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Joiin Pros and Cons: Top Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users appreciate the ease of use of Joiin, noting its quick implementation and user-friendly interface. (23 mentions)
Users value the comprehensive reporting capabilities of Joiin, greatly enhancing efficiency across multiple criteria and entities. (17 mentions)
Users value the reporting efficiency of Joiin, significantly saving time with seamless integration and easy report customization. (17 mentions)
Users commend the speedy and helpful customer support, appreciating quick response times and effective assistance. (14 mentions)
Users value the quick and easy report creation in Joiin, enhancing efficiency and customization for their needs. (14 mentions)
Users appreciate the ease of report customization in Joiin, streamlining multi-company reporting efficiently. (8 mentions)
Users value the seamless Xero integration and quick report customization, enhancing their multi-company reporting experience with Joiin. (8 mentions)
Users find reporting inefficiencies in Joiin, mentioning issues with presentation and lack of customization in outputs. (10 mentions)
Users miss forecasting capabilities and enhanced presentation features in Joiin, affecting report quality and customization. (10 mentions)
Users face reporting issues with formatting and layout, making the presentation of reports less effective for sharing. (10 mentions)
Users find Joiin's limited reporting capabilities frustrating, especially regarding forecasting, customization, and presentation issues. (9 mentions)
Users express concerns about formatting issues in Joiin, especially with report presentations and export quality. (5 mentions)
Users feel the dashboard refresh speed is slow and seek improvements in feature implementation and forecasting options. (4 mentions)
Users highlight that there are improvements needed in refresh speed and additional features for better functionality. (4 mentions)
Users experience delays in feedback implementation and group refreshes, impacting their overall satisfaction with Joiin. (1 mentions)
Users find Joiin to be expensive, noting slow feedback implementation and delays in refresh times can be frustrating. (1 mentions)

Top Pros or Advantages of Joiin

1. Ease of Use
Users appreciate the ease of use of Joiin, noting its quick implementation and user-friendly interface.
See 23 mentions

See Related User Reviews

James H.
JH

James H.

Small-Business (50 or fewer emp.)

5.0/5

"Intuitive and a real time saver"

What do you like about Joiin?

When we started using join it revolutionised how we manage our group reporting, saving a material amount of time across the team. It is very user frie

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Game-Changer in reporting"

What do you like about Joiin?

Joiin has been a real relief for my consolidation process, fully in line with Xero, allowing me to check my reports grouped by multiple criteria. This

2. Reporting
Users value the comprehensive reporting capabilities of Joiin, greatly enhancing efficiency across multiple criteria and entities.
See 17 mentions

See Related User Reviews

James H.
JH

James H.

Small-Business (50 or fewer emp.)

5.0/5

"Intuitive and a real time saver"

What do you like about Joiin?

When we started using join it revolutionised how we manage our group reporting, saving a material amount of time across the team. It is very user frie

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Game-Changer in reporting"

What do you like about Joiin?

Joiin has been a real relief for my consolidation process, fully in line with Xero, allowing me to check my reports grouped by multiple criteria. This

3. Reporting Efficiency
Users value the reporting efficiency of Joiin, significantly saving time with seamless integration and easy report customization.
See 17 mentions

See Related User Reviews

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Excellent product, with a very supportive, energetic team backing up in the UK"

What do you like about Joiin?

Able to provide comprehensive reporting across currencies, and multiple entities. More recently have used Joiin for reporting across 590+ entities

Roland P.
RP

Roland P.

Small-Business (50 or fewer emp.)

4.5/5

"Powerful but easy to use"

What do you like about Joiin?

The integration with Xero is seamless. The standard reports are very useful, but customised reports are quick and easy to create and edit

4. Customer Support
Users commend the speedy and helpful customer support, appreciating quick response times and effective assistance.
See 14 mentions

See Related User Reviews

AM

Alan M.

Small-Business (50 or fewer emp.)

4.5/5

"An extremely useful tool to produce client management accounts and consolidations from Xero"

What do you like about Joiin?

The support and development teams are very responsive to suggestions and development improvements are currently proceeding at a good pace. The softwa

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Cut my time spent on compiling spreadsheets for reporting down by hours!"

What do you like about Joiin?

