Group reporting for accountants and bookkeepers
Consolidate client groups in minutes and charge for the insight, not the spreadsheet.
Quick answer
Accounting practices with multi-company clients need reporting software that consolidates accurately, covers every ledger their clients use, and doesn't charge per user. Joiin fits that brief: multi-client access, unlimited users, reports and clients, and support for Xero, QuickBooks, Sage, MYOB and more, priced by the number of companies you report on.
The practice problem
Single-company clients are well served by Xero and QuickBooks reports. Clients with a holding company, a property SPV and a trading company are not: someone in the practice rebuilds a consolidation spreadsheet every month or quarter, usually at a fee that doesn't cover the time.
What to look for
- Multi-client access with permissions, so clients can log in to their own reports.
- Report templates you build once and reuse.
- Branded packs in PDF or Excel.
- Pricing that scales with companies, not staff.
Turning consolidation into an advisory service
Once group reporting is automated, monthly group management accounts become a fixed-fee service you can deliver in an hour. Pair them with our board report structure and a monthly review call.
Compare options in best reporting software for accountants and Joiin vs Spotlight.
Frequently asked questions
Do clients need their own logins?
Not necessarily. With Joiin you can share reports or invite client users, and users are unlimited on every plan.