
How to Test a Client Advisory Workflow in 28 Days
See how CORE Insights helps accountants identify priority clients, understand financial performance, prepare meaningful conversations and track the actions that follow.
✦ VFD Mastery delivers 28 hours of verifiable CPD – mapped to ICAEW, ACCA & CIMA requirements. ✦ CPD budgets at work: compliance, reporting, forecasting & exit planning – all covered in Mastery. ✦ Turn financial data into growth decisions with VFD tools & training. ✦ Helping businesses improve cash, profits & exit readiness. ✦ Forecasting, reporting, valuation – practical tools to run and grow your business
Financial leadership needs more than reporting
Indepth insights into business performance
From Data to Insights, to Decisions and Actions that Drive Results
Light-touch, high-impact advisory
Powerful tools to review, analyse, and predict financial data
VFD Pro connects securely to your favourite cloud accounting platform
VFD Pro supports business from Start-Up to Exit Valuation
A range of plans to provide tailored client support
Monitor, measure and forecast business performance
From Data to Insights, to Decisions and Actions that Drive Results
Strategic Support for Advisory Success
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See how CORE Insights helps accountants identify priority clients, understand financial performance, prepare meaningful conversations and track the actions that follow.

See how CORE Insights helps accountants identify priority clients, understand financial performance, prepare meaningful conversations and track the actions that follow.

Explore key-person and shareholder risks, continuity planning and practical protection conversations accountants can start.
Discover how to commercialise CORE Insights through more valuable client meetings, regular personalised communications and reusable education that supports retention, referrals and practice growth.

See how CORE Insights turns client data into prioritised, commercially focused client conversations.

Prioritise the right clients and turn portfolio data into focused conversations and year-round support.
VFD Pro gives accountants and advisors a structured way to support clients beyond compliance, from simple performance insight through to growth, planning and exit conversations.
VFD Pro helps you view clients at portfolio level, so you can quickly see where attention may be needed. Instead of looking at one client at a time, you can start with a clearer view of your whole client base.

CORE Insights highlights potential risks and opportunities across your client base, with suggested discussion points for each client. The aim is to help you prioritise your time and focus on the conversations that matter most.

The Business Overview gives clients a simple, accessible view of performance and key trends. It helps turn financial data into something easier to explain, understand and discuss.

VFD Pro is designed to support future-focused discussions, not just produce reports. It helps you move from “what happened?” to “what does this mean?” and “what should we do next?”

Not every client needs the same level of support. VFD Pro helps you start with education and performance insight, then build towards financial control, planning, growth and exit support where appropriate.

Connect data where appropriate, review the insight, and see how VFD Pro could help you identify priorities and start more valuable client conversations.
VFD connects directly with : Xero. QuickBooks, and a range of accounting platforms.
