VFD Pro Advisor Lite Connection
Advisor Lite: What’s Included?
The Advisor Lite Connection provides essential financial reports and growth models to deliver a comprehensive package of Management Information (MI). Ideal for businesses looking to gain insights into financial performance without full-scale forecasting and for advisors offering part-time financial controller (FC) services, this connection type provides a robust foundation of historical data and analysis to guide decision-making and financial control.
Advisor Lite: Essential Financial Insight and Control
For businesses that have not yet invested in a full Three-Way Forecast, Advisor Lite offers an effective alternative by utilising up-to-date historical data to inform strategic decisions. With access to critical reports and models, businesses and advisors can monitor performance and identify trends to make data-driven decisions based on current and past performance.
By delivering management reports and conducting scenario planning, users can gain a clear understanding of financial health, and advisors can provide invaluable expertise in financial management. Advisor Lite also includes the tools necessary to help rectify any bookkeeping issues, ensuring accurate data that enhances reporting quality.
Key Features of the Advisor Lite Connection
The Advisor Lite Connection offers a selection of reports, models, and exception insights to support financial control and planning..
Enhanced Performance Reports
- Business Overview Report
- Performance Analysis Report
- Performance Trend Report
- Board Summary Report
- Board Detail Report
- Management Report
- Customer Analysis Report
- Marketing ROI Report
- Supplier Analysis Report
Business Growth Advisory Models
Building Financial Control with Historical Data
Advisor Lite’s reports and models are well-suited to businesses with stable trading histories and at least two years of accounting data. Users can establish monthly reporting and review structures, incorporating quarterly, bi-monthly, or monthly management review meetings to track progress and refine strategies.
For both business users and advisors, the Advisor Lite Connection type enables delivery of reliable Management Information that can form the basis for regular financial reviews and strategic planning sessions, either online or in person. By focusing on historical data and scenario planning, the Advisor Lite connection provides essential insights, allowing businesses to operate with confidence and advisors to offer impactful financial guidance.