CORE INSIGHTS FOR ACCOUNTANCY PRACTICES
Know which clients to speak to, and why
CORE Insights reviews connected client accounting data across your portfolio, highlighting possible risks and opportunities. Your team can investigate the detail, decide where attention is valuable and prepare a more relevant conversation.
CORE Insights for accountancy practices
Know which clients to speak to, and why
CORE Insights reviews connected client accounting data across your portfolio, highlighting possible risks and opportunities. Your team can investigate the detail, decide where attention is valuable and prepare a more relevant conversation.
A clearer starting point for proactive advice
Most firms already have clients who would benefit from a timely conversation. The difficult part is recognising which ones need attention across a busy portfolio, checking what the figures mean, and following through consistently. CORE Insights helps bring those decisions into a review process. It supports professional judgement; it does not replace it.
From portfolio signal to client action
- 01 / CONNECTBuild a suitable portfolioConnect client accounting data, including multiple Xero organisations where appropriate.
- 02 / REVIEWChoose where to lookUse the portfolio view and Opportunity Cards to identify clients and issues worth investigating.
- 03 / ACTPrepare a useful conversationCheck the client detail, use a Business Overview Report or suggested discussion points, and record the agreed next action.
Financial signals and AI-assisted suggestions require review against the underlying data and the client’s circumstances.
See the portfolio view
Opportunity Cards help your team narrow the client list and choose where to investigate. The next step is to check the figures and client context before planning a conversation.
Watch the CORE Insights webinar →Where does your practice need help?
The same product can solve a different problem depending on how your firm delivers advice today. Choose the situation closest to yours.
For compliance-led practices
A practical first step towards more proactive client support
Explore this situation →For growing practices
Make proactive client attention more consistent across the practice
Explore this situation →For established advisory teams
Extend advisory attention beyond the clients already receiving it
Explore this situation →For practices with reporting tools
Decide where CORE Insights fits alongside your existing software
Explore this situation →CORE Insights and the wider VFD toolkit
CORE Insights focuses on portfolio review and prioritising client conversations. VFD Pro’s wider reporting, forecasting and planning tools serve subsequent and more detailed advisory work. The CORE Insights trial gives you access to CORE Insights so you can test this first step without taking on the full toolkit at once.
Test it with your own client portfolio
Start a 28-day CORE Insights trial with up to five clients. No payment card is required. Review the findings with your team and decide whether the process is useful for your practice.
