Joiin Live: Forecasting, AI & Report Packs

• Three-way forecasting (30 Sept 3pm UTC+1)

• Joiin Intelligence (28 Oct 3pm UTC)

• Report Packs (25 Nov 3pm UTC)

Each session includes a live demo, practical tips and Q&A, giving you the chance to see the features in action and put your questions directly to the Joiin team.

Register once and attend as many sessions as you like. Can’t make it live? Register anyway and we’ll send you the recordings.

Three-way forecasting in Joiin

30 September, 3pm UTC

See how to turn your actuals into a connected three-way forecast in Joiin and get a better view of what’s ahead.

We’ll show you how to build and adjust your P&L forecast, with changes flowing through to your Balance Sheet and Cash Flow. You’ll also see how Joiin Intelligence can make forecasting faster and easier.

What you’ll learn

• Build forecasts directly from your actuals

• Forecast your P&L and see the impact on Balance Sheet and Cash Flow

• Make adjustments and explore different scenarios

• See how changes flow through all three financial statements

• Use Joiin Intelligence to make forecasting faster and easier

Hosted by: Lucien Wynn, CEO & Co-founder, and Harry Symons, Head of Customer Success.

Who’s it for?
Finance teams and accountants who want a simpler, more connected way to build and manage forecasts.

Joiin Intelligence: AI in action

28 October, 3pm UTC

See AI and agents working inside Joiin, and discover how to securely connect and work with Joiin through Claude, Copilot and other AI tools.

We’ll show you Joiin Intelligence in action, how AI agents work with your financial data and how Joiin connects with the AI tools you already use.

What you’ll learn

• See how AI and agents work inside Joiin

• Discover what Joiin Intelligence can do with your financial data

• Connect Joiin securely with Claude, Copilot and other AI tools

• See real examples of AI working with your reporting data

• Understand how access to your data is governed and controlled

Hosted by: Lucien Wynn, CEO & Co-founder, and Harry Symons, Head of Customer Success.

Who’s it for?
Finance teams and accountants who want to explore practical ways to use AI with their financial data.

Report Packs in Joiin

25 November, 3pm UTC

Discover the latest Report Pack features in Joiin and see how to create polished, professional reports for management teams, boards and clients.

We’ll take you through the latest Report Pack releases, showing you how to bring your reporting together into professional packs that are ready to present and share.

What you’ll learn

• Build and structure Report Packs in Joiin

• Bring reports, KPIs, charts and commentary together

• Customise layouts, branding, covers and contents

• Explore the latest Report Pack features and releases

• Present, export and share your finished Report Packs

Hosted by: Lucien Wynn, CEO & Co-founder, and Harry Symons, Head of Customer Success.

Who’s it for?
Finance teams and accountants who produce management, board or client reports and want to get more from Joiin Report Packs.