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Making the most of your 28 day trial

Welcome to your Free Trial of VFD Pro

How much hidden potential to increase profit, cash and business value will you find?
Click Here to Access Your VFD Pro Portal & Connect Your Clients
Need Support?: Schedule Your 121 Portal Overview

Accountants & Business Advisors

  • Support all businesses from Startup, Scale up to Exit
  • Make 'Year End' meetings a huge 'WOW' for clients
  • Help clients Plan, Forecast, plus Management Reporting
  • Quickly and easily identify opportunities and risks to growth
  • Help clients scale and become Exit Ready
  • Take much of the grunt work out of the M&A process
Are You 'Advisory Ready'?: Take the Assessment

In-House Accountants & Business Owners

  • Achieve financial clarity and understanding
  • Financial training and education for managers
  • Pinpoint opportunities to increase profit, cash, value
  • Identify and track key financial performance indicators
  • Record and report non-financial and financial results
  • Optimise cash flow and help to obtain finance
Are You Getting the Guidance You Need?

For every business connected via your VFD Pro portal What you can do during your 28 Day Free Trials

Prepare a tailored meeting agenda
highlighting risk and opportunities

Indicative
Business Valuation

Create a personalised reporting pack for
each client based on their needs

Deliver enhanced client value and
develop your advisory proposition

Find out how easy VFD is to use - Automate the
provision of reporting across your entire client base.

Getting Started: What is the Ideal Business Client to Connect to VFD Pro?

Quick Start Guide (Accountants & Advisors)

* Use Xero / QBO for a direct connection, ideally with 2 years data to see comparable performance.

Business Owner without In-House Finance?

With a practice plan you can produce the Business Overview Report for every connected client.
Sue Penney | Penney's Accountancy
Amazing Software and Outstanding Customer Service
VFD is the best software I have seen to create professional and meaningful reports for client. The support team go above and beyond to help you to get the best results. Nothing is too much trouble for them. I cannot recommend this software highly enough.
Sean Farnell | Burgis & Bullock
I love the VFD - there, I've said it!

We've tried many other 'reporting' Apps over the years but nothing has come close the the details of insights that the VFD provides. In fact it's less a reporting tool than a business roadmap, with relatively little input from the accountant or business owner the suite of reports and forecats cast a laser-like focus on the issues and opportunities facing a business.

If you've tried the rest, give the best a go. You won't be disappointed.
Jon Baggot | Numeric Accounting
Brilliant software!
So quick and easy to connect up and get fantastic high level reports out with no mapping or messing around. Real conversation starters with clients. Support and development also superb!
Joe Sole | Sole Associates
At last a great tool to deliver advisory services
I have looked at so many advisory tools, some I've used with clients, but not found anything that really hits the sweet spot. Until now, VFD is exactly what i've been looking for and makes the process of helping clients grow their business so much easier to deliver value. I highly recommend it
Martin Horton | Rivington Accounts
Proper Management Reporting
Having worked in industry for 25 years before moving to practice I was always surprised how limited the options were for producing meaningful reports for clients. VFD plugs that gap and allows you to act like a real FD.
Margot Clarke
Love it!
I’ve trialled most of the other business advisory platforms and although they’re all pretty good there’s always been some feature missing which made it very difficult for me to choose which one to use. VFD Pro was recommended to me by Sean Farnell and I was immediately blown away by the completeness of the information and the wide variety of reports available. Everything I’d want to track with my clients is there. And better still the graphs are so visual and easy to understand that you can even use it with smaller businesses and startups. Love it!
Mark Wilton-Patrick
VFD Pro
I've been using VFD-pro for a couple of years and find it an invaluable tool when helping clients to understand their business from a historic perspective, and also to forecast future scenarios. We have used it to create successful investment pitches, to help demonstrate value to potential acquirers and also to assist business owners to gain a greater understand of their company. We recommend VFD to many other business service organisations, and we're impressed with the constant development programme. A must have toolkit for anyone in the field of business advice or management accounting in the SME sector.
Graeme Tennick Accountants | Tennick
Awesome
This is a great tool for accountants but one that can easily be used to segment so much information of value for the client to make some quick wins all round.
John Pratt | Bidwell Accountancy
A great piece of software.

