Give every client a live view of their numbers.
Stop exporting reports on request. Connect each client’s Xero or QuickBooks once, and invite owners, banks and investors to read-only views scoped to what they need.
The request never comes from just one person.
A client asks for their figures. Then their bank asks. Then their investor asks for something slightly different. Each one is an export, a PDF and an email — and each one is stale by the time it is read.
“Can you send me the numbers?”
The same question every month, from every client — and the answer is always a fresh export rather than something they can look at themselves.
Then their bank asks
A lender wants the balance sheet. You prepare a second version, carefully leaving out everything they should not see.
Out of date on arrival
By the time a PDF lands in an inbox the books have moved on, and the next question starts the whole round trip again.
Connect once. Invite whoever needs to see it.
Connect each client's books once
Connect a client's Xero or QuickBooks Online through the official OAuth flow. Each client you connect becomes its own entity in your workspace.
Switch between clients from one login
Move between the client entities you have access to without signing in to each accounting file separately.
Invite the people who keep asking
Invite the owner, their bank or their investor as a read-only viewer, scoped by entity, by view — Sales, Purchases, Assets, Liabilities — and by tracking category, class or location, account or contact.
Each client you connect is a separate entity, and Vizii is billed per connected entity — see Pricing for current plans and limits.
Less chasing. More of your time back.
Fewer ad-hoc requests
The people who used to email you for figures can look them up themselves, whenever they want them.
Clients see live numbers
Each client sees their own data as it stands after the latest sync — without needing a Xero or QuickBooks login of their own.
Stakeholders see only their part
A lender can be given the balance sheet without the sales ledger. An investor can be scoped to one location or class.
No accounting logins handed out
Nobody is added to the client's accounting platform to see a number, so nothing is exposed beyond the view you granted.
Something to offer, not just absorb
A live client view is a service you can put your name to, rather than unbilled time spent assembling exports.
Before you connect your first client
No. You connect the client's accounting data once, then invite them to a read-only Vizii view. They sign in to Vizii with an email-verified invitation and never need a login to the underlying accounting platform.
Yes. Each viewer is scoped by view, so you can grant Assets and Liabilities & Equity without granting Sales or Purchases. Scoping can also be narrowed by tracking category, class or location, account or contact.
Yes. Each client you connect is its own entity, and you switch between the entities you have access to from a single workspace. Billing is per connected entity rather than per practice — see Pricing for current limits.
Yes. Invited viewers can read and explore the financial views you scope to them. They cannot edit figures, and nothing they do writes back to the client's accounting platform.
Yes, for sharing. Clients on QuickBooks Online connect the same way and their stakeholders get the same scoped, read-only views. Some QuickBooks data types are still being added, so check Integrations for what syncs today.
Reviewing and exporting client data rather than sharing it? See Vizii for accountants.
Give your first client a live view this week.
Connect one client’s books, invite them to a read-only view, and see how many of next month’s requests never arrive.
Read-only for viewers Email-verified invitations No client accounting login needed