
Beyond Compliance: How Better Financial Visibility Improves Funding Outcomes
See how CORE Insights turns client data into prioritised, commercially focused client conversations.
✦ 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
Guides, webinars and videos
Explore key elements of the VFD Pro application
Explore the key steps to making the most of VFD Pro
Did you know?
You can click the 'Live Chat' button in the bottom right of your screen to talk to our customer service team.
Event registration
View past webinars
Did you know?
You can click the 'Live Chat' button in the bottom right of your screen to talk to our customer service team.

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

Learn how to update your year-end forecast using actual results, revised assumptions and profit and cash flow scenarios.

Are you making the right impression after a referral?

Discover how to measure the true contribution of every role—not simply its payroll cost.
ABGI UK Partners with VFD Pro to Help UK Businesses Unlock the Full Potential of Patent Box and R&D Tax Schemes
Are you giving clients the tax advice they deserve? Key Takeaways Failing to talk to clients about innovation tax reliefs
The Future of Advisory: AI and Automation As the accounting industry evolves, firms are increasingly looking to artificial intelligence (AI)
Real-Time Insights for Proactive Decision-Making In today’s fast-paced business environment, clients need more than just historical data—they need real-time insights
Presenting ‘FD Live’ at Accountex 2025 For the fourth year running VFD Pro are proud to be sponsoring the newly
Talent Retention Through Meaningful Work Attracting and retaining top accounting talent isn’t just about offering competitive salaries or benefits, it’s
Client Retention Through Personalised Advisory Client retention is the foundation of any successful accounting practice. While attracting new clients is
Breaking the Compliance-Advisory Barrier: Practical Steps for Accountants Expanding from compliance services into advisory work is a goal for many
Enhancing Investment Opportunity Assessments for Private Equity Firms with VFD Pro Private equity (PE) firms face increasing pressures when evaluating
Burgis and Bullock – FD Fusion: Unlocking Productivity for UK SMEs Through Financial Leadership Introduction In an exciting collaboration, VFD,
How to Continuously Improve Your Advisory Practice Introduction Transitioning to advisory services is a significant achievement for any accounting firm.
Supporting Client Success and Driving Growth Through Advisory Services Introduction In today’s fast-paced business environment, accountants are no longer just
How to Upsell Advisory and Part-Time FD Services Introduction Once you’ve engaged clients in conversations about advisory services and demonstrated
Turning Client Interest into Action: Strategies for Engagement Introduction As your firm begins to raise awareness about its new advisory
How to Introduce Clients to Your New Advisory Services Introduction Transitioning from traditional compliance work to offering advisory services is
Training Your Team for Advisory Success: Overcoming Internal Barriers Introduction Shifting from compliance-based work to advisory services is not just
How to Choose the Right Technology Partner to Support Your Advisory Offering Introduction Transitioning from compliance-focused services to advisory work
Creating a Solid Implementation Plan for Advisory Services Introduction Transitioning your accounting firm from compliance-based services to offering high-value advisory
Embracing Advisory Services: Why Now is the Time for Change Introduction In recent years, the accounting industry has undergone significant
Ensuring You Have Round Pegs in Round Holes The success of your advisory services hinges on your people. Your team
Sustaining Your Early Advisory Success In the fast-paced world of accounting, success often comes quickly to those who are diligent
Enhancing Client Service and Scalability: The Role of Streamlining and Standardising Processes In the dynamic landscape of accountancy, firms face
Crafting a Clear Strategic Advisory Plan In our journey to implement scalable advisory services, the importance of a clear, well-crafted
We’re All in the Same ‘Advisory’ Boat If you’ve ever attempted to implement advisory services across your entire accounting practice,
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.
