The financial intelligence shareholders need
Vizii replaces quarterly PDF reports with a secure, read-only dashboard showing how your investments are performing.
Latest synced financial performance
Review sales, purchases, receivables and payables for the entities you are permitted to access, from the business's latest completed Sync. No more waiting for quarterly reports.
One login across your permitted entities
Switch between the entities you are permitted to access from a single login, without juggling separate accounts.
Asset and liability transparency
Clear asset and liability breakdowns for each entity you can access, with opening balances handled correctly.
Receivables and payables visibility
Review receivables and upcoming payables from the latest synced data — not just at month-end when a report lands in your inbox.
Read-only access — your data is safe
Shareholders are granted view-only access. You get full visibility into the financials without any ability to modify data, authorise payments, or change settings.
Encrypted connections, read-only access
All connections use official OAuth tokens. Data is protected with encryption in transit and at rest. Access controls mean you only ever see what you are entitled to.
Who uses Vizii as a shareholder?
From private equity to family businesses — Vizii works for any investor who wants clear financial visibility.
Private equity and venture portfolio
Switch between the portfolio companies you are permitted to access. Spot underperformance early and have informed conversations with management before quarterly board meetings.
Family business ownership
Stay informed on business performance without being involved in day-to-day operations. See sales, purchases, receivables and payables from any device.
Angel investor oversight
Monitor the financials of your investments directly — sales, purchases and outstanding receivables — without asking for reports or waiting for investor updates.
Silent business partners
Maintain visibility into your share of the business. Track the sales, purchases and outstanding balances behind it through a read-only window into the books.
What shareholders get with Vizii
Clear financial visibility into the investments you can access — secure and read-only. Start your 7-day free trial today.
- Read-only viewer access — see everything, change nothing
- Sales and purchases from the latest completed Sync
- Switch between your permitted entities from one login
- Receivables and upcoming payables
- Receivables and payables at a glance
- Secure OAuth connections — no credential sharing
- Access from any device, any time