Vizii adds clearer analysis and controlled sharing to connected Xero and QuickBooks data. It does not replace your accounting or practice-management software.
Reduce repetitive client reporting
Work with connected client entities from one dashboard based on the latest completed Sync.
Your connected client companies, one login
Manage permitted connected client entities from one workspace, switching between them without logging into each accounting file separately.
Filters that cut repetitive report preparation
Filter supported financial views by account, tracking category, customer or supplier — individually or combined — to reduce repetitive report preparation.
Export in one click
Export supported filtered views to Excel, CSV or PDF for further analysis, workpapers or client reporting.
Share scoped views with clients
Give clients controlled, read-only access to relevant entities, accounts, tracking categories, customers or suppliers without sharing accounting-platform credentials.
Your data as it stands in Xero or QuickBooks
Vizii shows your Xero or QuickBooks data as it is, read-only, from the latest completed Sync.
Built for multi-client practices
Manage financial visibility across permitted connected client entities from one workspace.
Each subscription covers one connected Xero or QuickBooks company. See pricing for user limits and how to add another company.
Who uses Vizii as a practice?
From solo bookkeepers to multi-partner advisory firms.
Bookkeeping practices
Track your connected client companies' day-to-day financials without logging into each file separately. Each connected company is one subscription.
Advisory & fractional CFO firms
Analyse supported client views and export available data for advisory work.
Tax & compliance teams
Review supported underlying details and export available data to Excel, CSV or PDF using the latest completed Sync.
Client-facing partners
Share a controlled, read-only dashboard before a client review and reduce repetitive presentation preparation.
Run your practice from one workspace
Bring connected Xero and QuickBooks client entities into one workspace for supported filtering, export and controlled sharing. Start your 7-day free trial today.
- A connected-client workspace across Xero and QuickBooks
- Granular filters by account, tracking category, customer or supplier
- Supported export to Excel, CSV or PDF
- Controlled, read-only sharing with clients
- User-initiated Sync — you choose when data is pulled
- 7-day free trial, no credit card required
See the product behind the practice workflow: financial analysis software, interactive financial dashboards and secure financial sharing. Connect a client through Xero or QuickBooks, and check pricing for plan limits.
Practice questions
Yes. Each subscription covers one connected Xero or QuickBooks company, so a practice adds a subscription per client company and switches between the ones it has connected from a single login. See Pricing for the user limit on each plan.
Connect the client's Xero or QuickBooks company through official OAuth, then select Sync to pull the available data. Vizii shows the data from the latest completed Sync until you run another one.
No. Vizii shows your Xero or QuickBooks data as it is, read-only, from the latest completed Sync. It never writes anything back to the accounting platform.
No. Each connected company is reviewed on its own. Vizii does not combine or compare figures across client companies.
Account, tracking category, customer and supplier — individually or combined. Reporting periods cover last 30 days, last 3, 6 or 12 months, last quarter, this year, last year, or a custom date range.
Excel, CSV and PDF. A filtered view exports in one click for further analysis, workpapers or client reporting.
No. Invited viewers sign in with a one-time email magic link and receive read-only access to the view you assigned them. You never share accounting-platform credentials.
Read-only access can be scoped by entity, account, tracking category, customer or supplier, so each recipient sees only the financial data you assigned.
All features, for 7 days, with no credit card required.