As a company with multiple entities, using Xero accounting software, the ease of being able to compose consolidated management account information to

5. Report Creation
Users value the quick and easy report creation in Joiin, enhancing efficiency and customization for their needs.
See 14 mentions

See Related User Reviews

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Cut my time spent on compiling spreadsheets for reporting down by hours!"

What do you like about Joiin?

As a company with multiple entities, using Xero accounting software, the ease of being able to compose consolidated management account information to

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"It saves me so much time at month end and during the month"

What do you like about Joiin?

No longer having to use excel Weekly sales report

6. Customization
Users appreciate the ease of report customization in Joiin, streamlining multi-company reporting efficiently.
See 8 mentions

See Related User Reviews

Roland P.
RP

Roland P.

Small-Business (50 or fewer emp.)

4.5/5

"Powerful but easy to use"

What do you like about Joiin?

The integration with Xero is seamless. The standard reports are very useful, but customised reports are quick and easy to create and edit

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"Excellent time-saving consolidation app"

What do you like about Joiin?

Ability to eliminate accounts across the group, add new companies easily, re-fresh data in real time and alter report layouts as needed.

7. Integrations
Users value the seamless Xero integration and quick report customization, enhancing their multi-company reporting experience with Joiin.
See 8 mentions

See Related User Reviews

Roland P.
RP

Roland P.

Small-Business (50 or fewer emp.)

4.5/5

"Powerful but easy to use"

What do you like about Joiin?

The integration with Xero is seamless. The standard reports are very useful, but customised reports are quick and easy to create and edit

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Time Saver"

What do you like about Joiin?

I like being able to create merged financials for my clients that have multiple, but related, entities. It was super easy to set up and integrate wit

Top Cons or Disadvantages of Joiin

1. Inefficient Reporting
Users find reporting inefficiencies in Joiin, mentioning issues with presentation and lack of customization in outputs.
See 10 mentions

See Related User Reviews

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Joiin has been a massive time saver, that's constantly getting better"

What do you dislike about Joiin?

All minor gripes. Report packs, while a great feature and have improved over time, are a bit limiting as far as layout, exports formatting, etc. We ex

AM

Alan M.

Small-Business (50 or fewer emp.)

4.5/5

"An extremely useful tool to produce client management accounts and consolidations from Xero"

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 r

2. Missing Features
Users miss forecasting capabilities and enhanced presentation features in Joiin, affecting report quality and customization.
See 10 mentions

See Related User Reviews

AM

Alan M.

Small-Business (50 or fewer emp.)

4.5/5

"An extremely useful tool to produce client management accounts and consolidations from Xero"

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 r

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Cut my time spent on compiling spreadsheets for reporting down by hours!"

What do you dislike about Joiin?

I have not yet played around with the new reporting pack formats but I found that the presentation of the reports when converting in to a PDF pack was

3. Reporting Issues
Users face reporting issues with formatting and layout, making the presentation of reports less effective for sharing.
See 10 mentions

See Related User Reviews

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Joiin has been a massive time saver, that's constantly getting better"

What do you dislike about Joiin?

All minor gripes. Report packs, while a great feature and have improved over time, are a bit limiting as far as layout, exports formatting, etc. We ex

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Cut my time spent on compiling spreadsheets for reporting down by hours!"

What do you dislike about Joiin?

I have not yet played around with the new reporting pack formats but I found that the presentation of the reports when converting in to a PDF pack was

4. Limited Reporting
Users find Joiin's limited reporting capabilities frustrating, especially regarding forecasting, customization, and presentation issues.
See 9 mentions

See Related User Reviews

AM

Alan M.

Small-Business (50 or fewer emp.)

4.5/5

"An extremely useful tool to produce client management accounts and consolidations from Xero"

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 r

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Cut my time spent on compiling spreadsheets for reporting down by hours!"

What do you dislike about Joiin?

I have not yet played around with the new reporting pack formats but I found that the presentation of the reports when converting in to a PDF pack was

5. Formatting Issues
Users express concerns about formatting issues in Joiin, especially with report presentations and export quality.
See 5 mentions

See Related User Reviews

Verified User
U

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Joiin has been a massive time saver, that's constantly getting better"

What do you dislike about Joiin?

