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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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Landing Page: Core Insights

CORE Insights: Making Every Client Count

From Compliance to Advisory, and everything in-between.

Start Your Free Trial Today

What is CORE Insights?

The AI Powered CORE Insights highlights the key issues (Opportunities & Threats) so you can focus on helping clients at the same time as keeping them compliant.

Much more than 'just' insights

Insights start the conversation, the included reports deliver ongoing value for clients, the resulting actions change outcomes. 

Find out more

CORE Insights Trial Request

What happens during my Free Trial?

You can connect suitable clients, review your portfolio dashboard, generate Business Overview Reports and identify where follow-up conversations may be valuable.

It really is as simple as 1, 2, 3…

  1. Logon and add clients with one click.
  2. CORE Insights tells you which clients to focus on and why.
  3. Discuss with clients and get more…

… more Referrals, greater Client Satisfaction leads to larger Fee Increases, and where appropriate, upsell Advisory Support.

Start Your Free Trial Today

Call Us

0203 475 3313

Email Us

support@vfd-pro.com

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.