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Joiin Unwrapped #2: New Reports, Excel Add-In, AI Insights & More

June 4, 2025

Introducing Joiin Unwrapped, your go-to update on the latest features, news and developments from the Joiin team.

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:
https://www.joiin.co/joiin-unwrapped-2/

28 May 2025. Here’s what’s new:

Your inside track on the latest features, integrations and updates from the Joiin team.

In this issue of Joiin Unwrapped, Lucien Wynn (CEO & Co-Founder) and Harry Symons (Head of Customer Success) chat through our latest feature releases, including powerful new reports and dashboards, the launch of our Excel Add-In, expanded integrations, and AI-driven insights.

With major updates now live and even more planned for Q3 2025, we’re continuing to transform financial consolidation for Xero, QuickBooks Online and Sage users.

New Reports & Dashboards – Designed Around Real Customer Use Cases

We’ve rolled out a fresh set of reports and dashboards shaped by direct customer feedback. From investor-ready reporting packs to high-level group summaries, these new tools give you faster access to the insights that matter.

Tailored to real-world workflows, they save time and boost clarity across your financial data.

Try for free

Excel Add-In – Live Joiin Data in Your Spreadsheets

Now you can work with live Joiin data directly in Excel. Our new Excel Add-In combines the power of Joiin’s consolidation engine with the flexibility of spreadsheets – ideal for deeper analysis, tailored reports, and custom workflows.

We’re gradually rolling this out.

Join the waiting list

AI-Driven FP&A Insights – Reveal Trends & Metrics in Seconds

Joiin Intelligence, our new AI-powered feature that instantly highlights trends, outliers and key financial metrics and now FP&A Insights. Whether it’s cash flow, anomalies, or growth tracking, our AI helps you zero in on what matters fast.

Joiin Intelligence

New Integrations with Pennylane & Puzzle

We’ve expanded our integrations to include Pennylane and Puzzle, opening Joiin up to even more users and data sources. These new connections make it even easier to consolidate accounts across your favourite platforms.

Connect Pennylane
Connect Puzzle

Customer-Led Feature Enhancements

Many of our recent improvements come directly from your feedback. From new customisation options to report refinements, everything is built to support the way finance teams actually work. Keep the feedback coming, we’re building Joiin with you, for you.

What’s Coming Next?

More integrations, deeper AI insights, and further reporting automation are on the way in Q3 2025. We’re continuing to push the boundaries of what financial consolidation can do, so you can report smarter, faster, and with more confidence.

Watch Joiin Unwrapped #2

Get the full story in our latest video update with Lucien and Harry.

(Un)wrapping It Up

With our new reporting and dashboards, new integrations and now with an Excel Add-in, we’re shaping a user experience that’s second to none in the Xero/QuickBooks/Sage Online space.Want to try Joiin? Start your 14 day free trial today. Unlimited users, access to all features, no credit card required.

Need a bit more info? Choose between an interactive demo or watch our pre-recorded demo here.

Why leave it there?

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