Add live data to Excel with the Joiin Add-in

If Excel is where you like to think and build, good news. You can bring your Joiin data into Excel with our new Add-in. It plugs live numbers into your spreadsheets, so your models stay the same and your data stays fresh.

What it does

Joiin’s Excel Add-in brings single and multi-entity data into Excel in real time. Your sheets stay current. Your formulas and layouts stay the same. Month-end feels simpler and you can continue to work in Excel.

At a glance

• Real-time, consolidated, always-synced figures from Joiin

• Fewer manual steps and fewer errors

• Your Excel workflow, powered by trusted data

Why it helps

Plenty of teams prefer to analyse and present in Excel. Our new Excel Add-in supports that choice. No exporting. No version drift. No rebuilding reports.

Popular ways to use it

• Pull live data into Excel
  Keep your board packs and management reports. Refresh everything with one click.

• Custom reporting, your way
  Link cash flow models and schedules to live balances from Joiin.

• Blend financial and non-financial metrics
  Bring revenue, headcount and operational KPIs into the same view.

• Audit-friendly
  Trace every figure back to Joiin for review and compliance.

• Forecasts and scenarios
  Drop fresh actuals into your models each month without starting again.

Who will find this useful

• Business owners, CFOs and finance teams reporting on single or multiple entities

• Accountants who want flexible client reporting with a clear audit trail

• Teams that use Excel but want live reporting and consolidation under the hood

Getting started

You’ll need a Joiin account to get started. Start your 14 day free trial. 

• In Joiin choose Excel Add-in in the left-hand navigation

• Or you can Install from Microsoft AppSource 

• Need a hand? Our support guide covers install, setup and your first refresh.

Included with your plan

The Excel Add-in is included for free with an active Joiin subscription.