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What is Joiin?

Experience uninterrupted joy in financial reporting with Joiin, allowing you to minimize the time spent searching for data and navigating spreadsheets each month. This user-friendly application can be connected in just a few minutes, offering you access to data from your desk or while you’re on the move. With its highly adaptable features, you can paint an accurate picture of inter-company finances, utilizing its robust capabilities. Your data remains safe and sound with our comprehensive end-to-end security measures and multi-factor authentication protocols in place. Achieve automation in consolidation and customization without incurring hefty expenses, making it both competitive and straightforward. Joiin simplifies your tasks by enabling you to generate stunning reports and presentations, while also enhancing collaboration among team members. Our committed support team is available to facilitate a smooth transition, ensuring you are operational in no time. The extensive support package encompasses personalized onboarding, one-on-one technical assistance, and access to a dedicated help center. With straightforward and budget-friendly pricing, all features are included across every plan, coupled with built-in security to ensure your work environment remains safe. Initiate your 14-day free trial today—enjoy all the features without needing a credit card. Joiin is the go-to solution for businesses, finance teams, accountants, and advisors alike. Moreover, it proudly holds B Corp Certification, reflecting our commitment to social and environmental performance.

What is Auria?

Auria is a modern wealth-management platform designed for ultra-high-net-worth families, single-family offices, multi-family offices, and their financial advisors. By combining essential features such as portfolio management, performance tracking, client relationship management (CRM), secure document storage, data aggregation, and a multi-entity overview into one cohesive interface, it allows organizations to consolidate asset information from various sources, including public markets, private equity, real estate, art, collectibles, loans, and liabilities. This functionality creates a comprehensive "family view" that transcends generations and multiple entities. The platform includes a "Wealth Blueprint" feature that maps out complex ownership structures, trusts, and family businesses, while its advanced reporting engine supports tailored reports and a versatile client portal. Additionally, Auria's CRM and workflow tools facilitate the management of notes, tasks, and interactions within a single system. Aiming to replace outdated spreadsheet methods and fragmented technological systems, Auria is dedicated to improving scalability, transparency, and the integration of diverse data sources, ultimately giving families a more profound insight into their wealth. Furthermore, the platform's intuitive design ensures accessibility for users with varying levels of familiarity with sophisticated financial systems, making it a practical choice for managing family wealth effectively. This approach not only streamlines financial management but also fosters an environment where families can collaboratively engage in wealth planning.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Xero

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$16 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Joiin

Date Founded

2018

Company Location

United Kingdom

Company Website

joiin.co

Company Facts

Organization Name

Auria

Company Location

United States

Company Website

auriaplatform.com

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Categories and Features

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