Analysis without the spreadsheet grind

Financial Analysis Software
for Xero & QuickBooks

Filter financial data by account, tracking category or supplier, drill into supporting line items, and export filtered views to Excel—without rebuilding reports manually.

Fast filtering
Analyse by account, tracking category or supplier
Export
To PDF, CSV or Excel
Flexible analysis
Filter by account, tracking category or supplier
Latest synced data
Select Sync to pull the latest Xero or QuickBooks data

How it works

1

Filter

Pick an account, tracking category, or supplier — or combine all three.

2

Drill down

Drill into supported totals to review the line items and transactions behind them.

3

Export

Export the filtered view to PDF, CSV or Excel for further analysis or sharing.

Financial analysis without rebuilding reports

Vizii combines filters, drill-downs and PDF, CSV or Excel export around your latest synced accounting data.

Analyse financial data by account code, tracking category or supplier

Where departments are represented through tracking categories, use those categories to focus the view — without exporting to a spreadsheet first.

Drill into supporting line items

Open supported totals to review the underlying transactions and line items.

Export filtered financial views

Export filtered financial views to PDF, CSV or Excel for further analysis and sharing.

Reduce manual report-building

Filter, investigate and export within one connected workflow.

Work from your latest synced data

Select Sync when you need to pull updated data from Xero or QuickBooks.

Connect your books through the Xero integration or the QuickBooks integration, explore the same data as interactive financial dashboards, and pass a filtered view on through secure financial sharing. Practices running this across several client files can see how accountants use Vizii.

Skip the manual report-building

Filter, drill down and export without rebuilding the same analysis in spreadsheets. Start your 7-day free trial today.

  • Filter by account, tracking category, or supplier
  • Drill into supported totals to reach the line items behind them
  • Export filtered views to PDF, CSV or Excel
  • Based on your latest synced data
  • Reduce repetitive manual report-building

Get to the answer faster.

Filter, investigate and export your financial data through one clear workflow.

No credit card required.