Two-Factor Authentication
Two-Factor Authentication provides an added level of security to prevent anyone else from being able to access your account. Enabling Two-Factor Authentication At present you can choose whether to enable Two-Factor Authentication. As of 6th May 2024 this will become mandatory and you will be prompted to setup Two-Factor Authentication on login if you have […]
SortMyBooks Integrations
Getting Started Create an accountPlease click here to create an account. Add a clientOnce you’ve logged into your VFD Pro Portal click ‘Add Client’, you will be prompted to enter the following information:1 – Company Name2 – Company Registration Number (used for benchmarking purposes)3 – Reporting Date (the most recent month accounts are up to […]
Report Configuration – Updating Disclaimer
Auto-Reporting
VFD Mastery Programme
Manage Agents – Guide
The ‘Manage Agents’ feature allows you add and remove agent accounts, amend which divisions can be accessed,and edit the permissions assigned to each agent.
Managing Client Users – Guides
You may find you would like your client to receive a notification when new reports are ready to view and/or allowthem to view reports without having to ask you to provide them. To enable this, you can set the client up as a ‘ClientUser’. You can also specify which reports they will have access to […]
Accessing Support Resources
Microsoft has stopped macros from running because the source of this file is untrusted
Microsoft have added a security feature to help keep windows users safe from malware (malicious software) by preventing macros (instructions to run tasks) from running on anything that has been downloaded from an ‘untrusted’ source i.e. any site that has not been specified as ‘trusted’.To prevent this error from appearing, VFD-Pro.com must be set as […]
Portal Orientation – Overview
Portal Orientation – Adding Clients
VFD Pro Compliance+ Connection
What is Included with the Compliance+ Connection Type The Compliance+ connection type and the related support gives you everything you need to transform client relationships, making them future focussed, highly valued and in so doing substantially increasing fee income with no additional time required. There are three key elements to the tool kit: Client Discussion […]
Excel Integration
Getting Started Create an accountPlease click here to create an account. At this time you can produce the following from an Excel data import: 5-year 3 Way Forecast Automatically populated Funding Proposal To do this you need to access the ‘Universal Funding Proposal’ that can be found in the ‘Business Growth Advisory’ section of your […]
Surf Accounts Integration
Getting Started Create an accountPlease click here to create an account. Add a clientOnce you’ve logged into you VFD Pro Portal click ‘Add Client’, you will then be prompted to enter the following information:1 – Company Name2 – Company Registration Number (used for benchmarking purposes)3 – Accounting Date (the most recent month accounts are up […]
QuickBooks Integration
Getting Started Create an accountPlease click here to create an account. Add a clientOnce you’ve logged into you VFD Pro Portal click ‘Add Client’, you will then be prompted to enter the following information1 – Company Name2 – Company Registration Number (used to provide information for benchmarking purposes)3 – Accounting Date (the most recent month […]
Sage Integration
Sage 50 Instructional Video Getting Started Create an accountPlease click here to create an account. Add a clientOnce you’ve logged into you VFD Pro Portal click ‘Add Client’, you will then be prompted to enter the following information1 – Company Name2 – Company Registration Number (used to provide information for benchmarking purposes)3 – Accounting Date […]
Xero Integration
Getting Started Create an accountPlease click here to create an account. Add a clientOnce you’ve logged into your VFD Pro Portal click ‘Add Client’, you will be prompted to enter the following information:1 – Company Name2 – Company Registration Number (used for benchmarking purposes)3 – Accounting Date (the most recent month accounts are up to […]
Project Management / Supplier Liaison
There are a host of one-off activities that need to be implemented, tested, and communicated to successfully put in place the systems and processes to support your Financial Advisory deployment. The list that follows is for illustration and is by no means complete, at last count there were over 54 separate tasks and activities than […]
Management Review Meetings
Implementing Financial Advisory is a Change Management process and as anyone in business knows, Change Management is one of the toughest challenges we must deal with as managers. To effectively manage a complex combination of interrelated activities across multiple teams and individuals, especially if it includes external 3rd parties is a time consuming and often […]
Accountability, Coaching and Mentoring
Training alone transfers knowledge, but to achieve mastery takes practice and as with everything in life, it is much easier to practice with a little bit of coaching. The process can be likened to getting fit, you can go to the Gym and learn how to use the equipment, but unless or until you use […]
Client Segmentation and Strategic Planning Workshop
