Exception Reporting
Exception Reporting is about spotting what others miss. Instead of scanning every line, VFD Pro highlights the issues, and opportunities, which deserve attention.
These Opportunity Exception Reports (OERs) are only generated when specific conditions are triggered in a client’s financial data. That means every time one appears, it’s a real chance to create impact.
Benefits for You and Your Clients
- Prove your value – go beyond reporting to uncover opportunities and risks.
- Quick wins – deliver tangible improvements that remind clients why they work with you.
- Conversation starters – highlight issues and open the door to wider support.
- Trust builder – show clients you’re always watching their back and going the extra mile.
Typical Uses
- Add value for existing clients – especially those on Part-Time FD/CFO services.
- Win over sceptical clients – share an exception report as a reason to meet.
- Targeted outreach – identify clients with specific issues and invite them to a webinar or seminar.
Available Exception Reports
- Customer Exception Report – spot risks and trends in customer behaviour.
- Utilities Exception Report – identify unusual or avoidable cost patterns.
👉 Tip: Share just one well-timed Exception Report and you’ll show more value than many advisors deliver in a year.
Go Further with Mastery
In the VFD Mastery Programme, you’ll learn how to integrate Exception Reporting into a regular management process; turning these reports into structured, high-value client conversations.
👉 Next: Explore Business Valuation (EVA) to show clients the real value of their business and how it can grow.