AI-powered reporting, forecasting, and strategic planning – all done for you. Elevate Your QuickBooks Experience with VFD Pro
Unlock fully automated insights with AI-driven financial reports, business valuations, and exit planning. Stay on track with risk alerts, detailed forecasts, and profit analysis, tailored to your business.
Simple and Seamless Integration
The integration between VFD Pro and QuickBooks is very straight forward, we use the data feeds displayed to create all reporting and analysis. Information only flows from QuickBooks to VFD Pro, at no point is any data written to your QuickBooks account.
- Enhanced Management Reporting
Completely automated suite of management reports analysing every area of business performance
- Interactive BI Dashboard
Business Intelligence Dashboard provides an interactive analysis of business performance
- Opportunity Exception Reports
Detailed transactional analysis to highlight opportunities to increase sales/ margins and decrease costs
- Business Growth Advisory Tools
Models to highlight key profit drivers within a business and plan how each contributes towards a profit improvement
Enhanced Management Reporting
The Enhanced Performance Reports provide you and your clients with unparalleled business insight, by highlighting not only historic performance but more important the underlying business drives that will impact your client’s future performance, positive or negative.
Dashboard
As part of your VFD Pro package you are provided with a dashboard using industry leading business intelligence tools. Allows you to to perform a detailed interrogation of business performance over the past 2 years.
Opportunity Exception Reports
Help your clients by highlighting ‘quick win’ opportunities to cut costs, improve margins and increase revenue, all of which deliver huge value to your clients allowing them to pay themselves more whilst improving their EBITDA and their company value, a winning formula for any relationship.
Business Growth Advisory Models
Reporting on past performance is key to understanding the history, but Business Growth is all about the future and for that you need tools and models to help you project historic performance, understand which key drivers will have the greatest impact on future success and profitability, to forecast and plan for the future.
Email Alerts
You can send tailored email alerts to your clients with accompanying performance analytics. Ensure your clients know you’re number one priority is improving the profitabilty of their business.
FAQs
How do I access the VFD Pro Portal?
Click ‘Login’ in the top right hand corner of any page and enter the credentials provided when you set up an account.
How do I ensure my data is up to date?
Your data is synced at whichever frequency you have determined suitable. For your reporting, forecasting and analytics to be up to date all you need to do is amend the ‘Accounting Date’ to the end of the month to which the accounts are finalised.
How do I remove client data from VFD Pro?
Within your VFD Pro Portal click on ‘Delete’ next to the data you want deleted and then click ‘Yes’ when prompted. All data relating to this company will now be deleted from the VFD Pro servers.