The monthly pack is out of date before it lands
And the alternative — handing someone a Xero or QuickBooks login — shows them everything.
A pack is a snapshot
You build it, you send it, and from that moment it describes a company that has moved on. Every question it prompts comes back to you, and the answer is another export.
A login is all or nothing
Giving a department head or an investor access to the accounting platform gives them payroll, every supplier, every transaction. There is no version of it that shows them only their part.
Live numbers, scoped per person
Connect the client's accounting platform once, then decide what each stakeholder can open.
Live dashboards, not a dated pack
Connect each client's Xero or QuickBooks and read the figures from the latest completed Sync. One Sync updates the view for everyone you have shared it with.
Scope every stakeholder separately
Give read-only access by account, tracking category, customer or supplier — individually or combined — so each person sees their part and no more.
No accounting login to hand out
Invited viewers sign in with a one-time email link. They never need a Xero or QuickBooks login, and they never see the books.
Every client company, one login
Connect each company you look after and switch between them from a single login. Figures are never combined across companies.
Budget vs Actual for Xero
Compare Xero budgets with actuals down to the account code. Available for Xero companies; not for QuickBooks.
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 company, four different views
The same connected company, scoped four ways — each person opens their own.
The board sees the full picture
Give every director the whole company view, live, so the meeting starts from the same numbers you are looking at.
The investor sees the summary
Scope an investor to the headline view rather than the ledger, and let them check it between updates instead of asking you for one.
Each department head sees only their spend
Scope a manager to their own tracking category or accounts, so they can watch their budget without seeing payroll or anyone else's costs.
The lender sees what the covenant needs
Scope access to the accounts a covenant refers to, and leave everything else out of it.
It sits alongside what you already use
Keep your reporting tool for the monthly pack. Use Vizii so everyone else sees their live numbers, and only theirs.
- 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 fractional CFOs ask
No. You invite them by email and they sign in with a one-time link. They get read-only access to the view you assigned and nothing else — no accounting login, and no access to the books.
By account, tracking category, customer or supplier, individually or combined. A department head can be scoped to their own cost centre, an investor to a summary, and a lender to the accounts a covenant refers to.
Yes. Each connected Xero or QuickBooks company has its own subscription, and you switch between the ones you have connected from a single login. Figures are never combined across companies.
No. Budget vs Actual compares Xero budgets with actuals by account code, so it is available for Xero companies only. Every other view works for both platforms.
They see the data from the latest completed Sync. Running a Sync updates the dashboard for everyone you have shared it with at once, so nobody is reading a pack that went out of date the day it was sent.