Precise, secure access for anyone who needs the numbers
Stop emailing PDFs or creating throwaway Xero logins. Vizii lets you share a live, scoped view in seconds.
Scope access to exactly what they need
Choose specific entities, accounts, tracking categories, or contacts. A property manager sees one entity. A department head sees one tracking category. Nobody sees more than they should.
No Xero or QuickBooks login required
Recipients get a secure Vizii link — no accounting platform account, no credentials to manage, and no extra seats to buy in Xero or QuickBooks.
Read-only, every time
Shared views are strictly view-only. Nothing can be edited, approved, deleted, or reconciled — recipients can look, not touch.
Set up in under a minute
Pick the scope, generate a link, send it. No IT ticket, no reseller admin panel, no waiting on your accountant to export a PDF.
Revoke access instantly
Change your mind? Turn off access in one click. No stale spreadsheets or forgotten logins floating around after someone leaves.
Know who saw what
Every scoped share is tracked, so you always know exactly who viewed your numbers, and when.
You control exactly what they can see
Every share is scoped before it's sent — down to the entity, account, tracking category, or contact. Recipients open a link and see a clean, read-only view. They never touch Xero, QuickBooks, or your general ledger.
- Pick one or more entities to share
- Restrict to specific accounts (e.g. P&L only, hide the balance sheet)
- Scope by tracking category or department
- Limit to specific contacts or suppliers
- No app download, no login — just a secure link
Who shares with Vizii?
Anyone who needs to give someone else a window into the numbers — without handing over the keys.
Board members & shareholders
Share live P&L, balance sheet and cash flow for the specific entity or entities they're invested in — without giving them your full general ledger.
Department & cost-centre managers
Give a manager visibility into their tracking category or department spend, without exposing payroll, other departments, or company-wide cash position.
Lenders, landlords & external parties
Share exactly the accounts or entity a lender or landlord needs for covenant reporting or a lease review — nothing else.
Non-finance co-founders & partners
Give a co-founder a clear dashboard of the numbers that matter to them, without a crash course in Xero or QuickBooks.
Share your numbers with confidence
Give anyone the exact slice of your financials they need — securely, in seconds, without an accounting login. Start your 7-day free trial today.
- Scoped access — by entity, account, tracking category, or contact
- Zero Xero or QuickBooks logins for recipients
- Read-only views, always
- Instant revoke, with a full view history
- Clean, branded dashboards non-accountants understand at a glance
- Set up a scoped share in under a minute