Empowering Accountants and Advisors to Deliver Exceptional Value
From compliance to growth and exit planning, our connection types are designed to meet every business need.
Choose the right tools to maximise impact for your clients.
Tailored reporting to meet your client needs
Each client is unique, with distinct goals and challenges. VFD Pro connection types are built to help accountants and advisors tailor their approach, delivering the right insights at the right time. Whether you’re helping clients with compliance, advising on growth, or planning their exit, our tools ensure you provide actionable, high-impact advice.
Business Overview
A clear snapshot of financial performance to spark smarter conversations.
Purpose
Provides a foundational overview of a client's financial performance.
Ideal for
Businesses in the early stages or those requiring high-level insights for quick decision-making.
Key Features
- Summary performance overview
- Top-level reporting on revenue, costs, margins and working capital
- Snapshot reporting for high-level decision making.
Benefits
- Identify key financial trends at a glance.
- Offers a springboard for deeper advisory conversations.
- Generate as often as you like for as many clients as you like at no additional cost
Compliance+
Simplify client meetings while delivering deeper insights that add value.
Purpose
Structured and repeatable process for client discussions, ensuring a consistent experience for clients and facilitating future focused conversations.
Ideal for
Clients requiring deeper insights to guide their strategic decisions.
Key Features
- Comprehensive financial health check
- Tailored agenda focused on delivering additional advisory services to your clients.
- Incorporates existing and potential business valuation.
Benefits
- Structured approach means every client receives the same consistently high level of service.
- Helps identify any issues before they escalate into problems.
Advisor Lite
Essential insights to guide day-to-day decisions with confidence.
Purpose
Delivers essential management reporting for clients needing impactful financial insights.
Ideal for
Businesses looking for guidance on their current performance without forecasting.
Key Features
- Analyse performance in the current financial year as well as trends over the past 3 years.
- Comprehensive review of profitability and working capital.
- Tailor the reporting content to the specific needs of your client.
Benefits
- Enables accountants to provide insights into key business areas like profitability and marketing efficiency.
- Helps clients make more informed operational and strategic decisions.
Advise & Grow
Empowering businesses to scale with data-driven growth strategies.
Purpose
Combines advisory tools with growth-focused insights to help businesses scale effectively.
Ideal for
Clients actively pursuing growth strategies and seeking guidance on financial planning and forecasting.
Key Features
- Strategic financial planning tools
- Advanced Forecasting
- Scenario Planning for Investment Decisions
Benefits
- Supports clients in planning for expansion while managing risks.
- Positions accountants as strategic partners in achieving business goals.
Grow & Exit
Maximise value and readiness for a seamless business transition.
Purpose
Tailored for businesses preparing for exit or long-term financial strategy, focusing on maximising value and readiness for exit.
Ideal for
Clients planning a sale, succession, or other exit strategy.
Key Features
- Business Valuation Tools
- Exit Readiness Reporting
- Long-term Financial Planning
Benefits
- Helps clients maximise business value and plan for a successful exit.
- Demonstrates the advisor’s expertise in navigating complex transitions.
Business Development
Demonstrate the value you can add to your clients and prospects at no additional cost.
Purpose
Produce a comprehensive suit of analysis on your client's business in your branding to help visualise the service you could deliver for them.
Ideal for
Providing reassurance to your clients and prospects that you can deliver exactly what you say you can.
Key Features
- Comprehensive review of profitability and working capital.
- Simple planning tools including business valuation.
- Utilise for 30 days per client at no additional cost
Benefits
- Provides a completely risk-free way to demonstrate the benefits you are able to deliver to clients and prospects.
- Use on an unlimited number of clients for a 30-day period.
Compare Connection Types
The table below outlines the reports available in each connection type. Use it to compare features and ensure the connection type meets both your needs and those of your clients.
TESTING TESTING >> | Business Overview | Compliance+ | Advisor Lite | Advise & Grow | Grow & Exit | Business 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 | £3.50 / mo. | £15 / mo. | £75 / mo. | £150 / mo. | |||
Potential ROI: Client Fee Income | 10% to 30%+ fee increase | £50 to £150 per month | £250 to £500 per month | £1,000 to £4,000 per month | £1,500 to £5,000+ per month | ||
Please note:
- Unless otherwise stated all connections are provided on a 1 month rolling basis.
- ‘Grow & Exit’ connections are provided on a minimum 12 month contract. Click here for alternative prices and options.
- Annual payment benefits from 12 months for the price of 10 months.
- All prices are subject to VAT.
Developing Your Service Proposition
Once you have reviewed your client base and established the relevant connection types a typical implementation across your client portfolio will most likely reflect the table below. Click here to see and example of the service levels you could recommend to your clients and prospects.
Service Level | Typical Client Requirement | % Clients | Connection Type | VFD Pro Plan |
1 | Master Financial Management with Training and Insights Gain essential financial skills and track your progress through our specialised training programs and straightforward monthly reports. | 80% | Business Overview | All Plans |
2 | Unlock Your Business’s Growth Potential Discover actionable insights and strategies designed to boost profit, improve cash flow, and enhance business value. | 10% | Compliance Plus | Essential Insights |
3 | Transform Data into Strategic Decisions Leverage your accounting data to meet quarterly goals and drive continuous business improvement with targeted insights. | 4% | Advisor Lite | Enhanced Reporting |
4 | Secure Your Financial Future with Expert Oversight Ensure financial integrity and proactive management by engaging a dedicated part-time Financial Controller for your business. | 3% | ||
5 | Strategic Financial Leadership for Growth Propel your business forward with expert planning, forecasting, and risk management provided by a part-time Finance Director. | 2% | Advise & Grow | Virtual Finance Director |
6 | Maximise Your Business Value for a Successful Exit Prepare your business for sale and maximise its market value through comprehensive strategic planning. | 1% | Grow & Exit | Exit Success |
Connection Discounting:
The count of connections applies to Advisor Lite / Advise & Grow / Grow & Exit (this does not include Compliance+)
| Number of Connections | Discount Applied |
|---|---|
| 1 to 24 connections | 0% |
| 25 to 99 connections | 30% |
| 100 to 499 connections | 35% |
| 500 to 999 connections | 40% |
| 1000+ connections | 45% |