Forecasting is now live in Joiin

Joiin has launched a new forecasting feature that enables accountants, bookkeepers and finance teams to create fully connected Profit & Loss, Balance Sheet and Cashflow forecasts directly from live financial data. Rather than building and maintaining separate spreadsheet models, users can now generate forecasts within the same platform used for reporting and consolidation.

The new functionality allows firms to create forecasts from historical trends, growth assumptions, manual inputs or AI-generated forecasting rules. A key benefit is that all three financial statements remain linked, meaning any change to revenue, costs or assumptions automatically flows through to projected cashflow and financial position.

For firms managing multiple entities, forecasting can also be applied across consolidated groups, eliminating the need to export data and rebuild models whenever figures change. Users can forecast for up to 60 months and refresh forecasts as new actual data becomes available.

For accountants and advisors, this creates an opportunity to deliver more proactive planning and advisory services, helping clients understand future cash requirements, growth scenarios and business performance using connected, up-to-date financial information.

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