All minor gripes. Report packs, while a great feature and have improved over time, are a bit limiting as far as layout, exports formatting, etc. We ex

AM

Alan M.

Small-Business (50 or fewer emp.)

4.5/5

"An extremely useful tool to produce client management accounts and consolidations from Xero"

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 r

6. Dashboard Limitations
Users feel the dashboard refresh speed is slow and seek improvements in feature implementation and forecasting options.
See 4 mentions

See Related User Reviews

Verified User
A

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Cut my time spent on compiling spreadsheets for reporting down by hours!"

What do you dislike about Joiin?

I have not yet played around with the new reporting pack formats but I found that the presentation of the reports when converting in to a PDF pack was

James H.
JH

James H.

Small-Business (50 or fewer emp.)

5.0/5

"Intuitive and a real time saver"

What do you dislike about Joiin?

The actual reporting/presentation functionality is not where we need it to be so we still export the data to a Google sheet to finalise our management

7. Improvements Needed
Users highlight that there are improvements needed in refresh speed and additional features for better functionality.
See 4 mentions

See Related User Reviews

Roland P.
RP

Roland P.

Small-Business (50 or fewer emp.)

4.5/5

"Powerful but easy to use"

What do you dislike about Joiin?

The adjustment functionality could be improved

Len A.
LA

Len A.

Small-Business (50 or fewer emp.)

4.5/5

"A valuable tool for multi-currency SME groups!"

What do you dislike about Joiin?

Areas for improvement: -Refreshes aren’t instant (currently takes about 5–6 minutes for a full group refresh). Not sure if this can be improved.

8. Delays
Users experience delays in feedback implementation and group refreshes, impacting their overall satisfaction with Joiin.
See 1 mentions

See Related User Reviews

Len A.
LA

Len A.

Small-Business (50 or fewer emp.)

4.5/5

"A valuable tool for multi-currency SME groups!"

What do you dislike about Joiin?

Areas for improvement: -Refreshes aren’t instant (currently takes about 5–6 minutes for a full group refresh). Not sure if this can be improved.

9. Expensive
Users find Joiin to be expensive, noting slow feedback implementation and delays in refresh times can be frustrating.
See 1 mentions

See Related User Reviews

Len A.
LA

Len A.

Small-Business (50 or fewer emp.)

4.5/5

"A valuable tool for multi-currency SME groups!"

What do you dislike about Joiin?

Areas for improvement: -Refreshes aren’t instant (currently takes about 5–6 minutes for a full group refresh). Not sure if this can be improved.

Joiin Reviews (78)

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Joiin Reviews (78)

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4.7
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AM
Director
Small-Business (50 or fewer emp.)
"An extremely useful tool to produce client management accounts and consolidations from Xero"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

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

JB
Accountant and Business Advisor
Mid-Market (51-1000 emp.)
"Long time Joiin user thouroughly impressed with ongoing development/time savings in mth end reports"
What do you like best about Joiin?

A user since 2018. Impressed with their willingness to improve their offering, and have watched their journey thus far. Joiin has saved me hours in my month-end consolidation process from Xero. Features versatile reporting options including budget and periodical comparisons, consolidated accounts payable/receivable reports and drill down to GL transactions. It also breaks reports down to Xero tracking options, which is a great feature. Very excited for their next chapter incorporating AI, Dashboards & personlized report packs to lift the professionalism of my month-end reporting. Would strongly recommend to accounting professionals and businesses. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

No items to mention as I have been very happy with the product. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Julie, Thanks so much for your review - and for sticking with us since 2018! We're glad to hear Joiin’s saving you time and helping with your reporting. Excited to share what’s next - watch this space.

RY
CEO
Small-Business (50 or fewer emp.)
"Efficient Consolidation Tool for Multi-Entity Businesses"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

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.

JR
Finance Director
Mid-Market (51-1000 emp.)
"Just wish I'd had known about Joiin before..."
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

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.

Elliot C.
EC
Group Practice Director
Mid-Market (51-1000 emp.)
"if you want to simplify consolidation....Joiin IS the answer!"
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

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.

WS
Finance Director
Mid-Market (51-1000 emp.)
"Loving the JOIIN tool"
What do you like best about Joiin?

