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How Our AI Features Work


This article gives a quick overview of how Joiin Intelligence—our AI-powered feature—works. If you’re technically curious, we’ve also included a brief explanation of the underlying technology.

What Are Large Language Models?


Before diving into how Joiin Intelligence works, it helps to understand what powers it: Large Language Models (LLMs).


LLMs are advanced AI systems, like ChatGPT or Claude, trained on vast amounts of text to understand and generate human-like language. They can interpret context, answer questions, summarise data, and more—all based on the input they’re given.

How Joiin Uses AI


Joiin Intelligence is powered by AWS Bedrock, a service that provides secure access to top-tier LLMs like Claude (from Anthropic). When you ask Joiin Intelligence a question, here’s what happens behind the scenes:

  • We send relevant context and data from your reports to Claude via Bedrock.

  • Claude uses that context to generate more accurate, insightful answers.

  • You get meaningful responses that relate directly to your financial data.


This allows Joiin Intelligence to go beyond generic AI tools and give you answers that are tailored to your numbers and reports.

How Secure Is My Data?


All AI operations in Joiin run within our secure AWS environment via AWS Bedrock. This means:

  • Your data never leaves our cloud infrastructure.

  • No third-party services ever receive direct access to your data.

  • Everything is processed with the same enterprise-grade security standards we apply across the platform.


(For more details, see our Security Policy.)

Where You Can Use Joiin Intelligence


You’ll find AI features embedded across the app:

  • In Reports

    Click the AI button when viewing any report to get instant insights and analysis based on the report’s contents. More Info.

  • In Report Packs

    When editing a Report Pack, you can add text blocks powered by AI. These generate intelligent commentary or summaries based on the surrounding reports and charts. More Info.

  • Agentic AI Chat Assistant

    A conversational interface that allows you to start from scratch, ask any financial question or usage question. Joiin Intelligence will answer your questions by querying your data - it will also, if guided, invoke Joiin Intelligence Agents such as Report Builder, COA Mapper, Eliminations Creator. It remembers the context of your questions, so you can refine and continue the discussion naturally. More Info.

  • AI Report Builder
    Build Joiin reports by describing what you require rather than selecting from filters etc. Full report packs can be built. More Info.

  • Chart of Accounts
    On the Chart of Accounts page you can use the COA Mapper agent to find accounts that are candidates for merging, re-classifying or renaming and have it make the changes for you. Just click on the COA Suggestions button to invoke the agent.

  • Chat with Us (Support)
    Our AI Chat Assistant is also available when you contact support by clicking on the Chat with Us link in the menu. You can ask any question of the powerful AI tool and can talk to a human at any time if you're not getting what you need.



Joiin Intelligence AI Agents

AI agents are specialised assistants inside the chat that make changes to your Joiin setup on your behalf, with your explicit go-ahead. Each agent is purpose-built around a specific task — like creating eliminations, or tidying up your chart of accounts — and only operates within that scope. You'll never get a write happening unexpectedly: the agent confirms what it's about to do, then shows you exactly what changed.


What AI agents can do


Build Report agent

Available from the chat, or via the Build Report button at the top of the Reports page. Describe what you need and the Build Report agent will:

  • Generate a single report with sensible defaults applied
  • Generate a Report Pack with multiple reports and charts
  • Refine an existing draft if the first result isn't quite what you wanted


What it builds is saved to your Saved Reports & Packs area — refine it from there, or return to the prompt and ask for changes. Recent prompts are kept below the prompt box for quick reuse.


Example prompts:

  • "Build a board pack for Q1 with P&L, balance sheet, and cash flow"
  • "Show me revenue by entity for the last 12 months"
  • "Create a quarterly KPI pack for our investors"


If you are running the agent from the AI Chat, once the report has been built, a tile with a link to the report will appear in the chat. Click on that link to open the report - your chat will appear in a popup so you can view the report and continue the chat to further refine if needed.



For more detail, see the Build Report Agent guide.



As well as answering questions, Joiin AI can build Reports and Report Packs for you directly within the chat. If you describe a report you need — for example "show me a P&L for Joiin Ltd for March 2026" or "build me a board pack with P&L, Balance Sheet and KPIs" — Joiin AI will hand the request off to the Build Report agent and return a link to the finished report or pack right inside the conversation.


The link appears as a tile within the chat. Click Open on the tile to view the live, interactive report — with all the filtering, drill-down, sharing and export options available on any other Joiin report. Depending on the type of report it is also saved automatically to your Saved Reports & Packs area, so you can return to it at any time.


You can carry on the conversation to refine the report — for example "add a comparison with last year" or "include the Cashflow report too" — and Joiin AI will produce an updated link.


For more on what the Build Report agent can do, see the Build Report Agent article.



Elimination agent

Available from the chat. Ask the elimination agent to set up intercompany eliminations and it will:

  • Create new elimination sets
  • Build elimination groups by account or by contact, across multiple companies
  • Add account-level exclusions
  • Optionally include a netting adjustment


Example prompts:

  • "Set up an intercompany loan elimination between Acme UK and Acme Ireland"
  • "Exclude the 'Sales – internal' account from consolidated reports"
  • "Create a new elimination set called 'Excluding intercompany dividends'"


For background on how eliminations work, see the Eliminations guide.


Chart of Accounts agent

Available from the chat, or via the COA suggestions button on the Chart of Accounts page. Ask the Chart of Accounts agent to clean things up and it will:

  • Scan for duplicate accounts that could be merged
  • Scan for accounts that look misclassified (e.g. an expense sitting under revenue)
  • Merge accounts under a single primary
  • Change an account's type
  • Unmerge accounts that were previously consolidated


The duplicate and misclassification scans are AI-powered — useful as part of an onboarding tidy-up, or whenever a new company has been connected.


Example prompts:

  • "Find any duplicate accounts in my chart of accounts"
  • "Are any of my accounts in the wrong category?"
  • "Merge 'Bank Charges' and 'Bank Fees' under 'Bank Charges'"


For background on the chart of accounts itself, see the Chart of Accounts guide.



How agents work safely

Every agent does three things:

  1. Confirms before acting. The agent describes the change in plain English and waits for your explicit "yes, go ahead" before writing anything. Diagnostic questions never trigger a write.
  2. Verifies after acting. Once the change is made, the agent checks the result against what it intended and tells you honestly whether it succeeded or was rolled back.
  3. Shows you what changed. No silent writes. You always see which accounts, sets, or groups were touched.


What's coming next

This is the first step in a broader agent rollout. Next up: diagnostic agents ("why is my balance sheet out by £6,002?"), reconciliation, and collections. Each will be built on the same confirm–verify–show-you-what-changed foundation, so the experience stays consistent as the surface grows.