Customers

Targeted Financial Visualization for Every Stakeholder

Small & Medium Business Solutions

  • Department-Specific Dashboards
Share tailored financial visualizations with each department based on their specific needs.
  • Self-Service Financial Exploration
Empower teams to filter, compare, and analyze the financial data relevant to their roles.
  • Interactive Decision Support
Enable better decisions with visual trends, comparisons, and spending analytics.
  • Multi-View Financial Analysis
Switch between pie charts, bar graphs, column charts and line views for different perspectives.
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Advisor & Book keeper Solutions

  • Client Visual Reporting
Provide clients with interactive dashboards that make financial data easy to understand.
  • Enhanced Visualization Platform
Offer value-added insights through intuitive charts and visual comparisons.
  • Client-Specific Dashboard Control
Maintain separate, secure dashboards for each client with customized views.
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Dashboard Capabilities

  • Multiple Chart Types
Visualize financial data through interactive pie charts, bar charts, column charts, line graphs, and geographic map views for comprehensive data exploration.
  • Comprehensive Filtering System
Filter by date ranges, categories, accounts, contacts, attachment status, locations, and more for targeted financial insights.
  • Current vs. Previous Comparisons
View side-by-side visual comparisons between time periods with percentage changes and trend indicators.
  • Top Contacts Visualization
Analyze spending and sales patterns across key suppliers and customers with percentage breakdowns and geographic distribution mapping.
  • Monthly Trend Analysis
Track spending and sales patterns with monthly comparison charts, previous period overlays, and interactive map views showing regional performance.
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Not-for-Profit Solutions

  • Seamless Data Sharing with Stakeholders
Share financial insights effortlessly with donors, board members, grant funders, and community stakeholders through secure, role-appropriate dashboard access that maintains transparency while protecting sensitive information.
  • Donor Confidence Building
Build lasting donor trust through interactive financial visualizations that clearly demonstrate responsible stewardship, program impact, and organizational accountability.
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  • support@vizii.com
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