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✦ 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

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Core Insights Free Trial

AI POWERED FINANCIAL INSIGHT

Identify client needs and turn insight into growth

Connect client data, identify risks and opportunities sooner, focus on the conversations that create value.

START YOUR FREE TRIAL
AI Powered Financial Insight

Identify client needs and turn insight into growth

Connect client data, identify risks and opportunities sooner, focus on the conversations that create value.

Start Your Free Trial
From data to valuable advice
1

Connect

Bring client accounting data securely into one place.

2

Identify

See risks, opportunities and clients needing attention.

3

Engage

Start the conversations that lead to advisory work.

4

Advise

Turn conversations into actions that improve results.

One platform. Every stage.

From identifying opportunities to delivering reporting, forecasting, valuation and exit-planning services.

  • CORE Insights portfolio review
  • Reporting and forecasting
  • Growth and cashflow planning
  • Build value and exit readiness

Trusted by hundreds of businesses and advisors to improve financial visibility, profitability, and growth.

  • Set up in minutes
Ready to explore CORE INSIGHTS FROM VFD Pro?

Start Your Free Trial

See where the opportunities are across your client base.

Not ready to start a trial yet?

See CORE Insights in action

Join a live introduction to VFD Pro CORE Insights and see how you can review your whole client base, spot risks and opportunities faster, and identify where valuable advisory conversations may exist.

No trial required — choose the webinar date that suits you.

Book a CORE Insights webinar
Sue Penney
Amazing Software and Outstanding Customer Service
VFD is the best software I have seen to create professional and meaningful reports for client. The support team go above and beyond to help you to get the best results. Nothing is too much trouble for them. I cannot recommend this software highly enough.
Sean Farnell
I love the VFD - there, I've said it!

We've tried many other 'reporting' Apps over the years but nothing has come close the the details of insights that the VFD provides. In fact it's less a reporting tool than a business roadmap, with relatively little input from the accountant or business owner the suite of reports and forecats cast a laser-like focus on the issues and opportunities facing a business.

If you've tried the rest, give the best a go. You won't be disappointed.
Jon Baggot
Brilliant software!
So quick and easy to connect up and get fantastic high level reports out with no mapping or messing around. Real conversation starters with clients. Support and development also superb!
Joe Sole
At last a great tool to deliver advisory services
I have looked at so many advisory tools, some I've used with clients, but not found anything that really hits the sweet spot. Until now, VFD is exactly what i've been looking for and makes the process of helping clients grow their business so much easier to deliver value. I highly recommend it
Martin Horton
Proper Management Reporting
Having worked in industry for 25 years before moving to practice I was always surprised how limited the options were for producing meaningful reports for clients. VFD plugs that gap and allows you to act like a real FD.
Margot Clarke
Love it!
I’ve trialled most of the other business advisory platforms and although they’re all pretty good there’s always been some feature missing which made it very difficult for me to choose which one to use. VFD Pro was recommended to me by Sean Farnell and I was immediately blown away by the completeness of the information and the wide variety of reports available. Everything I’d want to track with my clients is there. And better still the graphs are so visual and easy to understand that you can even use it with smaller businesses and startups. Love it!
Mark Wilton-Patrick
VFD Pro
I've been using VFD-pro for a couple of years and find it an invaluable tool when helping clients to understand their business from a historic perspective, and also to forecast future scenarios. We have used it to create successful investment pitches, to help demonstrate value to potential acquirers and also to assist business owners to gain a greater understand of their company. We recommend VFD to many other business service organisations, and we're impressed with the constant development programme. A must have toolkit for anyone in the field of business advice or management accounting in the SME sector.
Graeme Tennick
Awesome
This is a great tool for accountants but one that can easily be used to segment so much information of value for the client to make some quick wins all round.
John Pratt
A great piece of software.

