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. Click on the buttons below to explore each connection type.

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

Enhanced 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.

Potential Return: Incremental fee income per client per month 

£50 to £150

£250 to £500

£1,000 to £4,000

£1,500 to £5,000

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.
  • Annual payment benefits from 12 months for the price of 10 months.
  • All prices are subject to VAT.

Connection Discounting:

The count of connections applies to Advisor Lite / Advise & Grow / Grow & Exit (this does not include Compliance+)

Number of ConnectionsDiscount Applied
1 to 24 connections0%
25 to 99 connections30%
100 to 499 connections35%
500 to 999 connections40%
1000+ connections45%
  

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

Benefits

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

Benefits

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

Benefits

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

Benefits

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

Benefits

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

Benefits