The financial intelligence shareholders need
Vizii replaces quarterly PDF reports with a live, secure dashboard that shows exactly how your investments are performing.
Real-time financial performance
See live revenue, profit, expenses, and cash flow for every entity you're invested in — updated automatically as the accounting platform syncs. No more waiting for quarterly reports.
Portfolio view across all your investments
Access multiple companies from a single login. Switch between entities in seconds and compare financial positions across your entire portfolio without juggling accounts.
Balance sheet transparency
Clear asset, liability, and equity breakdowns updated in real time. Track net asset value, working capital movements, and balance sheet strength for each entity.
Cash flow and liquidity visibility
Monitor cash balances, receivables, and upcoming payables so you can see the liquidity runway at any time — not just at month-end when a report lands in your inbox.
Read-only access — your data is safe
Shareholders are granted view-only access. You get full visibility into the financials without any ability to modify data, authorise payments, or change settings.
Bank-grade security, always
All connections use official OAuth tokens. Data is encrypted at rest and in transit. Role-based access controls mean you only ever see what you're entitled to.
Who uses Vizii as a shareholder?
From private equity to family businesses — Vizii works for any investor who wants live financial visibility.
Private equity and venture portfolio
Track financial KPIs across multiple portfolio companies from one dashboard. Spot underperformance early and have informed conversations with management before quarterly board meetings.
Family business ownership
Stay informed on business performance without being involved in day-to-day operations. See profitability, cash position, and balance sheet health at any time from any device.
Angel investor oversight
Monitor the financials of your investments directly — revenue growth, burn rate, and working capital — without asking for reports or waiting for investor updates.
Silent business partners
Maintain visibility into your share of the business. Track distributions, equity movements, and profitability with a live, read-only window into the books.
What shareholders get with Vizii
Live financial visibility into every investment — secure, read-only, and always current. Start your 7-day free trial today.
- Read-only viewer access — see everything, change nothing
- Real-time P&L, balance sheet, and cash flow
- Multi-entity portfolio view from one login
- Live bank balances and liquidity monitoring
- Receivables and payables aging at a glance
- Secure OAuth connections — no credential sharing
- Access from any device, any time