How Our AI Features Work


This article gives a quick overview of how Joiin Intelligence—our new 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.

  • 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.

  • Coming Soon: Agentic AI Chat

    A new, conversational interface that allows you to start from scratch, ask any financial question, and have Joiin generate and run the necessary reports to answer it. It remembers the context of your questions, so you can refine and continue the discussion naturally.