Taking Control of Financial Management
Robust Financial Controls are critical whether you have a finance team, or you are flying solo…
Without fact-based analysis, and a comprehensive three way forecast, taking financial control is impossible.
VFD Pro is the preferred tool of Finance Directors/CFOs – extracting and presenting comprehensive financial reports in minutes, planning and taking forecasting profit and cash flow to a whole new level.
Find out how today, use the Live Chat, or the form opposite and one of our team will get in touch to answer your questions.
Here's how we help you get up and running
All timings will be agreed to work within your own reporting cycle.
VFD Pro Configuration (week 1)
You can do all this yourself, but your time is better spent elsewhere. The initial set-up includes:
- Connecting your accounting system (see which systems we support).
- Creating user accounts with access levels.
- Branding of reports.
- Distribution of reports via email to nominated team members.
- Assessment of reporting requirement short, medium, long term.
- Approve Advisor access to financial reports.
Advisor Initial Review (week 3)
- Bookkeeping Quality and Action Review for Accurate reporting
- Assessment of reporting requirement short, medium, long term.
Advisor Month #1 Review
- Review held once monthly reports for Month 1 have been run.
- Assessment of reporting requirement short, medium, long term.
Advisor Month #2 Review
- Review held once monthly reports for Month 2 have been run.
- Assessment of reporting requirement short, medium, long term.
Advisor Month #3 Review
- Review held once monthly reports for Month 3 have been run.
- Assessment of reporting requirement short, medium, long term.
Over to you…
- After 3 months you will have a robust financial reporting and control in place.
- We are still on hand to support you and can provide ongoing support if needed.
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.
UK SME
Business Owner
What stands out about the service is the visualisation and setting up is really very good. And the reporting features which are so valuable are good. The fact that this enables me to do so much more with my clients and the support I get from VFD for me to do this is second to none.
UK Accounting Practice
Client Manager
