| Connection Type | Business Overview | Compliance+ | Advisor Lite | Advise & Grow | Grow & Exit | Business Development |
|---|---|---|---|---|---|---|
| Help your client with... | Monthly Overview Report | Future Focused Client Meetings | Comprehensive Management Reporting | Growth Planning & Reporting | Exit Planning, Valuation & Due Diligence | Practice Development |
| Enhanced Performance Reports | ||||||
| Business Overview Report | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Performance Analysis Report | ✓ | ✓ | ✓ | ✓ | ||
| Performance Trend Report | ✓ | ✓ | ✓ | ✓ | ||
| Board Summary Report | ✓ | ✓ | ✓ | ✓ | ||
| Board Detail Report | ✓ | ✓ | ✓ | ✓ | ||
| Management Report | ✓ | ✓ | ✓ | ✓ | ||
| Customer Analysis Report | ✓ | ✓ | ✓ | ✓ | ||
| Marketing ROI Report | ✓ | ✓ | ✓ | |||
| Supplier Analysis Report | ✓ | ✓ | ✓ | ✓ | ||
| Business Growth Advisory | ||||||
| Client Discussion Model | ✓ | ✓ | ✓ | ✓ | ||
| Business Growth Model | ✓ | ✓ | ✓ | ✓ | ||
| Strategic Planning Model | ✓ | ✓ | ||||
| Client Segmentation Model | ✓ | ✓ | ||||
| Customer Targeting Model | ✓ | ✓ | ||||
| Forecast Model (by Customer) | ✓ | ✓ | ||||
| Forecast Model (by Nominal) | ✓ | ✓ | ||||
| Funding Proposal | ✓ | ✓ | ||||
| Performance vs Forecast Plan | ✓ | ✓ | ||||
| Non Financial KPI Model | ✓ | ✓ | ||||
| Business Data Model | ✓ | ✓ | ||||
| Opportunity Exception Reports | ||||||
| Customer Exception Report | ✓ | ✓ | ✓ | |||
| Utilities Exception Report | ✓ | ✓ | ✓ | |||
| Telecoms Exception Report | ✓ | ✓ | ✓ | |||
| Exit Value Accelerator (EVA) | ||||||
| Business Valuation Model | ✓ | |||||
| Exit Planning Model | ✓ | |||||
| Performance vs Plan | ✓ | |||||
| Due Diligence Report | ✓ | |||||
| Connections included in each VFD Pro subscription | ||||||
| ESSENTIAL INSIGHTS | Unlimited | 10* | Unlimited | |||
| ENHANCED REPORTING | Unlimited | 15* | 5* | Unlimited | ||
| VIRTUAL FINANCE DIRECTOR | Unlimited | 20* | 10* | 5* | Unlimited | |
| EXIT SUCCESS | Unlimited | 25* | 15* | 10* | 2* | Unlimited |
| Cost for additional connections (volume discounts apply) | £3.50 / mo. | £15 / mo. | £75 / mo. | £150 / mo. | ||
✦ 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
