Skip to main content

Puzzle + Joiin Integration: Multi-Entity Reporting

Multi-entity financial consolidation

Denny Hollick avatar
Written by Denny Hollick
Updated over 3 weeks ago

What is Joiin?

Joiin is a powerful multi-entity financial consolidation platform that seamlessly integrates with Puzzle. It allows you to consolidate and report on financial data across multiple entities without the complexity or cost of an enterprise resource planning (ERP) system.

Who is it for?

The Puzzle + Joiin integration is ideal for:

  • Growing businesses with multiple entities - Companies with subsidiaries, international operations, or multiple legal entities that need a consolidated view of their finances

  • Startups with complex structures - Venture-backed companies with multiple business lines or legal entities

  • Companies expanding internationally - Businesses managing operations across multiple currencies and countries

  • Accountants and bookkeepers - Professionals managing clients with complex reporting needs across multiple entities

Key Benefits

See Your Entire Business in One View

  • Consolidate unlimited entities from a single dashboard

  • Maintain the powerful automation features of Puzzle

  • Get proper accounting treatments without the six-figure costs of traditional ERPs

Save Hours with Automated Consolidation

  • Transform consolidation from a tedious manual process to an automated workflow

  • Sync data automatically across your entities

  • Generate consolidated reports with a single click

Impress Stakeholders with Professional Reporting

  • Create comprehensive financial statements across entities

  • Build credibility with investors, lenders, and your team

  • For accountants: Deliver professional report packs to clients with consistency

Scale Without Compromise

  • Add entities as you grow without changing your accounting system

  • Support for multi-currency operations with automatic conversion

  • Affordable pricing that scales with your business

How to Get Started

Setting up the Puzzle + Joiin integration takes just minutes:

  1. Sign up for Joiin

    • Visit joiin.co and start your free 14-day trial

    • No credit card required to try the service

  2. Connect Puzzle

    • In your Joiin dashboard, select "Add a Company"

    • Choose Puzzle from the list of integrations

    • Follow the authentication prompts to connect your Puzzle account(s)

  3. Set Up Your Consolidation

    • Joiin automatically maps your chart of accounts across entities

    • Review and adjust mappings if needed

    • Configure your reporting preferences and currency settings

  4. Generate Reports

    • Create consolidated P&L, balance sheet, and cash flow statements

    • Customize reports to include the entities and metrics you need

Frequently Asked Questions

Who benefits most from this integration?

Growing businesses with multiple entities, international operations, or subsidiaries, as well as accountants and bookkeepers managing clients with complex reporting needs.

How does the integration work?

Joiin connects securely to your Puzzle accounts, automatically mapping your chart of accounts and building your consolidated reporting structure.

How long does setup take?

Setup takes just minutes. Joiin automatically maps your chart of accounts and builds your reporting, though you can customize everything to your specific needs.

Can I consolidate entities that use different accounting systems?

Yes! While the integration works seamlessly with Puzzle, Joiin can also connect with other accounting systems if some of your entities use different platforms.

What currencies are supported?

The integration fully supports multi-currency operations, with automatic conversion based on your preferences.

What happens when I add a new entity?

Simply connect your new entity to Joiin. The system will automatically incorporate it into your reporting structure, with optional custom mapping if needed.

How much does it cost?

Joiin offers simple, transparent pricing starting at $24/month USD. All plans include a 14-day free trial with no credit card required, unlimited users, and multi-channel support.

Is my data secure?

Yes, Joiin uses bank-level security protocols and is fully compliant with data protection regulations. Your financial data remains secure throughout the integration process.

Need Further Assistance?

If you have additional questions about the Puzzle + Joiin integration:

Did this answer your question?