User Guides

Explore Joiin's User Guides for step-by-step instructions on using our financial consolidation reporting software. From setup to advanced tips, streamline processes and create custom reports with ease.

AI Assistant
IN THIS SECTION Overview How It Works Sample Questions Chat History Overview The AI Assistant is an Agentic LLM (Large Language Model) Chat too...
Sun, 21 Sep, 2025 at 7:06 AM
Customer Success Stories with Joiin
Explore how some of our customers utilise Joiin to power smarter, faster reporting.  Solving Consolidation Challenges for a Nasdaq-Listed Company: Insight...
Tue, 23 Sep, 2025 at 12:41 PM
Custom Layouts - Auto-Include Rules
IN THIS SECTION Overview Types of Auto-Include Rules 1. Add based on Account Type 2. Add based on Account Name Matching 3. Add based on System Account...
Wed, 12 Nov, 2025 at 10:44 AM
Build Report Agent
You can use Joiin Intelligence AI to build Reports and Report Packs for you. Simply describe what report you need and Joiin will build the report or pack...
Wed, 14 Jan, 2026 at 12:21 PM