Share insights, not access.
Every client's Xero or QuickBooks in one place, as live dashboards — and a read-only view for each client's managers, scoped so they see their part of the business and nothing else. Built for accounting firms and fractional CFOs.
Running one business, not a client list? Start a free trial (no credit card required) or see the business plans.
A five-step demonstration using sample data from a fictional three-site restaurant group. One: the owner's dashboard shows twelve months of sales for all locations, with October 2026 sales of $313,725 and profit after controllables of $72,117, or 23.0% of sales. Two: the owner invites sam@example.com as a Viewer. Three: on the Data access step they choose By Tracking Category and tick North Street under Locations, leaving High Street and Riverside Mall unticked. Four: under Views they tick Profit & Loss only, not Purchases, Sales, Assets or Liabilities, and send the invite. Five: Sam opens their own report. The chart drops to North Street's figures and the Profit & Loss shows sales of $127,336, gross profit of $80,823 at 63.5% of sales, controllables of $50,851 at 39.9%, and profit after controllables of $29,972 at 23.5%. Rent, franchise royalty and head-office costs are locked and never shown to Sam, who has no Xero login.
See Vizii in action.
One dashboard. Everyone sees only what they should.
Pick a person to see exactly what they'd get, scoped by account or by Xero tracking category. Read-only, with no Xero login.
Access rule
- Scope
- Full access
Read-only · Email-verified · No Xero or QuickBooks login
Full access
A lighter way to run finance
Most financial reporting tools are built for accountants. Vizii is built for everyone who has to make decisions with the numbers — owners, finance leads, and the teams around them.
Understand Your Numbers, Not Just Your Reports
Dashboards that show what changed and why, instead of a wall of accounting line items you have to decode first.
Share Financial Data Securely
Give investors, advisors and managers read-only access to exactly the views they need — nothing more.
Faster Financial Analysis
Filter, drill in and compare periods in a few clicks. No exports, no rebuilding the same spreadsheet every month.
Better Business Decisions
Compare budget with actual performance and see which accounts moved, so decisions about pricing, spend and priorities get made sooner.
A P&L Per Site or Department
Give each site manager their own Profit & Loss from your Xero tracking categories — their numbers, and only the lines you choose.
Get to know Vizii
Connected dashboards, interactive reports and secure sharing — in one place.
Financial Dashboards You Refresh When Needed
Select Sync to pull the latest available accounting data, then explore revenue, expenses and other financial insights in clear dashboards.
See financial dashboardsTrack Your Most Important KPIs
The measures that actually run the business, tracked over time and comparable period to period.
Interactive Reports
Filter and drill into financial results by reporting period, account, tracking category, customer or supplier.
See financial analysisExport & Share With Confidence
Invite each recipient to a controlled, read-only dashboard view scoped to the financial information they need, or export any table to PDF, CSV or Excel.
See secure financial sharingA Profit & Loss Per Site or Department
Build the layout once from your Xero tracking categories, then each manager opens their own site's P&L — month, year to date and % of sales, with the costs they do not control left out.
See P&L by departmentXero & QuickBooks Integration
Connect your accounting software, then select Sync whenever you need to pull the latest available data into your Vizii dashboards.
See the Xero integrationEveryone sees what they should. Nothing else.
Sharing financial data shouldn't mean giving everyone access to your accounting system. Vizii lets you hand out exactly the view each person needs.
Built for Every Financial Decision-Maker
For Accounting Firms & Fractional CFOs
Give each connected client a clear dashboard of their own numbers, without handing over system access — every client in one place, priced per client company, with unlimited users.
See the practice planFor Business Owners
See how the business is performing without waiting for a report or reading an accounting statement.
For CFOs & Finance Leaders
One current view of performance to take into the board meeting, and a safe way to share it.
For Finance Teams
Less time rebuilding the monthly pack, more time on the analysis people actually ask for.
Three steps to a clear picture
Connect Your Accounting Software
Authorise Xero or QuickBooks in a couple of minutes. Select Sync to pull the latest available data.
Explore Interactive Dashboards
Your sales, purchases, receivables and payables dashboards are built for you. Filter and drill in wherever you want detail.
Share Insights & Make Better Decisions
Invite the people who need the numbers, scoped to what each of them should see.
FAQ
Vizii is a financial dashboard and reporting tool that connects to your accounting software and turns your data into clear, interactive dashboards you can share securely.
Yes. Vizii supports Xero and QuickBooks through a direct connection. Select Sync whenever you need to pull the latest available accounting data into your dashboards.
Yes. You choose which dashboards and reports each person can open, and their access is read-only.
No Xero or QuickBooks account is needed. Access is tied to the email address you invite and verified with a one-time magic link, so a dashboard is never open to anyone holding a URL.
Connections are encrypted in transit, access to your accounting software is read-only, and access inside Vizii is scoped per user.
Accounting firms and fractional CFOs reporting to clients, and the business owners, CFOs, finance leaders and finance teams they report to.
Yes. The practice plan is billed per client company — £18 per company per month, or £180 per year — with unlimited users, so your team and every client contact you invite are included. Your first 3 client companies are free for 30 days. It is set up with us rather than self-serve; see Vizii for accounting firms.
Turn Your Financial Data Into Better Business Decisions
Connect your accounting software and see your first dashboard today. No spreadsheets, no implementation project.