Financial Dashboards for Xero & QuickBooks

The Calm Control Room
for Your Business Finances

Vizii turns your Xero or QuickBooks data into clear, interactive dashboards so you can see how the business is really doing and share it safely with the people who need it.

No credit card required·Xero & QuickBooks integration·Secure read-only sharing
Company overviewLive · Xero
12MQTDMTD
Revenue
£1.42m
▲ 8.4% vs LY
Gross margin
41.6%
▲ 1.2 pts
Cash position
£318k
— flat
Receivables
£204k
32 days avg
Revenue vs expenses
monthly
Cash flow
rolling 12
why vizii

A lighter way to run finance

Most financial reporting tools are built for accountants. Vizii is built for everyone who has to make decisions with the numbers — owners, finance leads, and the teams around them.

Understand Your Numbers, Not Just Your Reports

Dashboards that show what changed and why, instead of a wall of accounting line items you have to decode first.

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Share Financial Data Securely

Give investors, advisors and managers read-only access to exactly the views they need — nothing more.

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Faster Financial Analysis

Filter, drill in and compare periods in a few clicks. No exports, no rebuilding the same spreadsheet every month.

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Better Business Decisions

When everyone is looking at the same clear picture, decisions about cash, pricing and spend get made sooner.

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product overview

Get to know Vizii

Connected dashboards, interactive reports and secure sharing — in one place.

01

Real-Time Financial Dashboards

Your revenue, margin and cash position update as your accounting data does. Open the dashboard and the current picture is already there.

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02

Track Your Most Important KPIs

The measures that actually run the business, tracked over time and comparable period to period.

Revenue
Profit
Gross margin
Expenses
Cash flow
Receivables
Payables
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03

Interactive Reports

Click into any figure to see what's behind it — by month, department or account — without leaving the report.

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04

Export & Share With Confidence

Send a link or a clean PDF. Every recipient sees the same, current numbers presented the same way.

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05

Vee — Your AI Financial Assistant

Ask a question in plain language and get an answer drawn from your own connected data, with the figures it used.

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06

Xero & QuickBooks Integration

Connect your accounting software once. Vizii reads your data and keeps every dashboard in sync from then on.

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Company overviewSynced
Revenue
£1.42m
Profit
£318k
Margin
41.6%
Trend
Monthly actual
secure sharing

Everyone sees what they should. Nothing else.

Sharing financial data shouldn't mean giving everyone access to your accounting system. Vizii lets you hand out exactly the view each person needs.

Secure Read-Only Access
No Xero or QuickBooks Login Required
Control What You Share
One Dashboard, Everyone Aligned
Shared accessInvite
JM
Investor board pack
3 dashboards · no ledger access
View only
AR
Ops manager
Departmental spend only
View only
TC
External accountant
P&L, balance sheet, cash flow
View only
Recipients never need a Xero or QuickBooks login

Built for Every Financial Decision-Maker

For Business Owners

See how the business is performing without waiting for a report or reading an accounting statement.

For CFOs & Finance Leaders

One current view of performance to take into the board meeting, and a safe way to share it.

For Finance Teams

Less time rebuilding the monthly pack, more time on the analysis people actually ask for.

For Accountants

Give every client a clear dashboard of their own numbers, without handing over system access.

customers

What our customers say

“

We stopped rebuilding the monthly reporting pack. The numbers are just there, and everyone is looking at the same ones.

Name Surname
Role, Company
“

Sharing a read-only dashboard with our investors replaced a whole email thread of spreadsheets.

Name Surname
Role, Company
“

Our clients finally understand their own figures. That conversation used to take an hour every month.

Name Surname
Role, Company
how it works

Three steps to a clear picture

1

Connect Your Accounting Software

Authorise Xero or QuickBooks in a couple of minutes. Read-only, no setup project.

2

Explore Interactive Dashboards

Your KPIs, P&L and cash flow are built for you. Filter and drill in wherever you want detail.

3

Share Insights & Make Better Decisions

Invite the people who need the numbers, scoped to what each of them should see.

FAQ

Vizii is a financial dashboard and reporting tool that connects to your accounting software and turns your data into clear, interactive dashboards you can share securely.

Turn Your Financial Data Into Better Business Decisions

Connect your accounting software and see your first dashboard today. No spreadsheets, no implementation project.

Connect in Minutes·Secure Financial Sharing·Xero & QuickBooks Integration·Built for Accountants, Finance Teams & Business Owners