VFD Pro Release 1.21
What’s New in VFD – Release 1.21
Release 1.21 marks an important step forward for VFD, focusing on making the platform faster to use, easier to tailor, and better equipped to support meaningful financial conversations. Rather than adding complexity, this update is about removing friction, ensuring reports are more relevant to each client, workflows are more efficient, and insights are easier to interpret and act on.
In the four short videos below, taken from a recent VFD webinar, we walk through the key enhancements introduced in this release. Together, they show how VFD is evolving to support more scalable client delivery today, while laying the foundations for more intelligent, AI-driven insight in the future.
Smarter Client Set-up with Custom Vocabulary
This video explains how VFD’s upgraded client setup puts relevance and clarity front and centre. You’ll see how users can now tailor reports to reflect how each client actually talks about their business; whether that’s patients and treatments, rather than customers and sales, or removing analyses that simply don’t apply. By combining custom vocabulary, business-type settings, and assigned client managers, VFD helps reduce noise in reports, improve engagement with business owners, and lay the foundations for more proactive, insight-led client conversations.
Generate New Reports Without Re-Syncing Data
In this short walkthrough, the focus is on one of the most practical time-saving improvements in the VFD upgrade: the ability to generate or regenerate reports without having to re-sync data. This is particularly valuable for non-API clients, where data uploads can be time-consuming. The video shows how users can request additional reports, such as a Business Growth Model, using already synchronised data, speeding up delivery while maintaining full control over when data is refreshed.
Clearer, More Insightful Reporting Layouts
This video highlights a series of enhancements to VFD’s report layouts, designed to make performance easier to interpret and explain. While some changes are visual, many directly improve usability, replacing hard-to-read scales with clear values, adding meaningful trend indicators, and enhancing executive summaries to show exactly what is driving changes in profitability. The result is reporting that supports better board-level discussion, quicker understanding, and more confident decision-making.
A Re-Engineered Data Layer Built for AI
The final video looks under the bonnet of VFD and explains why the platform’s re-engineered data architecture is such an important milestone. By migrating the entire data layer to Python, VFD is now built on a modern, scalable foundation designed to unlock AI-first capabilities. While day-to-day workflows remain familiar, including continued use of Excel for modelling and forecasting, this upgrade enables smarter automation, targeted alerts, and more proactive insight delivery as AI is rolled out across the system.
Built for Better Conversations, Not Just Better Reports
Taken together, the changes in Release 1.21 reflect a clear direction for VFD: helping users spend less time managing data and more time delivering value. From cleaner client setup and faster report generation, through to clearer reporting layouts and a re-engineered data foundation, every improvement is designed to support better decisions and more proactive conversations.
While some upgrades deliver immediate efficiency gains, others quietly prepare the platform for what comes next , particularly around AI-driven insight and automation. The result is a system that remains familiar to use, yet increasingly powerful behind the scenes.
Whether you’re supporting multiple clients or running your own business, these updates ensure VFD continues to grow with you, not just as a reporting tool, but as a platform for insight, planning, and progress.