Reporting across several companies, entity by entity
Works with Xero and QuickBooks
Start with the limit, because it decides whether the rest of this page is useful to you. Vizii does not consolidate. Figures are never combined across companies: there is no group Profit & Loss, no intercompany elimination and no view that totals your entities. If a single consolidated set of accounts is what you need, you need a consolidation tool, and the rest of this page will waste your time.
What Vizii does is the other half of the job, and it is the half most groups and practices actually spend their month on: every entity in one place, each one reported properly and currently, and the right slice of each shared with the right person.
What multi-entity usually means in practice
Switching between logins all day
A practice or a group CFO with a dozen companies spends a surprising amount of time signing in and out of ledgers to answer small questions.
Every entity reported differently
A layout built in one company rarely survives the move to the next, so each entity ends up with its own spreadsheet and its own conventions, and the numbers stop being comparable.
Sharing is per entity, and so is the risk
The people who need one entity's figures almost never need another's. A sharing mechanism that cannot tell them apart ends up sending too much or nothing at all.
Consolidation and management reporting get confused
They are different jobs. A consolidated group P&L answers how the group performed; a site or department report answers what a manager should do next. Tools that are good at the first are not automatically good at the second.
What Vizii gives a multi-entity operator
- 1
Every company, one login
Connect each Xero or QuickBooks company and switch between them without signing in and out. Figures are never combined across them, which is also what stops one client's numbers appearing in another's view.
- 2
The same reporting in each
Build a Profit & Loss layout once and copy it to your other companies, then adjust per entity — the chart of accounts is rarely identical, but the structure usually is. Comparable reporting across entities, without re-deriving it each time.
- 3
Scoped sharing, per entity
Invite each entity's own people to their own company, scoped to their accounts, tracking categories, classes or locations. Nobody invited to one company can reach another. Viewers sign in with a one-time link sent to the address you invited, so a dashboard is never open to whoever holds the URL.
- 4
Within an entity, report by site or department
Where a single company contains several sites or departments, the departmental Profit & Loss splits it without needing separate ledgers. The Profit & Loss by department report is built from Xero tracking categories, so it is Xero only today. QuickBooks support is planned.
- 5
For a practice, one subscription
Accounting firms and fractional CFOs are billed per client company, with unlimited users — so adding a client's finance manager, or a second partner, costs nothing.
The honest summary: if your entities are separate ledgers and you need them added together, use a consolidation tool — several do it well, and some do it alongside benchmarking across a group. If your entities need to be reported individually, currently, and shared with different people in each, that is what Vizii is built for.
The two are not mutually exclusive, and plenty of groups run both.
Questions
No. Figures are never combined across companies in Vizii — there is no group Profit & Loss and no intercompany elimination. Each company is reported on its own.
You can connect every company and move between them from a single login. What you will not find is a view that totals them, because that view does not exist by design.
Yes. Access is granted per company, so somebody who should see three of your companies is given those three and cannot reach the rest.
Year to date follows the financial year end set in the entity's own accounting file, so each company reports on its own calendar.
Accounting firms and fractional CFOs are on the practice plan, billed per client company with unlimited users. A single business connecting one company uses the standard plans.
See it on your own numbers
Accounting firms and fractional CFOs are billed per client company, with unlimited users.