You email the report. Then you answer questions about it.
And the only way to let a client's team look for themselves is to give them the books.
The pack ages immediately
Built once a month, out of date the day it is sent, and every follow-up question routes back through the practice. The work is real; most of it is re-exporting what the client already paid for.
Platform access is all or nothing
A client's department head cannot be given "just their cost centre" in the accounting platform. They get payroll, every supplier and every transaction, or they get nothing.
Live numbers, scoped per recipient
Connect each client's platform once, then decide what everyone around them can open.
Live client dashboards
Connect each client's Xero or QuickBooks and read the figures from the latest completed Sync — instead of rebuilding the same report every month.
Scope access per recipient
Give read-only access by account, tracking category, customer or supplier — individually or combined — so each person sees their part and no more.
Clients need no accounting login
Invited viewers sign in with a one-time email link. You never hand out Xero or QuickBooks credentials, and they never reach the books.
Every client company, one login
Connect each company the practice looks after and switch between them from a single login. Figures are never combined across clients.
Budget vs Actual for Xero clients
Compare Xero budgets with actuals down to the account code. Available for Xero companies; not for QuickBooks.
Something to sell, not just deliver
Live scoped access is a line on the advisory engagement rather than another deliverable to produce by hand each month.
How the scoping works is covered on secure financial sharing, with worked examples in the guides on read-only access for investors and department manager access.
One client, four different views
The same connected company, scoped four ways — each person opens their own.
The client owner sees the whole company
Give your client the full view of their own numbers, live, so the monthly call starts from the figures rather than from the file you sent.
Their department heads see their own costs
Scope each manager to their tracking category or accounts, so the client's team can watch their own budgets without seeing payroll.
Their lender sees what the covenant needs
Scope access to the accounts a covenant refers to, and leave the rest of the ledger out of it.
Their investors see a summary
Scope an investor to the headline view, and let them check it between updates instead of asking the client, who asks you.
It sits alongside what the practice already uses
Keep your reporting tool for the monthly pack. Use Vizii so everyone else sees their live numbers, and only theirs.
Running a bookkeeping practice rather than an advisory one? See the client-portal setup.
- Live Xero and QuickBooks dashboards from the latest completed Sync
- Read-only access scoped by account, tracking category, customer or supplier
- Viewers sign in with a one-time email link — no accounting login
- Every client company you connect, switchable from one login
- Budget vs Actual against Xero budgets, by account code
- 7-day free trial, no credit card required
Questions advisory firms ask
Yes. Each subscription covers one connected Xero or QuickBooks company, so a practice adds a subscription per client company and switches between the ones it has connected from a single login. See Pricing for the user limit on each plan.
No. Invited viewers sign in with a one-time email link and get read-only access to the view you assigned them. You never share accounting-platform credentials, and they never see the books.
Read-only access can be scoped by entity, account, tracking category, customer or supplier, so a client's department head, investor or lender each sees only the financial data you assigned them.
No. Vizii never writes to Xero or QuickBooks. It reads the data on each Sync and shows the figures from the latest completed Sync until you run another one.
No. Each connected company is reviewed on its own. Vizii does not combine or compare figures across client companies.
Budget vs Actual compares Xero budgets with actuals by account code, so it is available for clients connected through Xero. It is not available for QuickBooks companies.