Our clients love the easy to read management reports.
Rebecca Johnson | Lewis Ballard
Great piece of software that is so impactful and understandable. Highly recommend.
Jack Herbert | Burgis & Bullock
Great piece of software, very user friendly
Cameron Rypel | Rivington Accounts
As someone who is new to the reporting world I was blown away by the amount of reports and models that VFD has to offer, their training program gives you a great understanding of how they work and the extra support they give makes VFD worth using.
Barrie Jenkins | Park Lane Accountants
Great tool for accountants and business owners
This software allows you gain lots of valuable information about a business and presents it in a logical and useful way. It adds value by empowering the user to have more meaningful conversations. The team at VFD offer great support and I am pleased to work with them.
Wayne Hockley | Anthony Russel
I would highly recommend VFD Pro to any accounting practice that is looking to provide better quality reporting and have better quality conversations with clients.
Charlotte Zacharia | Z2
Fantastic Software
This software is just what the accountancy profession, and especially those accountants who provide forward thinking financial insight to their clients, have been waiting for. Cloud accounting software can not provide what VFD do, and VFD does it with such depth to provide our clients with invaluable knowledge about their business to help them grow, become more profitable and plan for future succession.
Gavin Jones | Lewis Ballard
Excellent
For accountants and advisors this enables us to have the information available to have more insightful conversations with clients to help them. VFD also assisted me providing a funding proposal to banks for a client to purchase a pharmacy practice. Without this, it is likely the funding would have been a lot more difficult to obtain.
Bob Harper
Perfect
For accountants who want to have better commercial conversations with clients and leadership teams.
Mike Ogilvie | X5 Accountants
Brilliant - if you want to generate more useful management information at a granular level
I have been working with VFDpro for 2 years and am delighted with the way they listen to what we need, and then watch the software improve dramatically from an already great position. This is by far the best management information tool for SMEs that I have ever come across
Steve Richardson | BWP Inspire
VFD helps us deliver an advisory service to our clients in a way that they can truly understand and take on board. We're very impressed with the product and the support we receive.
Kim Lanighan | Optics Accountants
Brilliant!
As an Accountant, I love VFD. It provides my clients with so much information but in a way they can understand. I honestly wouldn't use anything else now.
Cliff Spolander / Business By Design
What a piece of software!!!!
Any business advisor or accountant who is serious about offering their clients the very best service and financial information must use VFD-Pro, it will transform how you do business!!
Andrew Allen
As business owner, we use Xero for three separate businesses.

Our accountant, Martyn Keates of Keates and Co, introduced us to VFD Pro when he took us through a number of extremely detailed reports to help us understand exactly what was going on with our finance. He also highlighted numerous areas where we could make improvements, (cut costs, increase sales and improve margins).

Now Martyn is not just our Accountant, he also acts as our Part-Time FD and an invaluable part of our Management Team.
Peter Smith
This is an excellent piece of software that should enhance the tool kit of any forward looking accountancy professional.
Chris Metcalf / In depth data extracted easily
VFD Pro allows us to extract in depth data on our clients performance, presents the data in an understandble way, and makes it easy to extract the data. The training VFD provide also covers a lot more than just how to use the software, it helps deliver advisory services and gives you access to a wealth of experience.
Sharon Hirsh | Argus AccountingFantastic Tool
I found this great from the off. The set up and connection to accounting software was seamless. The reports offer a huge amount of detail which is extremely valuable to our clients and the training from VDF on their usage is unique in its depth. The response from support is always excellent and they are keen to hear about improvements which is something I love.

You can select you plan based on the level of support you are planning to offer. (VFD Pro enables you to tailor the reporting suite for each client so you can personalise the ‘advisory experience’. You have flexibility to make changes as client demands change)

Future
Focused
Client Meetings

Enhanced
Management
Reporting

Forecasting
& Business
Growth

Business Sale
&
Exit Planning

Calculate Your ROI
Need to educate your clients on your team?

Mastery
Programme

Mastermind
Groups

Financial Management and
Exit Planning for business

Make 'Advisory' Easy What is it? How do we deliver it?

The typical practice implementation plan:

  • Invest in 24 hours of VFD Mastery training
  • Start discussing future growth potential with every client
  • Provide Financial and Exit Planning education for clients
  • Automate Reporting – invest more time in discussion
  • Deliver Planning, Forecasting and Part Time FD services
  • Help clients plan for and execute a successful exit

What do most firms charge for these services?

  • This is an investment – so establish your projected ROI
  • Simply increase fees in line with the increased value provided
  • Education is included for clients, an extra charge others
  • Part Time FC: Monthly Reporting + Review Meetings
  • Part Time FD: Support and Direct everything finance
  • Part Time FD+: Retainer plus contingent success fees

Every VFD Pro plan allows you to produce a complete suite of reports for prospective advisory clients.

Calculate your 'Practice Return' by deploying VFD Pro
Exit Planning Support

Working with a business owner who is ready to exit?

Contact us to access the VFD Pro Exit Valuation Accelerator and save ‘days of your time’

Detailed Business
Valuation Model

Financial
Due Diligence

Customer &
Supplier Analysis

Prepare a tailored meeting agenda highlighting risk and opportunities (using CDM)

Indicative Business Valuation (Using CDM)

Create a personalised reporting pack for each client based on their needs. (link to reports)

Deliver enhanced client value and develop your advisory proposition (use BOR)

Find out how easy VFD is to use - Automate the provision of reporting across your entire client base.

Join the Growing Network of Advisory Practices

VFD Pro is designed to give your practice the edge when advising clients on how to move their business forward.

Find Out More

Need help? Call us at 0203 475 3313

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