• Is Vizii free?
Yes, Vizii is free for administrator accounts (any user with accounting software access, Xero, Quickbooks Online… etc.). You will only be charged once you start adding users (staff) or clients. However, you will get 14 days trial for an unlimited number of users once you sign up.
Note: Only one free administrator user account is allowed for each organization.
• I don’t use Quickbooks Online or Xero, can i still use Vizii?
No, at the moment we only connect & integrate with Xero or Quickbooks online. We are continuing to add more options. In the meantime feel free to connect with us for any other applications & we will check if it’s an option we can integrate with.
• How much work is required for setup?
Not much at all, it’s very simple! If your company is using Xero or Quickbooks online, then it’s as simple as a few clicks to connect & Vizii app will take care of the rest. you. We have designed Vizii with minimum user intervention to avoid any complexities for our clients.
• Can Vizii modify any accounting data in my accounting software?
Absolutely not, Vizii is a one-way connection (pull’s data) from your accounting system down to Vizii, we do not push any data to the accounting system, we only fetch expense data.
• How many years of data does Vizii sync?
Vizii fetches 5 years’ worth of financial data.
• How much time does it take to learn Vizii?
No time with full confidence! we have put a lot of thought into designing Vizii’s interface and it is very straightforward, all you have to do is filter the data and let Vizii do the hard work.
• Can I make a report that shows the paid date for invoices?
Yes! you can connect to Xero or QBO bills/invoices, once done you can filter by supplier/date / paid vs. unpaid invoices.
• Can I let staff track their own expenses or sales?
Absolutely, Vizii allows you to give access to Staff using tracking categories, for example, if "Operations" is a tracking category you have, then Vizii will allow you to give access to the "operations" tracking category to a specific user, and that user will only see transactions related to that tracking category. And no need to create any reports as Vizii fetched related data by itself so it will eliminate any constant communications between your ops manager and Staff.
• Can I get my employees to view quotes & purchase orders?
Yes!
• Can Staff view files attached to transactions? like invoices & bills?
Yes! Employees are able to see files attached to transactions related to the tracking category or class that they have access to only.
• Can I set notifications on due bills?
Yes, you can simply set how many days in advance you need to get notified.
• Can I share data with Customers & auditors?
Yes, you can share any set of data from a tracking category level with any user that has an email ID.
• Can I export data?
You can images from graphs and visuals & CSV files from our table view.
• Can I access the attached invoice/receipts from transactions?
Absolutely! All attachment files are fetched with Vizii & you can filter records based on attachment status.
• Can I filter data based on attachment (files) status in my records (transactions)?
Yes!