How to create Consolidated and Automated Dashboard Reports from Multiple Xero and other Cloud Accounting Softwares
In these uncertain times, managing cashflow and liquidity in a changing environment is paramount for businesses seeking to survive and strive
About this event
The power of Cloud accounting enables you to create automated reports in real time. We explore a reporting add-on called Joiin which powers you to create consolidated reports using multiple entities.
Joiin also makes consolidated financial reporting made easy by automating the way you consolidate financial, sales and KPI data. You can create eye-catching custom reports quickly and seamlessly with your Xero, QuickBooks, Sage & spreadsheets data. Collaborate quickly and easily across multiple devices from anywhere in the world. All at the touch of a button.
What will I learn
- How quick and easy it it to get set-up
- Connect to your Cloud Accounting Software such as Xero within minutes
- Create custom reports and Dashboards
- Choose the right and relevant KPIs for your business
- Manage complex intercompany eliminations and loans between companies
- Report actuals and budgets in your reports and financial presentations
Launched in 2018, Joiin is the brainchild of a talented team of experienced software professionals who saw a need in the current financial landscape for an affordable, cloud-based solution to management reporting, without sacrificing performance. Based in the UK but with a global customer base, the Joiin app is now available in the following marketplaces: Xero, QuickBooks, Sage.
About the Speakers
Harry Symons (Head of Customer Experience)
Harry heads up the customer experience team at Joiin, responsible for the end-to-end experience of new and potential clients. Harry has been with Joiin 8 months after graduating from the university of Nottingham Trent with a degree in Economics international finance and banking.
Rayhan Aleem (Founder and Managing Partner, Alpha Pro Partners)
Rayhan has previously managed finance departments of several large financial services firms in the City of London and is passionate about accounting and reporting automation for small and medium sized businesses. In his free time, Rayhan enjoys playing football and keeping fit.