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.
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.
A connection type to meet every business need:
- Future Focused Discussions: use Compliance+
- Full Management Reporting: use Advisor Lite
- Planning and Forecasting: use Advise & Grow
- Exit Planning and Support: use Grow & Exit
Included in all plans at no extra cost:
- Business Overview Reporting: use Business Overview
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.
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 | £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 | |
‘Business Development’ connections are included with every subscription to support your sales discussions.
*Demonstrate and discuss with clients / prospects – use the Business Development connection for 30 days for any client
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% |