Financial Dashboard Features
Built for Clearer Decisions
Explore the tools finance leaders use to analyse Xero and QuickBooks data, understand financial performance, and share scoped, read-only views by account, tracking category, customer or supplier.
Everything in one place
Explore the core tools for understanding, analysing and securely sharing your financial data.
Dashboard & Analytics
- Latest synced financial overview
Select Sync to pull the latest data from your connected accounting platform.
- Customisable date ranges
Review data across the last 30 days; last 3, 6 or 12 months; last quarter; this year; last year; or a custom range.
- Paid vs Unpaid breakdowns
Instantly see what's collected and what's still outstanding across bills and invoices.
Purchases & Bills
- Supplier spend tracking
See exactly how much you're spending with each supplier and spot overspend early.
- Bill due-date alerts
Get email digests of bills coming due so nothing slips through.
- Category breakdowns
Review purchases by account code — such as insurance, payroll or legal — and drill into the underlying data.
- Purchase order management
View and filter your POs alongside bills for a complete procurement picture.
Sales & Invoices
- Revenue by customer
Identify your top customers and understand revenue concentration at a glance.
- Invoice due-date alerts
Daily reminders for overdue and upcoming invoices so you chase on time.
- Overdue tracking
Highlight outstanding invoices past their due date.
Multi-Entity Management
- Single-login multi-company
Switch between the Xero or QuickBooks companies you have connected without logging out. Each connected company is one subscription.
- Entity-scoped team access
Grant team members access to specific entities only — not everything.
Collaboration & Sharing
- Team member management
Invite finance colleagues and stakeholders, then control read-only visibility by account, tracking category, customer or supplier.
- Stakeholder dashboards
Share a scoped, read-only dashboard with investors, board members or advisors. Recipients verify their email through a one-time magic link and do not need a Xero or QuickBooks login.
- Export to PDF, CSV & Excel
Download a report as a PDF, CSV or Excel file.
- Report builder
Build custom reports and save them to reuse later.
Security & Reliability
- Encrypted in transit and at rest
Data is protected with encryption in transit and at rest.
- OAuth-only connections
We never store your accounting credentials. Connections use official OAuth tokens.
- Inactivity auto-logout
Automatic session timeout after inactivity.
- Activity audit log
Actions taken in your workspace are recorded in an activity log.
Never miss a due date again
Vizii sends you a daily email digest of bills and invoices coming due — based on your own notification preferences. Set your lookout window per entity and let the system do the chasing.
- Configurable due-date windows (e.g. 3, 7, 14 days)
- Separate settings for bills and invoices
- Per-entity notification preferences
- One digest per day — duplicate sends are merged
Notifications are due-date emails. They do not update your dashboard data — select Sync when you want the latest figures.
Go Deeper on the Features That Matter to You
Every feature below has its own page covering how it works, who it is for and the questions finance teams ask about it.