Companies, Integrations and Connectors
IN THIS SECTION Signing Up with Xero Where to Sign Up Xero App Store Joiin Sign Up Page Completing the sign up process Signing In with Xero Xer...
Wed, 22 May, 2024 at 2:58 PM
TABLE OF CONTENTS Overview Viewing Groups Creating Groups Editing Groups Deleting Groups Adding Non-Financial Data Overview Company Group...
Tue, 14 Apr, 2026 at 4:44 PM
IN THIS SECTION Overview Using Non Financial Data Custom Layouts Dashboard Report Packs Loading Non Financial Data Viewing Data Adding Data Addi...
Wed, 6 May, 2026 at 11:35 AM
This guide walks you through connecting Joiin to ChatGPT using an MCP server, so you can query your financial data directly from ChatGPT. Within Joiin: ...
Thu, 2 Apr, 2026 at 10:39 AM
IN THIS SECTION What is MCP and why it's useful Joiin's MCP Server Connecting to Joiin MCP Connect Claude Desktop What You Can Ask Financia...
Mon, 16 Mar, 2026 at 8:16 AM
IN THIS SECTION Overview Excel Add-in Public API AI Connections (MCP) Zapier Overview The Joiin Integrations page is where you'll find ev...
Mon, 16 Mar, 2026 at 8:50 AM
IN THIS SECTION Overview What is a Connection? Connections and Companies Where to find Connections Adding a Connection Connection-Sourced Non-Financi...
Wed, 6 May, 2026 at 11:21 AM
When you connect to a Xero, QuickBooks or Sage company, by default Joiin pulls the data for the previous 3 and next 2 fiscal years. You can change th...
Thu, 14 May, 2026 at 10:19 AM
To add a Xero/QuickBooks/Sage company to Joiin: 1. Go to the companies page, using the left side toolbar to navigate 2. Click the Add company button...
Thu, 14 May, 2026 at 10:26 AM
There is sometimes a scenario where you cannot connect your Xero company to Joiin (it is greyed out on the company selector) because it is already connecte...
Tue, 23 May, 2023 at 2:39 PM