Financial Dashboard Features
Built for Clearer Decisions
Explore the tools finance leaders use to analyse Xero and QuickBooks data, understand financial performance, and share scoped, read-only views by account, tracking category, customer or supplier.
Everything in one place
Explore the core tools for understanding, analysing and securely sharing your financial data.
Dashboard & Analytics
- Latest synced financial overview
Select Sync to pull the latest data from your connected accounting platform.
- Customisable date ranges
Review data across the last 30 days; last 3, 6 or 12 months; last quarter; this year; last year; or a custom range.
- Paid vs Unpaid breakdowns
Instantly see what's collected and what's still outstanding across bills and invoices.
Collaboration & Sharing
- Team member management
Invite finance colleagues and stakeholders, then control read-only visibility by account, tracking category, customer or supplier.
- Stakeholder dashboards
Share a scoped, read-only dashboard with investors, board members or advisors. Recipients verify their email through a one-time magic link and do not need a Xero or QuickBooks login.
- Export to PDF, CSV & Excel
Download a report as a PDF, CSV or Excel file.
- Report builder
Build custom reports and save them to reuse later.
Purchases & Bills
- Supplier spend tracking
See exactly how much you're spending with each supplier and spot overspend early.
- Bill due-date alerts
Get email digests of bills coming due so nothing slips through.
- Category breakdowns
Review purchases by account code — such as insurance, payroll or legal — and drill into the underlying data.
- Purchase order management
View and filter your POs alongside bills for a complete procurement picture.
Sales & Invoices
- Revenue by customer
Identify your top customers and understand revenue concentration at a glance.
- Invoice due-date alerts
Daily reminders for overdue and upcoming invoices so you chase on time.
- Overdue tracking
Highlight outstanding invoices past their due date.
Multi-Entity Management
- Single-login multi-company
Switch between the Xero or QuickBooks companies you have connected without logging out. Each connected company is one subscription.
- Entity-scoped team access
Grant team members access to specific entities only — not everything.
Security & Reliability
- Encrypted in transit and at rest
Data is protected with encryption in transit and at rest.
- OAuth-only connections
We never store your accounting credentials. Connections use official OAuth tokens.
- Inactivity auto-logout
Automatic session timeout after inactivity.
- Activity audit log
Actions taken in your workspace are recorded in an activity log.
Stay Ahead of Upcoming Due Dates
Vizii sends a daily email digest of upcoming bills and invoices based on your notification preferences. Set a due-date window for each entity and keep upcoming payments and collections clearly in view.
- Configurable due-date windows (e.g. 3, 7, 14 days)
- Separate settings for bills and invoices
- Per-entity notification preferences
- One digest per day — duplicate sends are merged
Notifications are due-date emails. They do not update your dashboard data — select Sync when you want the latest figures.
Go Deeper on the Features That Matter to You
Every feature below has its own page covering how it works, who it is for and the questions finance teams ask about it.
Questions About Vizii's Financial Dashboard Features
Vizii provides interactive financial dashboards, period comparisons, account-level analysis, Budget vs Actual reporting, multi-entity access, exports, due-date notifications and scoped, read-only sharing.
Yes. Vizii connects with Xero and QuickBooks and lets users select Sync whenever they need to pull the latest available accounting data.
Yes. Access can be scoped by account, tracking category, customer or supplier, allowing each recipient to view only the financial information relevant to them.
No. Recipients verify their invited email through a one-time magic link and access their scoped, read-only dashboard without logging in to Xero or QuickBooks.
Yes. You can connect multiple Xero or QuickBooks companies and switch between them from one login. Each connected company requires its own subscription.
Yes. Vizii offers a 7-day free trial with no credit card required.