I primarily use JOIIN to consolidate accounting data from Xero, but its reporting functionality is truly impressive. It gives me a single platform to view information across all our companies, which is especially useful when preparing high-level commentary while still being able to drill down into the underlying details — all the way down to individual transactions. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

JOIIN does a great job of eliminating intercompany transactions. However, I have a specific use case where it would be extremely helpful to make a manual adjustment. In this case, during consolidation, I need to remove a transaction from only one company—not both sides. I haven't been able to figure out how to do this on JOIIN Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi William, Thanks for the detailed feedback - great to hear you're finding value in both the big picture and the transaction-level detail Joiin offers. Feel free to drop us a note at hello@joiin.co or the in-app chat so we can look at how best to help with your transaction query.

SG
Finance Manager
Small-Business (50 or fewer emp.)
"Brilliant tool to consolidate accounts in a group"
What do you like best about Joiin?

Links easily to Xero to enable me to produce consolidated accounts for 2 companies within our group. I am still learning how to create our reports based on the basic templates. The AI function looks good and I have managed to produce a draft set of management accounts for approval with our directors. Once approved, I will be able to share the presentation monthly to all required parties Review collected by and hosted on G2.com.

What do you dislike about Joiin?

The presentation of the reports could do with formatting so that the results are clearer to read ie. column/row lines.

Not easy to set up the front cover, options a bit limited Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Samantha, Thanks for your review. It’s great to hear how you’re getting on with Joiin and that you're already producing draft reports for the board. Sharing monthly presentations is exactly the kind of time-saver we aim for. Appreciate your comments on formatting and the front cover too - please do get in touch with customer support - we're currently rolling out the new reporting experience which would really help with your query.

Casey C.
CC
Director of Finance
Small-Business (50 or fewer emp.)
"Great solution to a difficult problem..."
What do you like best about Joiin?

Joiin does what our accounting department was unable to do after years of trying - consolidated reporting updated to the minute. If you are tired of having to create genius-level spreadsheets to show what's happening in your company, let Joiin do the work for you and look brilliant to your bosses.

Really like the simple reporting, easy to use features, and ease of which I was able to pull everything up with no need for a bunch of tutorials or videos to figure everything out. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

Sometimes refreshing the Xero link takes a while.

I've had some difficulty customizing the reports (but could be user error). Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Casey, Thanks for sharing such thoughtful feedback. We’re really pleased Joiin’s made life easier and it's great to hear setup was a breeze too. We’ve passed your thoughts on customisation and refresh times to the product team. If you want to discuss reports and customisation, our support team is here to help.

LH
Finance Director
Mid-Market (51-1000 emp.)
"Great for Easy Consolidations From Xero"
What do you like best about Joiin?

I can see multiple companies' results simultaneously, translated at custom FX rates. This makes reviewing things like variances to budget much quicker. It was very easy to set up and link to Xero and the live chat feature is great for any queries or suggested improvements. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

There are a few features missing that we would like to see, such as running account transaction reports for multiple accounts at once. This has been fed back and hopefully will be implemented soon. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi Lucy, Thanks for the detailed feedback - really pleased to hear Joiin is saving you time and helping make variance analysis easier. We’ve noted your suggestion around multi-account transaction reports and passed it to the product team. Always good to hear what would make things even better.

James L.
JL
Director
Small-Business (50 or fewer emp.)
"A great tool that continues to get better"
What do you like best about Joiin?

At the core, the ability to map and consolidate multiple company accounts - from different platforms - is brilliant. I have two companies on Xero and one that I need to upload manually. Joiin saves me a ton of effort and once I get the reporting deck where I want it, producing future updated versions is almost automatic. I really like the platform. Review collected by and hosted on G2.com.

What do you dislike about Joiin?

It can be a bit cumbersome at times to get things set up and working as you want to - a few too many mouse clicks and repetitive actions here and there. But the team seem to be putting in a lot of effort to continually improve the platform and are very responsive to questions and suggestions. Review collected by and hosted on G2.com.

Response from Kate Baker of Joiin

Hi James, Thanks for the detailed review - delighted to hear that Joiin is saving you time and streamlining your reporting. We appreciate the feedback on setup and appreciate you sticking with it. Great to hear our team has been responsive and helpful.

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