Introducing Joiin AI: Instant intelligence built in

Finance teams want faster answers, clearer commentary, and reporting that keeps pace with the business. To support this shift, we are introducing Joiin AI, powered by our new Joiin Intelligence engine. It brings real time insights and analysis directly into the Joiin platform, to help you report smarter and stay ahead of performance shifts.

You’ll start to see the Joiin AI icon across reports, report packs, and dashboards from today. Wherever the icon appears, you can ask questions, generate summaries, or get help structuring your reporting. Everything runs within a secure, controlled, and fully auditable environment aligned with our AI and data policies.

Smarter reporting as part of your workflow

Joiin Intelligence is designed to work quietly in the background until you need it. It draws on financial and non financial data, checks the context, and returns clear explanations linked back to the underlying numbers. Whether you report at entity level, across multiple entities, or through a wider operational dataset, Joiin AI helps surface what matters.

You can ask about trends, anomalies, performance movements, or variances. You can generate narrative commentary for any report. You can even create a full report pack simply by describing its audience and purpose. Joiin AI recommends sections, layouts, KPIs, and time periods, giving you a strong starting point without the blank page.

What you can do from day one:

Ask Joiin AI
• Ask natural questions about performance, movements, variances, and trends.
• Review both financial and non financial data in one place.
• Receive explanations that point back to the source data.

Joiin AI Report Pack Builder
• Describe the purpose of your pack and the intended audience.
• Receive recommended structures, layouts, reports, and KPIs.
• Build packs more quickly and focus on the insights that matter.

AI generated summaries
• Produce narrative commentary with a single click.
• Highlight key movements, risks, and discussion points.
• Support board, client, and stakeholder reporting.

Helpful prompts to try:

Financial
• What is my cash position right now?
• Show me revenue for this quarter
• What are my top five expenses this year?
• Which customers drove the most revenue in Q4?

Multi entity
• Which entities are most profitable this quarter?
• Compare revenue across all companies
• Show consolidated versus individual performance

Variance
• What changed most compared with last month?
• Show budget variances for this quarter
• Which accounts are over budget?

Operational and combined data
• What is revenue per employee?
• How does headcount affect EBITDA?
• How many months of cash runway do we have?

Pack building
• Board pack for quarterly review
• Investor update with commentary
• Profitability analysis with margin trends
• Year end financial statements
• Aged receivables and payables summary

You can also ask broader questions such as:
• Explain this for a non finance audience?
• What should I focus on next?
• Summarise the top three risks and opportunities this quarter

Coming soon

More updates are on the way, including enhanced report pack building and further text generation improvements coming this month.

Built for  finance teams

Reporting is becoming more frequent, more narrative driven, and more closely tied to decision making. Joiin AI supports this shift by turning connected data into clear answers and commentary, freeing up time for higher value work.

It’s built for financial and operational reporting. You can run eliminations, consolidate entities, track KPIs, and combine non financial metrics such as headcount or student numbers. The result is richer insight without adding more manual effort.

Joiin works through approved integrations including QuickBooks, Xero, Sage, Zapier, and wider data sources. The platform is fully controlled and auditable with finance grade security, and our AI policy sets out exactly how data is handled and protected.

CFOs: Create board packs more quickly, highlight risks and opportunities with ease, and spend more time on decisions rather than descriptions.

Finance Managers and Controllers: Turn variances and anomalies into clear explanations. Reduce ad hoc questions and keep analysis flowing at the pace of the business.

Accountants and Outsourced Finance Teams: Standardise the overall process while tailoring each output to your clients. Produce consistent, high quality reports at scale.

Operational and Non Finance Leaders: Combine financials with metrics like headcount, unit volumes, or student numbers. Ask simple questions to understand what changed and why.

A new layer of intelligence in Joiin

Joiin AI brings clear, confident analysis into the tools you already use. It saves time, helps you close faster, and supports deeper insight without adding more manual work.

These new features are available now. Look for the icon across your reports to get started.

Ready to give Joiin a try? Start a 14 day free trial today. You’ll get full access to every feature, with no credit card required.