Financial clarity, without the learning curve
A clear dashboard designed to help business owners understand key financial figures.
Know what's due before it's a problem
See bills coming due and invoices going overdue in one glance, while there is still time to act on them.
Understand your numbers without accounting training
Turn accounting data into clear charts and financial views designed for business decisions.
Share relevant data, not everything
Share relevant financial data with managers, co-founders or investors through controlled, read-only access by account, tracking category, customer or supplier.
Never miss a due date
Get email reminders about bills and invoices coming due, so nothing slips through the cracks.
Set up in minutes
Connect Xero or QuickBooks in under 2 minutes, select Sync to pull the latest data, then review your dashboard.
Who uses Vizii as a business owner?
From first-time founders to growing teams — Vizii keeps everyone close to the numbers.
First-time founders
Get a clearer view of key financial figures before deciding when specialist finance support is needed.
Owner-operators
Review invoice and bill information from your latest completed Sync in one clear dashboard.
Growing teams
Give managers controlled, read-only access to only the financial data relevant to their responsibilities.
Businesses raising capital
Share a controlled, read-only dashboard based on the latest synced data with permitted investors or advisors.
Understand the figures behind day-to-day business decisions
Review what's owed, overdue and coming due in one clear dashboard. Start your 7-day free trial today.
- Dashboard data from your latest completed Sync
- Clear financial views rather than accounting reports
- Supported bills and invoices with due and overdue status
- Granular read-only sharing by account, tracking category, customer or supplier
- Xero or QuickBooks connection in under 2 minutes
- 7-day free trial, no credit card required
See the interactive financial dashboards an owner reads, how secure financial sharing scopes each view, and the Budget vs Actual dashboard. Connect Xero or QuickBooks, then check pricing.
Business owner questions
You select Sync. Vizii shows the data from your last completed Sync until you run another one, so nothing changes under you while you are reading a figure.
No. Vizii turns Xero or QuickBooks data into charts and financial views built for business decisions rather than accounting reports. It does not replace advice from your accountant.
No. Invited viewers verify their email through a one-time magic link and receive read-only access to the dashboard view you assigned them.
Yes. Read-only access can be scoped by entity, account, tracking category, customer or supplier, so a manager sees only the financial data relevant to their responsibilities.
Each subscription covers one connected Xero or QuickBooks company. Plans differ by how many users that company allows — from 2 users up to unlimited users. To connect another company, add another subscription.
All features, for 7 days, with no credit card required.
You can review financial data by last 30 days, last 3, 6 or 12 months, last quarter, this year, last year, or a custom date range.