View some of our frequently asked questions
Financial data retrieval
Validis DataShare essentially eliminates the back and forth requests for financial reports from your client. DataShare connects to your SMB client’s accounting application, collects the full transactional history, and automatically maps and standardizes the data. Our DataShare APIs allow you to receive and consume the data in the way that works best for you. Data retrieval, interrogation, encryption, and standardization takes just minutes. Reoccurring uploads of your client’s data can be scheduled using the upload scheduler tool available in the DataShare View portal.
Because there is no manual intervention in the process, you receive a complete and accurate snapshot of the data as it exists in the client’s accounting application at the moment of submission.
Accounting application connectors
Our technology transmits data securely using Microsoft Azure. Additional security features include: HTTPS, AES 256 BIT data encryption (bank-grade), SSL, stateful firewall protection, and ISO 27001 and SOC 2 certification
Validis eliminates the need for your clients to manually gather their financial information and reports and send to you using insecure methods such as regular mail, email, fax, etc. This saves valuable time for both you and your clients. In addition, our DataShare View portal allows the client manager to schedule reoccurring uploads of a client’s data. This provides additional time savings for your clients and ensures the automation of the whole process (no human intervention).