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Essential Insights
£69
per month / excl VAT
Forward-looking insights to drive informed decisions and boost performance.
Essential Insights
Enhanced Reporting
£129
per month / excl VAT
Comprehensive management reporting to support informed decision-making.
Enhanced Reporting
Virtual Finance Director
£199
per month / excl VAT
Growth planning and reporting to drive business development and profitability.
Virtual Finance Director
Exit Success
£259
per month / excl VAT
Exit planning, valuation and due diligence to secure a successful business sale.
Exit Success
Essential Insights
£690
annually / excl VAT
Forward-looking insights to drive informed decisions and boost performance.
Essential Insights
Enhanced Reporting
£1290
annually / excl VAT
Comprehensive management reporting to support informed decision-making.
Enhanced Reporting
Virtual Finance Director
£1990
annually / excl VAT
Growth planning and reporting to drive business development and profitability.
Virtual Finance Director
Exit Success
£2590
annually / excl VAT
Exit planning, valuation and due diligence to secure a successful business sale.
Exit Success
Plans designed for businesses seeking powerful tools for Reporting, Forecasting, and Dashboards, along with dedicated support to enhance strategic decision-making and maximise performance. Includes resources and enablement to drive business growth and success.

Which Plan is Right for You?
“The reports produced by VFD Pro are unbelievably comprehensive and enable me as MD to get a thorough understanding of all financial elements of the business. The KPI spreadsheet we produce provides a complete business health-check on a single page and gives me total peace of mind to know our key numbers are being closely monitored and any negative movement identified and rectified.”
Plan Level
Select the i icons for more information.
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Essential Insights
iProvides the essential financial insight needed for a structured monthly review. It gives management a clear overview of recent performance, key movements and the areas that may require further discussion or action. |
Enhanced Reporting
iAdds comprehensive management reporting and deeper analysis, helping management teams understand performance, trends, customers, suppliers and marketing return. |
Virtual Finance Director
iAdds growth planning, forecasting, funding and opportunity-reporting tools to support forward-looking decisions and improve profitability and cash flow. |
Exit Success
iProvides the complete reporting, forecasting and growth-planning toolkit, together with specialist tools for business valuation, exit planning and due diligence. It is designed to help owners improve value and prepare the business for a future sale or succession. |
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iThe plan levels progress from a monthly high-level review through comprehensive management reporting and growth planning to full exit-planning, valuation and due-diligence support. | Monthly High Level Review | Comprehensive Management Reporting | Growth Planning & Reporting | Exit Planning, Valuation & Due Diligence |
Enhanced Management Reports
iManagement reports that can be downloaded in PDF or Excel format to help review and understand business performance. | ||||
Business Overview Report
iA concise two-page overview of business performance over the last two years, including revenue drivers, customer retention and acquisition trends, their impact, and key balance-sheet indicators.
More information | Included | Included | Included | Included |
Performance Analysis Report
iA detailed analysis of key business-performance measures, including revenue, margins, overheads, cash drivers and balance-sheet information.
More information | Not included | Included | Included | Included |
Performance Trend Report
iA trend-based performance report particularly suited to businesses with less than two years of trading data or significant variations in performance.
More information | Not included | Included | Included | Included |
Board Summary & Detail Reports
iThe Board Summary provides a financial scorecard to highlight focus areas. The detailed Board Report explains the drivers behind the scorecard and overall performance.
More information | Not included | Included | Included | Included |
Customer Analysis Report
iReviews movements in key customers, transaction volumes and average transaction value, highlighting customers gained, lost or at risk and providing deeper analysis of the largest customers.
More information | Not included | Included | Included | Included |
Marketing ROI Report
iSummarises marketing expenditure and analyses the return generated, including the suppliers that make up the marketing spend.
More information | Not included | Included | Included | Included |
Supplier Analysis Report
iProvides a granular view of key suppliers, expenditure trends and year-on-year movement to help identify changes and areas requiring attention.
More information | Not included | Included | Included | Included |
Business Growth Advisory Models
iPlanning and advisory tools that help quantify growth opportunities, model future scenarios and turn financial insight into practical action. | ||||
Business Discussion Guide
iProduces a tailored discussion document highlighting the principal risks and opportunities within the business and illustrating their potential effect on profit and cash.
More information | Included | Included | Included | Included |
Business Growth Model
iA business-planning tool that models growth scenarios and quantifies how incremental improvements may affect future profitability and working-capital requirements.
More information | Not included | Included | Included | Included |
Customer Targeting Model
iHelps understand and plan sales by product and customer, model attrition, and identify and quantify potential cross-selling and upselling opportunities.
More information | Not included | Not included | Included | Included |
Forecasting Model
iCreates a detailed five-year, three-way forecast covering profit and loss, cash flow and balance sheet, and supports reporting of actual performance against forecast.
More information | Not included | Not included | Included | Included |
Funding Proposal
iUses the integrated forecast to populate the financial information needed for a structured funding proposal and related lender discussions.
More information | Not included | Not included | Included | Included |
Non Financial KPI Model
iHelps develop and report a set of non-financial key performance indicators aligned with the overall strategy of the business.
More information | Not included | Not included | Included | Included |
Business Data Model
iProvides year-to-date performance data for forecast reporting and access to underlying financial data that can be used to prepare bespoke analysis and reports.
