Simple Financial
Dashboard Pricing

Yes — every plan starts with a 7-day free trial, with all features included. No credit card required to get started.

Upgrades take effect immediately. You'll be charged a prorated amount for the remainder of your current billing period — only the difference between your old and new plan, not the full new price. The charge is collected right away to your card on file.

Downgrades take effect at the start of your next billing cycle.

An entity is a single company or organisation in Xero or QuickBooks that you connect to Vizii. Each connection to a separate accounting file counts as one entity.

Each subscription covers one connected Xero or QuickBooks company. To connect another company, add another subscription.

Yes — annual billing saves you 20% compared to paying month-to-month. You'll be charged once per year upfront.

Yes. Cancel from your billing settings at any time. Access continues until the end of your current billing period. Unused time is not refunded.

Yes — Vizii connects to both. Each subscription covers one connected company, so a Xero company and a QuickBooks company are two separate subscriptions rather than two connections on a single plan.

Yes. We connect to Xero and QuickBooks via official OAuth tokens only — we never store your accounting password. All data is encrypted at rest and in transit.