Everything in one place
Six areas designed to give you total financial confidence.
Dashboard & Analytics
- Real-time financial overview
Live sync with your accounting platform — every number is always up to date.
- Customisable date ranges
Slice data by week, month, quarter, year or any custom window you need.
- Paid vs Unpaid breakdowns
Instantly see what's collected and what's still outstanding across bills and invoices.
- Currency-aware totals
Multi-currency support with automatic conversion to your reporting currency.
Purchases & Bills
- Supplier spend tracking
See exactly how much you're spending with each supplier and spot overspend early.
- Bill due-date alerts
Get email digests of bills coming due so nothing slips through.
- Category breakdowns
Automatically grouped by account code — insurance, payroll, legal, and more.
- Purchase order management
View and filter your POs alongside bills for a complete procurement picture.
Sales & Invoices
- Revenue by customer
Identify your top customers and understand revenue concentration at a glance.
- Invoice due-date alerts
Daily reminders for overdue and upcoming invoices so you chase on time.
- Overdue tracking
Highlight outstanding invoices past their due date with aging buckets.
- Quote pipeline
Track quotes from draft to approved alongside your live invoices.
Multi-Entity Management
- Single-login multi-company
Switch between all your Xero or QuickBooks companies without logging out.
- Per-entity or consolidated views
Drill into one entity or roll up across all entities simultaneously.
- Entity-scoped team access
Grant team members access to specific entities only — not everything.
- Unified contact database
Contacts normalised across all your entities with deduplication built in.
Collaboration & Sharing
- Team member management
Invite accountants, bookkeepers and business partners with role-based access.
- Stakeholder dashboards
Share a tailored read-only view with investors, board members or advisors.
- Export to CSV & PDF
Download any report as a spreadsheet or formatted PDF in one click.
- Report builder
Build custom reports and save them for recurring use across your team.
Security & Reliability
- 256-bit encryption
All data is encrypted at rest and in transit — bank-grade security as standard.
- OAuth-only connections
We never store your accounting credentials. Connections use official OAuth tokens.
- Inactivity auto-logout
Automatic session termination after a configurable period of inactivity.
- Activity audit log
Full log of every action taken in your workspace for compliance and auditing.
Never miss a due date again
Vizii sends you a daily email digest of bills and invoices coming due — based on your own notification preferences. Set your lookout window per entity and let the system do the chasing.
- Configurable due-date windows (e.g. 3, 7, 14 days)
- Separate settings for bills and invoices
- Per-entity notification preferences
- Deduped — one digest per day, no spam