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Vizii
Cloud-based financial dashboard tool for SMBs
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Vizii - 2026 Pricing, Features, Reviews & Alternatives


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Last updated: October 2026
Vizii overview
What is Vizii?
Vizii is cloud-based financial dashboard software that connects to Xero and QuickBooks Online via read-only APIs, converting raw accounting data into interactive, shareable dashboards accessible through a web browser. Covering profit and loss, cash flow, KPIs, revenue trends, expense breakdowns, aged balances, and supplier and customer analytics, Vizii auto-syncs up to five years of historical financial data without storing raw ledger data. All connections are secured with TLS encryption, and data is synced only as needed to render dashboards.
Designed for small and medium-sized businesses, accountants, bookkeepers, CFOs, finance leaders, business owners, auditors, and non-financial founders, Vizii removes the requirement for accounting knowledge to interpret financial performance. Key capabilities include interactive P&L reports with drill-down functionality, cash flow tracking across paid and unpaid invoices and bills, due-payment notifications, KPI monitoring across revenue, gross margin, expenses, accounts receivable, and accounts payable, and trend analysis across custom date ranges, month-over-month, or year-over-year periods. Custom filters allow segmentation by account, tracking category, supplier, customer, or reporting period. Supplier and customer analytics surface full invoice histories, payment terms, and top-customer rankings by period.
Stakeholder sharing is handled via secure read-only links, requiring no Xero or QuickBooks login, with role-based access controls scoped per user so each stakeholder sees only explicitly granted data. Graphs export as images, table data exports as CSV, and professional reports export to Excel. Priced per entity per month, Vizii suits businesses managing single or multiple entities.
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Vizii's key features
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