How regularly do you review your cash flow?
Your answer: Every month
Regular reviews can help you spot a shortfall before it becomes urgent.
FOR UK ACCOUNTANCY FIRMS
Build a useful diagnostic under your own brand. Prospects receive a clear, personalised report; your team gets a scored lead and a reason to talk.
Invite code required · Free during the beta · Sample data only
Business Health Check · PDF report
Your result
On the right track
A clear picture of where to focus next.
Business Health Check · 68%
A SIMPLE PATH FROM INSIGHT TO CONVERSATION
Let AI draft a questionnaire, then review the questions, feedback and scoring yourself.
Send a link or add an embed or QR link to your website, LinkedIn and emails.
A prospect gets a branded report and can book a call. You get a scored lead.
THE REPORT, NOT JUST A SCORE
A useful result they can understand and take away. Switch outcomes to see how the example changes.
Your overall result
You have a solid foundation, with a few areas worth tightening up. Better visibility into cash flow and your records could help you plan ahead.
| Area | Score | Status |
|---|---|---|
| Cash flow | 72% | |
| Record keeping | 56% | |
| Tax readiness | 64% | |
| Growth planning | 78% | |
| Financial visibility | 70% |
These are the areas where a little attention could make the biggest difference.
Example personalised summary: Your answers suggest that your financial foundations are sound, although reviewing how you forecast cash flow could make planning easier. A conversation with your accountant could help you decide what to prioritise.
Example of an AI-personalised summary, reviewed by the practiceHow regularly do you review your cash flow?
Your answer: Every month
Regular reviews can help you spot a shortfall before it becomes urgent.
Are your records up to date?
Your answer: Mostly
Keeping records current makes planning and reporting much less stressful.
Do you have a plan for the next 12 months?
Your answer: Yes
A simple plan gives you a useful starting point for important decisions.
Talk through your results with your accountant.
Illustrative sample based on the Business Health Check. No real respondent data is used.
BEHIND THE REPORT
Questionnaire builder
Lead overview
Questionnaire journey
Illustrative data only.
BUILT FOR THE WHOLE JOURNEY
Add your logo, colours, contact details and regulatory wording.
Six question types, weighted scoring and outcome bands.
Tailor recommendations and booking links to each outcome.
Show or hide sections and questions based on earlier answers.
Draft questions and feedback with guardrails; you review before publishing.
Give readers a clear, individual explanation without specific tax advice.
View scores, update statuses and export the details you need.
See visits, conversions and where respondents leave a form.
Use a public link or embed the form on your website.
Give colleagues the right access across one or more firms.
BUILT FOR UK PRACTICES
Keep consent wording and timestamps with each lead.
Automatic lead deletion defaults to 24 months, with firm-level choices.
Track important changes without putting lead details into the log.
The AI does not receive respondents' contact details or give specific tax advice.
Questionnaires, reports and the admin area use UK English.
INVITE-ONLY BETA
Have a code? Create your firm's account. You'll begin in test mode using sample data only; live client use comes after a signed data processing agreement.
GOOD TO KNOW
A platform for accountancy firms to publish scored questionnaires under their own branding. Each respondent receives a report and you receive a lead with their score.
Yes. A small group of UK practices can test vrdct free of charge during the beta. We haven't announced pricing for after the beta.
You can try everything with made-up details. Real client or prospect data is not permitted until we've arranged a signed data processing agreement and switched your firm to live use.
Yes. Add your firm's logo, colours, contact information, privacy link and footer wording.
No. Our AI guardrails rule out specific tax advice. Drafts remain yours to check before publishing, and contact details aren't passed to the AI for report summaries.
Data is stored with Lovable Cloud. Lead retention defaults to 24 months, with 6, 12, 36 months or never also available. See our Privacy page for the full details.
Yes. Use a responsive embed, a pop-up button or a simple iframe. In test mode, only use it on staging pages with made-up details.
We'll share the next steps with participating firms before the beta ends. There is no published post-beta pricing yet.