This is an exercise you and your team will want to conduct as a charged for service with clients, so it makes sense to start by working through the process for your own practice. The objective of the exercise is to establish a realistic Business Development plan that you and your team, (or your clients […]
FiMBO Presentation Delivery
FiMBO Marketing and Automation
Overview Marketing Content & Automation To help you communicate with clients (and prospects) and invite them to sign up there are 12 email templates you can use, these will ideally be built into an automated email marketing campaign. Post-workshop, delegates will ideally receive an email to repeat the call-to-action, invite the client to book a […]
FiMBO Introduction
Introduction Branded Presentations There are 2 options available. Branded Presentation (Greyscale) There are 12 PowerPoint Presentations that make up the Financial Management for Business Owners (FiBMO) training programme. To help you to present the most professional image and client experience possible we will take your logo, your colour scheme and re-brand the 12 PowerPoint Presentations […]
VFD Pro Grow & Exit Connection
What is Included with the ‘Grow & Exit’ VFD Pro Connection Type The Grow and Exit Connection type, (C9), provides you with everything you need to support your Part-Time / Virtual Finance Director, (or CFO) services with the addition of the full suite of EVA reports and models to support those of your clients who […]
VFD Pro ‘Advise and Grow’ Connection
What is Included with the ‘Advise & Grow’ Connection Type The Advise and Grow Connection type, (C6), provides you with a comprehensive suite of analysis, reports, and models to plan and compare various growth strategies with your clients to support your Part-Time / Virtual Finance Director, (or CFO) services. In most businesses all key financial […]
VFD Pro Advisor Lite Connection
What is Included with the Advisor Lite Connection Type The Advisor Lite Connection type, (C3), provides critical reports and growth models required to deliver a robust package of Management Information to support your Part-Time Financial Controller (FC) function for clients. This Financial Advisory package provides tremendous value and insight for business owners helping you to […]
VFD Pro Strategic Rollout
What is Included with the ‘Strategic Rollout’ This is the ultimate option if you want to have every possible tool at your disposal at one simple fixed cost for 12 months because it allows you to use the full suite of VFD Pro reports and models, including everything up to and including Grow & Exit […]
VFD Pro Business Overview Connection
What is included with the ‘Business Overview’ connection type Unlimited use of the ‘Business Overview’ connection type is available to all paying VFD Pro users. This allows you to provide high value for all clients at no additional cost to your practice for an unlimited number of clients. Some practices choose to make this report […]
Additional Academy Users
VFD Academy – Additional Users The VFD Pro Academy and the related support ecosystem provides premium content and support collateral for VFD Pro users, including Playbooks and access to the online Learning Management System to allow you and your staff to test / verify their understanding of the various VFD Pro Reports and Models. VFD […]
Platinum Academy Plan
The VFD Academy – Platinum Membership Package Includes: VFD Pro Portal (Client’s data, Practice Branded Reports) A Full Set of Demonstration Reports (VFD Branded) Unlimited number of Trial Connections Unlimited number of Free Connections VFD Academy Self Help Video Support Material Early access to new reports and models Practice Listing on the VFD Academy Directory […]
Gold Academy Plan
The VFD Academy – Gold Membership Package Includes: VFD Pro Portal (Client’s data, Practice Branded Reports) A Full Set of Demonstration Reports (VFD Branded) Unlimited number of Trial Connections Unlimited number of Free Connections VFD Academy Self Help Video Support Material Early access to new reports and models Practice Listing on the VFD Academy Directory […]
Silver Academy Plan
The VFD Academy – Silver Membership Package Includes: VFD Pro Portal (Client’s data, Practice Branded Reports) A Full Set of Demonstration Reports (VFD Branded) Unlimited number of Trial Connections Unlimited number of Free Connections VFD Academy Self Help Video Support Material Early access to new reports and models Practice Listing on the VFD Academy Directory […]
Bronze Academy Plan
What’s included in the VFD Bronze Plan? Client Reporting: Connection Types: You can add unlimited numbers of additional paid for connections on any connection type – further information here. Training & Support: Client Engagement & Promotion: Further detail… VFD Pro Portal This is where you log on to VFD Pro, add clients, synchronise data and […]
How to brand your reports
1.10.4 Business Growth & Cash Flow Modeling
The New and Improved Business Growth and Cash Flow Model The Business Growth Model was already an incredibly easy but powerful tool to model the growth potential for clients and prospects alike, but the all-new Business Growth Model (with added Cash Flow), takes things to a whole new level. Whatever you call it: Cash, Cash […]
1.10.3 Automated Reporting Controls
