Overview
Vizii — Financial Visibility for Your Whole Team Vizii gives your team the financial visibility they need — without the complexity they don't. Connect your Xero account and instantly share the right data with the right people: department managers, founders, sales teams, and board members — each seeing only what's relevant to them.
Built for businesses with multiple departments, multi-entity organisations, and not-for-profits who need to share financial data with stakeholders without exposing their full books. Key Features:
Vee AI — Ask your financials a question in plain English and get instant, intelligent answers powered by AI.
Purchases & Sales Dashboards — Filter and analyse transactions by tracking categories, chart of accounts, suppliers, customers, payment status, and date ranges Assets & Liabilities Views — Get a clear picture of your balance sheet without the complexity of traditional accounting reports.
Map View — Visualise your suppliers and customers geographically to identify spending patterns and opportunities.
Share by Contact — Share data scoped to specific suppliers or customers, giving each stakeholder exactly what they need.
Mobile Friendly — Access your financial dashboards on any device, anywhere.
Multi-entity Support — Manage and share data across multiple Xero organisations from one place.
Use Cases:
Sales Teams — View only their sales data and customer activity, tailored to their needs. Department Managers — Access purchases and bills for their department without consulting an accountant.
Founders — Real-time visibility into sales and purchases without complex financial reports.
Board Members & Trustees — Clean, presentation-ready financial views with no access to sensitive data.
Not-for-Profits — Share financial data with boards, trustees, and donors at exactly the right level of detail.
Accountants & Bookkeepers — Filter, analyse, and share data quickly across tracking categories, accounts, and date ranges.
Auditors — Easy filtering and review of financial records without full system access.
Vizii reads directly from Xero in real time, syncing your data securely and keeping everything up to date. Whether you're a small business sharing data with your team or a large organisation managing multiple entities and stakeholders, Vizii gives everyone the right view, and nothing more.
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.
Pricing plans
This app includes a free 7 day trial
Starter
- Up to 2 users per entity
- Report builder
- Vee AI Access (limited)
- Email support
Team
- Up to 5 users per entity
- Report builder
- Vee AI Access (limited)
- Email support
Business
- Up to 10 users per entity
- Report builder
- Vee AI Access (limited)
- Email support
Unlimited
- Unlimited users per entity
- Report builder
- Vee AI Access (limited)
- Email support
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.
Reviews & ratings
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Incredibly intuitive and efficient App
Rubbish
Response from Vizii