Manual reporting, replaced
Vizii gives practices a single, live workspace across every client — no more rebuilding the same report every month.
Every client, one login
Switch between client entities across Xero and QuickBooks without logging into each accounting file separately.
Filters that replace manual reporting
Slice any client's financials by account, tracking category, or supplier in seconds — no more rebuilding the same report every month.
Export to Excel in one click
Send any filtered view straight to Excel, formatted and ready for your workpapers or client deck.
Share scoped views with clients
Give clients read-only access to exactly the entity, account, or category they need — without sharing your Xero or QuickBooks login.
Always reconciled, always live
Every number is synced directly from the source ledger, so what you see matches what's in Xero or QuickBooks.
Built for multi-client practices
Manage financial visibility across your entire client base from a single, organised workspace.
Who uses Vizii as a practice?
From solo bookkeepers to multi-partner advisory firms — Vizii scales with your client base.
Bookkeeping practices
Track multiple clients' day-to-day financials without switching logins for every file.
Advisory & fractional CFO firms
Pull cross-client analysis for board packs and advisory sessions in minutes, not hours.
Tax & compliance teams
Drill into line items and export to Excel for workpapers without requesting fresh exports from clients.
Client-facing partners
Share a scoped, read-only dashboard with a client ahead of a review call, without prepping a deck.
Run your practice from one workspace
Every client, every entity, filtered and exported in seconds. Start your 7-day free trial today.
- One login across every client, on Xero or QuickBooks
- Filter by account, tracking category, or supplier
- One-click export to Excel for workpapers and reporting
- Share scoped, read-only views with clients
- Numbers always reconcile to the source ledger
- Built for practices managing many entities