How It Works

Introducing VFD Pro
Indepth insights into business performance

Integrations
VFD Pro connects securely to your favourite cloud accounting platform

The CAAM Process
Pinpoint clients who need support and can afford to pay for it

Case Studies
VFD Pro connects securely to your favourite cloud accounting platform

Reports & Models
Powerful tools to review, analyse, and predict financial data

Platform Comparison
VFD Pro supports business from Start-Up to Exit Valuation

ROI & Pricing
Future focused discussion improving fee potential
Pricing

Practice Plans
A range of plans to provide tailored client support

Business User Plans
Monitor, measure and forecast business performance

CAAM System Pricing
Prices and options for the CAAM setup and options

How Pricing Works
Improve client retention and fee income with future focused meetings

Connection Types
Select the level of reporting needed for each business

Manufacturing Consortium
Specialist support for the Manufacturing Sector

Business Valuation & Exit
Explore 7 different business valuation models
Resources

Reports & Models
Guides, webinars and videos

System Overview
Explore key elements of the VFD Pro application

Did you know?
You can click the 'Live Chat' button in the bottom right of your screen to talk to our customer service team.
Case Studies
Webinars
Training & CPD
VFD Mastery Programme

VFD Compliance +
Programme Comparison
Subscriber Academy

Technical Support
Business Development
The VFD Way
The VFD Way

Fast Track
Mastermind Groups
Practice Owners Peer Support
Client Delivery

7 Step Framework
Growing Your Numbers
Executive FD Support
Business Owner Support

Financial Management for Business Owners
Exit Planning 101
Find an Advisor
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How does VFD Pro compare with other platforms

The comparison table below is based on feedback from Accountants, Bookkeepers and Business Advisors who have experience of using multiple ‘reporting’ platforms. All platforms continuously develop, if you would like to suggest any changes to this table please get in touch.

CORE FUNCTIONALITY		FUTRLI	SYFT	FATHOM	SPOTLIGHT
START UP BUSINESS PLANNING
Start Up Funding Proposal
FUTURE FOCUSED CLIENT MEETINGS
Business Overview Report
Client Discussion Framework
ENHANCED MANAGEMENT REPORTING
Board Summary Reports
Performance Trend Analysis
Supply Chain Analysis
Customer Analysis
Non Financial KPI's
Exception / Risk Alerts
Marketing ROI
GROWTH PLANNING, FORECASTING & FUNDING
Strategic Business Growth Model
Client Segmentation
Customer Targeting
Forecast Model
Funding Proposals
EXIT PLANNING, VALUATION, DUE DILIGENCE
Business Valuation
Exit Planning Model
Due Diligence Report