With Release 1.10.3 you can now totally automate the monthly management reporting process. There are four potential parts to fully automating your Report Automation process: Configure Clients to Auto Synchronise: Decide which clients you wish to automatically synchronise each month, enable ‘Auto Reporting’, enter the day of the month you wish to generate an updated […]
1.10.2 Enhanced Tool Tips
With release 1.10.2 you will discover the use of hover over tool tips has been added / extended to provide all users with an online, context sensitive help guide as shown below. To access the tool tips simply hover over the symbol. Simple as that, but please note that over time this will be further […]
1.10.1 Report Branding Controls
All of the reports and models VFD Pro generate have always been branded, with your logo, your company details and your company colours, however, until now you were not able to change any of these details, but with release 1.10.1 that has changed. There is now an option on your VFD Pro portal that can […]
1.9.3 Three ‘Paid for’ and two ‘Free’ Options
Prior to the Report Controls upgrade to V1.9.3 you had three options when setting up a new client on your VFD Pro portal: Trial, Free or Paid. There are now three paid options: Advisor Lite, Advise and Grow and Grow & Exit. Trial: When you create a new client and set the ‘Connection Type’ to […]
1.9.2 Branding Your VFD Pro Portal For Your Clients and Your Staff
With a Branded VFD Pro Portal, when you log in your clients and your team will see your branding i.e. your colours, your logo and your contact telephone number as per the example below. You can provide clients and team members with your unique log in page instead of sending them to the VFD Pro […]
1.9.4 Marketing ROI Report
The all-new Marketing ROI Report has been developed to report on marketing expenditure, suppliers and return on investment. You can now advise your clients on the effectiveness of their marketing activity by analysing the impact it has on their customer acquisition and retention and the revenue it helps generate. The Marketing ROI Report analyses 7 […]
Release 1.9: Report Controls and Enhanced Options
1.9.1 Manage Which Reports Your Clients Can Access When you agree commercial terms with your client, you can now deliver more value, in less time by providing your clients with log in access to your own branded VFD Portal. When they log in your clients can only access the reports and analysis you make available […]
Sage 50 Configuration
Instructions for connecting Sage 50 to your VFD Pro portal can be downloaded here, or you can watch the video below.
VFD Pro Dashboard Guide (Quick Start)
Release 1.8.1: Upgrade to Xero’s OAuth 2.0
Xero have recently upgraded the way we authenticate users in VFD Pro when connecting your client’s data. Xero’s new OAuth 2.0 API is built to the industry standard spec and provides greater security and functionality within VFD Pro. The only difference you will see immediately is the screen you are taken to when connecting clients. […]
Release 1.7.1: Marketing ROI Report
Upgrade 1.6.5: Advise your clients on the effectiveness of their marketing activity. When you next synchronise a client and run reports you will see an additional report in the Enhanced Performance Reports section of your VFD Pro portal. This report has been developed in response to our customer’s feedback. Specifically, how you can advise your […]
Release 1.6.4: Customer and Supplier Analysis
Upgrade 1.6.4: Enhanced analysis of your client’s Customers and Suppliers When you next synchronise a client and run reports you will see some changes to our Customer and Supplier Analysis reports which have all been based on the feedback we have received. The report has been extended to 3 pages, we still analyse the key […]
Release 1.6.2 (Dec 20): Branded Portal
VFD Pro Portal Setup v5 (Jan 21)
VFD Pro Portal – Quick Start Guide
Technical queries
Accounts & billing
VFD Pro Free Trials
Accounting Package Integrations
Release 1.6.3 (Dec 20): QBO
Upgrade 1.6.3: QBO Is Now Supported By VFD Pro VFD Pro has been upgraded to version 1.6.2 to add support for QBO. When ‘Adding a Client’, in addition to Xero and Sage, QBO is now an available connection option. 1. QBO operates in exactly the same way as Xero, enter the company name, registration number […]
Release 1.6.1 (Dec 20): Free vs Paid
Version 1.6.1 | ‘Free’ vs ‘Paid Connections System Upgrade: 1st December 2020 Release 1.6.1 introduces ‘Free’ vs ‘Paid’ users and related functionality. This release allows VFD Pro Subscribers to add unlimited numbers of clients and generate the key reports and models needed to engage with clients and sell value add services, (Management Reporting and Part-Time […]
VFD Pro 28 Day Free Trial
Release 1.5.1 (Aug 20): Performance Trend Analysis
Version 1.5.1 System Upgrade: 10th August 2020 All forecast & funding options are now included in one model. The new ‘Forecast & Funding Proposal Model’ replaces the original ‘Forecast Model’ and the ‘Funding Proposal Model’. Users can still prepare a detailed 5-year P&L, Balance Sheet and Cashflow forecast (with all associated supporting schedules) and prepare funding […]
VFD Pro Reports & Models
VFD Pro provides a comprehensive suite of Management Information tools including reports, pre-populated business growth models, management by exception reporting, and an interactive Business Intelligence (BI) Dashboard. Enhanced Performance ReportsThe 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 […]