Our clients love the easy to read management reports.
Rebecca Johnson
Great piece of software that is so impactful and understandable. Highly recommend.
Jack Herbert
Great piece of software, very user friendly
Cameron Rypel
As someone who is new to the reporting world I was blown away by the amount of reports and models that VFD has to offer, their training program gives you a great understanding of how they work and the extra support they give makes VFD worth using.
Barrie Jenkins
Great tool for accountants and business owners
This software allows you gain lots of valuable information about a business and presents it in a logical and useful way. It adds value by empowering the user to have more meaningful conversations. The team at VFD offer great support and I am pleased to work with them.
Wayne Hockley
I would highly recommend VFD Pro to any accounting practice that is looking to provide better quality reporting and have better quality conversations with clients.
Charlotte Zacharia
Fantastic Software
This software is just what the accountancy profession, and especially those accountants who provide forward thinking financial insight to their clients, have been waiting for. Cloud accounting software can not provide what VFD do, and VFD does it with such depth to provide our clients with invaluable knowledge about their business to help them grow, become more profitable and plan for future succession.
Gavin Jones
Excellent
For accountants and advisors this enables us to have the information available to have more insightful conversations with clients to help them. VFD also assisted me providing a funding proposal to banks for a client to purchase a pharmacy practice. Without this, it is likely the funding would have been a lot more difficult to obtain.
Bob Harper
Perfect
For accountants who want to have better commercial conversations with clients and leadership teams.
Mike Ogilvie
Brilliant - if you want to generate more useful management information at a granular level
I have been working with VFDpro for 2 years and am delighted with the way they listen to what we need, and then watch the software improve dramatically from an already great position. This is by far the best management information tool for SMEs that I have ever come across
Steve Richardson
VFD helps us deliver an advisory service to our clients in a way that they can truly understand and take on board. We're very impressed with the product and the support we receive.
Kim Lanighan
Brilliant!
As an Accountant, I love VFD. It provides my clients with so much information but in a way they can understand. I honestly wouldn't use anything else now.
Cliff Spolander
What a piece of software!!!!
Any business advisor or accountant who is serious about offering their clients the very best service and financial information must use VFD-Pro, it will transform how you do business!!
Andrew Allen
As business owner, we use Xero for three separate businesses.

Our accountant, Martyn Keates of Keates and Co, introduced us to VFD Pro when he took us through a number of extremely detailed reports to help us understand exactly what was going on with our finance. He also highlighted numerous areas where we could make improvements, (cut costs, increase sales and improve margins).

Now Martyn is not just our Accountant, he also acts as our Part-Time FD and an invaluable part of our Management Team.
Peter Smith
This is an excellent piece of software that should enhance the tool kit of any forward looking accountancy professional.
Ready to explore VFD Pro?

Start Your Free Trial

See where the opportunities are across your client base.

Not ready to start a trial yet?

See CORE Insights in action

Join a live introduction to VFD Pro CORE Insights and see how you can review your whole client base, spot risks and opportunities faster, and identify where valuable advisory conversations may exist.

No trial required — choose the webinar date that suits you.

Book a CORE Insights webinar
From data to valuable advice
1

Connect

Bring client accounting data securely into one place.

2

Identify

See risks, opportunities and clients needing attention.

3

Engage

Start the conversations that lead to advisory work.

4

Advise

Turn conversations into actions that improve results.

One platform. Every stage.

From identifying opportunities to delivering reporting, forecasting, valuation and exit-planning services.

  • CORE Insights portfolio review
  • Reporting and forecasting
  • Growth and cashflow planning
  • Build value and exit readiness

Trusted by hundreds of businesses and advisors to improve financial visibility, profitability, and growth.

  • Set up in minutes
Sue Penney
Amazing Software and Outstanding Customer Service
VFD is the best software I have seen to create professional and meaningful reports for client. The support team go above and beyond to help you to get the best results. Nothing is too much trouble for them. I cannot recommend this software highly enough.
Sean Farnell
I love the VFD - there, I've said it!

We've tried many other 'reporting' Apps over the years but nothing has come close the the details of insights that the VFD provides. In fact it's less a reporting tool than a business roadmap, with relatively little input from the accountant or business owner the suite of reports and forecats cast a laser-like focus on the issues and opportunities facing a business.

