Everything you need to complete your review
Vizii gives financial reviewers a secure, live window into client or portfolio financials — without needing to chase exports.
Clean, read-only financial dashboards
Reviewers get secure view-only access. See exactly the same live numbers as the business owner — without the ability to change anything. Pure signal, no noise.
Balance sheet and P&L at a glance
Assets, liabilities, equity, revenue, and expenses — all presented clearly with correct opening balances, conversion adjustments, and live period data.
Flexible period comparison
Choose any custom date range — month, quarter, financial year, or a specific window that matches your review cycle. Saved preferences persist across sessions.
Drill down from any summary line
Click through from any balance sheet figure or P&L line to the underlying transactions. Go from the big picture to the individual journal entry without leaving the page.
Export any report in one click
Download clean CSV or PDF exports of any report or table directly from the dashboard. No reformatting, no copy-paste — ready to attach to your review workpapers.
Always up to date — no data requests needed
Vizii syncs live from Xero and QuickBooks. As a reviewer you always see current data — no need to email the client asking for the latest export or Xero access.
Review workflows — all supported
Whether you're reviewing one company or a portfolio, Vizii covers the workstreams you need.
Interim financial review
Review management accounts at any point in the period. Compare actuals to budget and prior periods without requesting new reports.
Balance sheet substantiation
Step through every asset and liability line. Verify opening balances, trace conversion entries, and confirm prepaid and accrual positions.
Revenue and expense analysis
Analyse income by customer and expenditure by supplier or account category. Spot anomalies and concentration risks quickly.
Multi-entity review
Review several related entities from one login. Compare performance across the group without switching between separate Xero accounts.
What reviewers get with Vizii
Everything you need to complete a thorough financial review — live, secure, and exportable.
- Read-only viewer access — review without risk
- Live balance sheet with correct opening balances
- Full P&L with period-over-period comparison
- Click-through from any figure to underlying transactions
- Flexible custom date ranges saved per session
- One-click CSV and PDF exports
- Multi-entity access from a single login