

• Forecasting and multi-currency
• Excel Add-in
• Non-financial data and Stripe
• AI agents

Max

Same company-based pricing

• Advanced FX with your own rates
• API and Zapier
• MCP for AI assistants
• White labelling (coming soon)

FAQ

Is Joiin free?

There is a 14-day free trial with full access and no credit card required. After that you choose a plan based on the number of companies.

How much does Joiin cost?

On annual billing, plans start at $23 a month for 1 company, $29 for 2, $57 for 5, $92 for 10, and $139 for 20. Monthly billing starts at $28 for 1 company.

Which accounting tools does it connect to?

Xero, QuickBooks, Intuit Enterprise Suite, Sage, MYOB, FreeAgent, Puzzle, Pennylane, Zoho Books, and Fortnox, plus spreadsheets.

Does it have AI features?

Yes. Joiin Intelligence provides AI chat and summaries on every plan, AI agents on Pro and Max, and an MCP connection to AI assistants on Max.