Pick an account, tracking category, or supplier — or combine all three.
Drill into supported totals to review the line items and transactions behind them.
Export the filtered view to PDF, CSV or Excel for further analysis or sharing.
Vizii combines filters, drill-downs and PDF, CSV or Excel export around your latest synced accounting data.
Where departments are represented through tracking categories, use those categories to focus the view — without exporting to a spreadsheet first.
Open supported totals to review the underlying transactions and line items.
Export filtered financial views to PDF, CSV or Excel for further analysis and sharing.
Filter, investigate and export within one connected workflow.
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.
Filter, drill down and export without rebuilding the same analysis in spreadsheets. Start your 7-day free trial today.