Overview
Vizii is an intuitive analytics tool that offers a seamless and flexible user experience with visually appealing and insightful dashboards. Designed to facilitate collaboration, Vizii enables accountants to share data with non-accountants, presenting only the necessary information and tailoring views to meet the specific needs of staff. Share data with staff from a tracking categories level or chart of accounts level.
Some use cases of Vizii include:
- Sales Teams: Allowing sales teams and managers to view only their sales data and purchases, tailored to their needs.
- Department Managers: Enabling managers to view purchases and directly access bills without needing to consult accountants.
- Founders: Providing founders with real-time access to analyze sales and purchases, without the complexity of detailed financial reports.
- Accountants / Bookkeepers: Offering an intuitive platform for viewing transactions and seamlessly filtering data by various criteria such as dates, tracking categories, accounts, payment status, and quickly identifying records missing invoices or receipts.
- Auditors: Facilitating easy filtering and review of financial data for auditors.
Vizii reads Xero records from both tracking categories and chart of account levels, allowing data to be shared with users according to their specific roles. For example, if "Operations" is a tracking category, operational data can be shared exclusively with the operations manager.
Vizii is designed for users without an accounting background, those who do not require detailed financial reports, or those who need simplified accounting information. This approach provides an exceptional experience for end-users while offering bookkeepers and business accounting departments a unique, efficient tool to filter, share, and analyze data quickly and easily.
Vizii + Xero
Vizii offers seamless and direct integration with Xero, allowing users with Admin, Advisor, or Standard-level permissions to sync data effortlessly. When a Xero entity is synced with Vizii, it automatically imports up to five years of data, including tracking categories, chart of accounts, contacts, bills, invoices, purchase orders, and quotes.
As a read-only application, Vizii fetches data from Xero and presents it in visually appealing and easy-to-understand graphs and visuals. It ensures data integrity by not writing any data back into Xero, providing peace of mind when sharing information among users.
Features of Vizii:
Seamless Integration and Data Sync:
Once the integration with Xero is complete, Vizii allows users with Admin, Advisor, or Standard-level permissions to easily check filters, visualize data, and share specific data from tracking categories or chart of accounts levels. By using user email IDs, accountants can grant access to relevant data. For example, an accountant can enable a sales team member to access only the "Sales" tracking category or account, ensuring that users only see data pertinent to their department or team.
Enhanced Usability for Accountants:
Accountants benefit from a more seamless and simplified view of transactions. They can filter records to identify transactions lacking attached bills or invoices, making it easy to determine which transactions require further documentation.
Dashboard Views:
Vizii offers a variety of insightful dashboard views, including:
Total purchases, sales, POs, and quotes Top customers and suppliers Average days to pay Table view for transaction details Bills and invoices direct access Deep links to check records in Xero And much more to come!
With these features, Vizii provides a powerful and intuitive platform for accountants and business users, enhancing data visualization, filtering, and sharing capabilities.
Getting started
Getting started with Vizii is both quick and straightforward. Simply sign up using the 'Get this app' button. Once data synchronization is complete, you can effortlessly share data with users based on tracking categories or chart of accounts, and access a range of graphs and visualizations for enhanced data analysis.
Note: Vizii is a read-only application that retrieves data from Xero and presents it through visually appealing graphs and visuals. It does not modify or write any data back into Xero, ensuring peace of mind when sharing information across users.
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