Connecting Clients
Once you’re logged in, the next step is connecting your first client. This unlocks the reporting and modelling tools that show you (and them) the real power of VFD Pro.
To-do checklist (optional):
- Connect your first client to the Portal.
- Choose the right connection type (Trial, Business Overview, or full plan).
- Run a Business Overview report to see the data in action.
VFD Pro Integrations – full list
Click here to see which accounting platforms are supported and get guidance on specific setup requirements.
Unlimited Trial Connections (Business Development)
Use Trial (Business Development) connections to give prospects 30 days of access, an easy way to demonstrate value and win new clients.
- No limit on how many trials you create.
- Run reports, fix bookkeeping issues, and re-run before presenting.
- Use insights as an upsell opportunity if you don’t currently manage their bookkeeping.
👉 Tip: After 30 days, upgrade the connection to a Business Overview or a paid plan. See connection types ›
Unlimited Business Overview Connections
The Business Overview Report is included for as many clients as you like.
- Some firms charge £50–£150/month for this alone.
- Others use it to add value for free, then adjust fees later as the client sees results.
- Either way, it’s a simple, powerful way to start deeper conversations.
👉 Tip: Start with a prospect or existing client where you know a conversation about growth or improvement is already needed.