If you've tried the rest, give the best a go. You won't be disappointed.
Jon Baggot
Brilliant software!
So quick and easy to connect up and get fantastic high level reports out with no mapping or messing around. Real conversation starters with clients. Support and development also superb!
Joe Sole
At last a great tool to deliver advisory services
I have looked at so many advisory tools, some I've used with clients, but not found anything that really hits the sweet spot. Until now, VFD is exactly what i've been looking for and makes the process of helping clients grow their business so much easier to deliver value. I highly recommend it
Martin Horton
Proper Management Reporting
Having worked in industry for 25 years before moving to practice I was always surprised how limited the options were for producing meaningful reports for clients. VFD plugs that gap and allows you to act like a real FD.
Margot Clarke
Love it!
I’ve trialled most of the other business advisory platforms and although they’re all pretty good there’s always been some feature missing which made it very difficult for me to choose which one to use. VFD Pro was recommended to me by Sean Farnell and I was immediately blown away by the completeness of the information and the wide variety of reports available. Everything I’d want to track with my clients is there. And better still the graphs are so visual and easy to understand that you can even use it with smaller businesses and startups. Love it!
Mark Wilton-Patrick
VFD Pro
I've been using VFD-pro for a couple of years and find it an invaluable tool when helping clients to understand their business from a historic perspective, and also to forecast future scenarios. We have used it to create successful investment pitches, to help demonstrate value to potential acquirers and also to assist business owners to gain a greater understand of their company. We recommend VFD to many other business service organisations, and we're impressed with the constant development programme. A must have toolkit for anyone in the field of business advice or management accounting in the SME sector.
Graeme Tennick
Awesome
This is a great tool for accountants but one that can easily be used to segment so much information of value for the client to make some quick wins all round.
John Pratt
A great piece of software.

Our clients love the easy to read management reports.
Rebecca Johnson
Great piece of software that is so impactful and understandable. Highly recommend.
Jack Herbert
Great piece of software, very user friendly
Cameron Rypel
As someone who is new to the reporting world I was blown away by the amount of reports and models that VFD has to offer, their training program gives you a great understanding of how they work and the extra support they give makes VFD worth using.
Barrie Jenkins
Great tool for accountants and business owners
This software allows you gain lots of valuable information about a business and presents it in a logical and useful way. It adds value by empowering the user to have more meaningful conversations. The team at VFD offer great support and I am pleased to work with them.
Wayne Hockley
I would highly recommend VFD Pro to any accounting practice that is looking to provide better quality reporting and have better quality conversations with clients.
Charlotte Zacharia
Fantastic Software
This software is just what the accountancy profession, and especially those accountants who provide forward thinking financial insight to their clients, have been waiting for. Cloud accounting software can not provide what VFD do, and VFD does it with such depth to provide our clients with invaluable knowledge about their business to help them grow, become more profitable and plan for future succession.
Gavin Jones
Excellent
For accountants and advisors this enables us to have the information available to have more insightful conversations with clients to help them. VFD also assisted me providing a funding proposal to banks for a client to purchase a pharmacy practice. Without this, it is likely the funding would have been a lot more difficult to obtain.
Bob Harper
Perfect
For accountants who want to have better commercial conversations with clients and leadership teams.
Mike Ogilvie
Brilliant - if you want to generate more useful management information at a granular level
I have been working with VFDpro for 2 years and am delighted with the way they listen to what we need, and then watch the software improve dramatically from an already great position. This is by far the best management information tool for SMEs that I have ever come across
Steve Richardson
VFD helps us deliver an advisory service to our clients in a way that they can truly understand and take on board. We're very impressed with the product and the support we receive.
Kim Lanighan
Brilliant!
As an Accountant, I love VFD. It provides my clients with so much information but in a way they can understand. I honestly wouldn't use anything else now.
Cliff Spolander
What a piece of software!!!!
Any business advisor or accountant who is serious about offering their clients the very best service and financial information must use VFD-Pro, it will transform how you do business!!
Andrew Allen
As business owner, we use Xero for three separate businesses.

Our accountant, Martyn Keates of Keates and Co, introduced us to VFD Pro when he took us through a number of extremely detailed reports to help us understand exactly what was going on with our finance. He also highlighted numerous areas where we could make improvements, (cut costs, increase sales and improve margins).

Now Martyn is not just our Accountant, he also acts as our Part-Time FD and an invaluable part of our Management Team.
Peter Smith
This is an excellent piece of software that should enhance the tool kit of any forward looking accountancy professional.

VFD Pro in 6 steps

Help more clients survive, thrive, scale and exit successfully

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.

Know who to speak to, and why

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.

Give every client a clearer view of performance

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.

Turn reports into better client conversations

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?”

Support clients in different ways

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.

Explore VFD Pro with your own clients

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.