More information | Not included | Not included | Included | Included |
Opportunity Reports
iManagement-by-exception reports generated when specific conditions indicate a potential risk, saving or business-development opportunity. | ||||
Customer Exception Report
iGenerated when customer-acquisition and attrition trends suggest that future profitability may reduce rather than grow.
More information | Not included | Not included | Included | Included |
Utilities Exception Report
iGenerated when conditions indicate that utility costs or suppliers should be reviewed to pursue potential savings or improved terms.
More information | Not included | Not included | Included | Included |
Exit Value Accelerator (EVA)
iTools designed to help business owners prepare for a future sale, understand value, plan improvements and support due-diligence activity. | ||||
Business Valuation Model
iProvides multiple valuation approaches based on the business's financial data, helping establish and discuss a sensible indicative sale or purchase value.
More information | Not included | Not included | Not included | Included |
Exit Planning Model
iHelps establish the desired exit value, identify the performance improvements required and build a financial route towards achieving that value.
More information | Not included | Not included | Not included | Included |
Due Diligence Report
iSupports preparation for a sale or acquisition by organising key financial information and helping identify issues that may need attention before formal due diligence. | Not included | Not included | Not included | Included |
Business Reporting & Support
iPlatform access, support resources, dashboards and branding tools that help businesses use and present their VFD information. | ||||
VFD Pro Portal
iConnect a supported cloud-accounting package, synchronise data and access insight reports, growth-planning models and exit-valuation tools.
More information | Included | Included | Included | Included |
Video Support Guides
iA library of educational videos, example reports and supporting resources designed to help users understand and apply the included functionality.
More information | Included | Included | Included | Included |
Business Intelligence Dashboard
iAllows revenue, cost of sales, overhead and profitability information to be explored down to individual accounting entries and invoice lines. | Not included | Included | Included | Included |
Business Branded Portal
iApplies the business's logo and colour scheme to the portal and reports, creating a consistent branded environment for management users. | Not included | Not included | Included | Included |
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Enhanced Management Reports
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Management reports that can be downloaded in PDF or Excel format to help review and understand business performance.
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Business Growth Advisory Models
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Planning and advisory tools that help quantify growth opportunities, model future scenarios and turn financial insight into practical action.
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Opportunity Reports
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Management-by-exception reports generated when specific conditions indicate a potential risk, saving or business-development opportunity.
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Exit Value Accelerator (EVA)
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Tools designed to help business owners prepare for a future sale, understand value, plan improvements and support due-diligence activity.
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Business Reporting & Support
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Platform access, support resources, dashboards and branding tools that help businesses use and present their VFD information.
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Enhanced Management Reports
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Management reports that can be downloaded in PDF or Excel format to help review and understand business performance.
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Business Growth Advisory Models
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Planning and advisory tools that help quantify growth opportunities, model future scenarios and turn financial insight into practical action.
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Opportunity Reports
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Management-by-exception reports generated when specific conditions indicate a potential risk, saving or business-development opportunity.
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Exit Value Accelerator (EVA)
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Tools designed to help business owners prepare for a future sale, understand value, plan improvements and support due-diligence activity.
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Business Reporting & Support
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Platform access, support resources, dashboards and branding tools that help businesses use and present their VFD information.
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Enhanced Management Reports
i
Management reports that can be downloaded in PDF or Excel format to help review and understand business performance.
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Business Growth Advisory Models
i
Planning and advisory tools that help quantify growth opportunities, model future scenarios and turn financial insight into practical action.
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Opportunity Reports
i
Management-by-exception reports generated when specific conditions indicate a potential risk, saving or business-development opportunity.
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Exit Value Accelerator (EVA)
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Tools designed to help business owners prepare for a future sale, understand value, plan improvements and support due-diligence activity.
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Business Reporting & Support
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Platform access, support resources, dashboards and branding tools that help businesses use and present their VFD information.
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i
Enhanced Management Reports
i
Management reports that can be downloaded in PDF or Excel format to help review and understand business performance.
i
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i
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Business Growth Advisory Models
i
Planning and advisory tools that help quantify growth opportunities, model future scenarios and turn financial insight into practical action.
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i
i
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Opportunity Reports
i
Management-by-exception reports generated when specific conditions indicate a potential risk, saving or business-development opportunity.
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Exit Value Accelerator (EVA)
i
Tools designed to help business owners prepare for a future sale, understand value, plan improvements and support due-diligence activity.
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Business Reporting & Support
i
Platform access, support resources, dashboards and branding tools that help businesses use and present their VFD information.
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Please note:
- All plans provided on a 1 month rolling basis.
- Annual payment benefits from 12 months for the price of 10 months.
- All prices are subject to VAT.
Business Reporting
VFD Pro Portal
Connect your prefered cloud accounting package, synchronise data and access the Insight Reports, Growth Planning Models and Exit Valuations. You can brand the reports using your logo and colour scheme.
Business Intelligence Dashboard
Interrogate revenue, cost of sales, overheads or profitability information down to each individual line item on every invoice. (If purchased separately, the fully preconfigured and ‘ready to go’ Business Intelligence Dashboard costs just £30 per month).
Training & Support
Video Support Guides
A comprehensive library of educational videos and example reports and models. More info.










