Offer your clients advisory. Without spending your evenings on it.
Vyzor reads your clients' bookkeeping and pulls out, for each client, the indicators, cash forecast and alerts that matter. You walk into the meeting with the analysis already done.
Everyone wants advisory. No one has the time to do it.
What Vyzor does for your firm.
- 01
A portfolio view
All your client files in one place, with each one's sync status visible at a glance.
- 02
Your analysis stays yours
Firm accounts and business-owner accounts are kept separate: your clients can't see your analysis work.
- 03
Reports already written
From a dashboard, Vyzor drafts a report with the figures, which you review and send, with the PDF report attached.
Have a client who finally wants to understand their numbers? Introduce them to us.
They join the beta for free, with a financial diagnosis from the very first meeting. You remain their advisor: Vyzor reads your work, it doesn't replace it.