Your investment in VFD Pro is based on the level of reporting and financial insight you wish to deliver to each client.

The connection types available are: 

  • Grow & Exit: the full reporting suite, business growth models and valuation tools.
  • Advise & Grow: the full reporting suite and business growth models.
  • Advisor Lite: a selection of the performance and exception reports.

With a live account you also have unlimited access to:

  • The 'Business Overview Report' which can be run for any client to help raise awareness of your reporting and support services.
  • Trial connections which allow you to run a full set of reports for 30 days for business development purposes.


Advisor Lite


Advise & Grow


Grow & Exit


Business Intelligence Dashboard

Interactive Dashboard   Included Included Included


Enhanced Performance Reports

Business Overview Report   Included Included Included
Performance Analysis Report   Included Included Included
Performance Trend Report   Included Included Included
Board Summary Report   Included Included  
Board Detail Report   Included Included  
Management Report   Included Included  
Customer Analysis Report   Included Included  
Marketing ROI Report   Included Included  
Supplier Analysis Report   Included Included  


Opportunity Exception Reports

Customer Exception Report   Included Included Included
Utilities Exception Report   Included Included Included
Telecoms Exception Report   Included Included Included


Business Growth Advisory

Business Growth Model   Included Included Included
Customer Targeting Model   Included Included  
Forecast Model (by Customer)   Included Included  
Forecast Model (by Nominal)   Included Included  
Funding Proposal   Included Included  
Performance vs Forecast Report   Included Included  
Business Data Model   Included Included  


Exit Value Accelerator (EVA)

Business Valuation Model   Included    
Exit Planning Model   Included    
Performance vs Plan   Included    
Due Diligence Report   POA    


Tailor your monthly plan to suit each client

Your total number of connections determines the rate for each connection type.

Worked example: 

  • 10 clients on Grow & Exit, 40 clients on Advise & Grow and 150 on Advisor Lite = 200 connections.
  • You would pay the 100-249 monthly rate for each connection.

No. of Clients


Grow & Exit*




Advise & Grow




Advisor Lite




Please note:

  • The minimum monthly price for an unlimited number of clients on the Free or the Trial connection type, including the BI Dashboard, membership of the VFD Academy for ongoing technical training and support, and for one person* in the Practice Owners Peer Support Group is just £69. *Additional members in the Practice Owners Peer Support Group cost £69 per person.
  • 'Grow & Exit' connection minimum 12 month contract.
  • 'Advise & Grow' and 'Advisor Lite' connections provided on 1 month rolling basis. You can increase / decrease the number of connections at any time.
  • Annual payment benefits from a 20% discount on the annualised monthly rates.
  • All prices are subject to VAT.

Optional Advisory Services

Business Intelligence Dashboard

You can make a practice branded BI Dashboard available for client use for £30 per client per month (or £300 per client per annum).

Branded Demonstration Reports

Generated, uploaded to your portal and maintained with the latest changes and enhancements for £100 per month.

Branded Portal

Create a practice branded portal: £250 initial configuration and then £25 per month.

VFD Pro Business Advisory Support & Training

Do your clients want more the 'just compliance'? We offer extensive training and support through the VFD Pro Academy.