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 overviewXero
Last 12 MonthsLast QuarterThis Year
Sales
$1.42m
▲ 8.4% vs LY
Purchases
$1.10m
▲ 6.1% vs LY
Receivables
$204k
32 days avg
Payables
$146k
18 days avg
Purchases
monthly
Vizii dashboard bar chart of monthly purchases across the last twelve months
Sales trend
rolling 12
Vizii dashboard line chart of the rolling twelve-month sales trend
product tour

See Vizii in action.

SEE IT IN ACTION

One dashboard. Everyone sees only what they should.

Pick a person to see exactly what they'd get, scoped by account or by Xero tracking category. Read-only, with no Xero login.

Access rule

James ColeCFO
Scope
Full access

Read-only · Email-verified · No Xero login

app.vizii.com — Purchases
The full Vizii Purchases dashboard as the CFO sees it, unfiltered: thirty-six bills totalling $24,489 across every account and tracking categoryFull access
Finance sees the complete picture. Demonstration data.
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.

Explore interactive financial dashboards

Share Financial Data Securely

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

Explore secure financial sharing

Faster Financial Analysis

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

Explore financial analysis

Better Business Decisions

Compare budget with actual performance and see which accounts moved, so decisions about pricing, spend and priorities get made sooner.

Explore Budget vs Actual performance
product overview

Get to know Vizii

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

01

Financial Dashboards You Refresh When Needed

Select Sync to pull the latest available accounting data, then explore revenue, expenses and other financial insights in clear dashboards.

See financial dashboards
02

Track Your Most Important KPIs

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

Sales
Purchases
Receivables
Payables
Assets
Liabilities
See KPI tracking in dashboards
03

Interactive Reports

Filter and drill into financial results by reporting period, account, tracking category, customer or supplier.

See financial analysis
04

Export & Share With Confidence

Invite each recipient to a controlled, read-only dashboard view scoped to the financial information they need, or export any table to PDF, CSV or Excel.

See secure financial sharing
05

Xero & QuickBooks Integration

Connect your accounting software, then select Sync whenever you need to pull the latest available data into your Vizii dashboards.

See the Xero integration
Company overviewSynced
Sales
$1.42m
Purchases
$1.10m
Receivables
$204k
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 access
3 dashboards · no ledger access
View only
AR
Ops manager
Departmental spend only
View only
TC
External accountant
Sales and purchases
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 each connected client a clear dashboard of their own numbers, without handing over system access.

how it works

Three steps to a clear picture

1

Connect Your Accounting Software

Authorise Xero or QuickBooks in a couple of minutes. Select Sync to pull the latest available data.

2

Explore Interactive Dashboards

Your sales, purchases, receivables and payables dashboards 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