Client Profiles
Keep contacts, notes, health labels, subscriptions, uploaded documents, and timeline history together.
Example: Mark a client as "needs follow-up" and add a reminder task for Friday.
Small business clarity
Meet VizBiz, the simple command center for your clients and revenue.
VizBiz brings the best parts of a Stripe-style revenue dashboard and a QuickBooks-style business overview into one cleaner tool, built for small businesses that need answers without digging through complicated software.
ClientsContacts, health, tasks, notes
RevenueMRR, ARR, billing forecast
DocsBusiness and client files
VizBiz DashboardSimple business tracking example
Live overview
MRR$4,850
ARR$58.2k
Renewals12
Oak & Pine StudioMonthly - $450
Northside CleaningRenewal May 12
Bright Path CoachingFollow up today
Everything important, without the accounting software learning curve.
VizBiz is for owners and operators who want a calm, practical way to see what is active, what is due, what is paid, and what needs attention next.
Recurring Revenue
Track weekly, monthly, quarterly, and annual subscriptions with discounts and upcoming payment dates.
Example: See MRR, ARR, top clients, and billing cashflow in one glance.
Calendar and Renewals
View subscription renewals, filing dates, custom events, task due dates, and reminders in one timeline.
Example: Catch a renewal, a business filing, and a client follow-up before they slip.
Document Library
Upload business documents or tie files directly to clients, with categories for quick organization.
Example: Store contracts, brand assets, invoices, domain notes, and filings.
Tasks and Follow-ups
Create reminders, assign priority, mark work complete, and keep your follow-up system inside the same tool.
Example: "Send renewal email" can appear on the dashboard and calendar.
Reports and Exports
Download CSVs or open clean printable report views for clients, subscriptions, documents, tasks, and calendar items.
Example: Print a client report before a meeting or export revenue data for records.
Inspired by Stripe and QuickBooks. Simplified for everyday business tracking.
Stripe gives clean revenue visibility. QuickBooks gives business structure. VizBiz focuses on the middle ground many small businesses actually need: clients, recurring services, renewals, tasks, documents, and fast answers.
- No cluttered accounting workflows when you just need a clear operational dashboard.
- Built around client relationships, recurring services, and upcoming commitments.
- Simple enough to use daily, detailed enough to stay organized.
1. Add a clientContact info, health status, notes, documents, and subscriptions.
2. Track the moneyRecurring revenue, discounts, paid-to-date estimates, and next payment dates.
3. Stay aheadCalendar events, renewal reminders, task follow-ups, and printable reports.
Designed for real small-business scenarios.
Whether you manage web clients, maintenance retainers, coaching packages, cleaning routes, consulting retainers, or memberships, VizBiz keeps the basics visible.
Printable Report Example
Export ready
Client
Plan
Next Payment
Status
Oak & Pine Studio
Monthly Care
May 08
Good
Northside Cleaning
Annual Hosting
May 12
VIP
Bright Path Coaching
Weekly Support
May 15
Needs Follow-up
Ready to open your business dashboard?
Use VizBiz to keep clients, revenue, renewals, tasks, and files in one place. It is built to be useful fast, not overwhelming.