Getting the data ready for a transaction requires a lot of effort
M&A professionals waste over 7 hours per transaction collecting, cleaning and standardizing client data.
Junior professionals want to spend their time on the transaction not cleaning the data.
Manual collection and standardization of data can lead to errors.
A database of all the transactions, including GL, sales, expenses & AR/AP to analyze performance drivers
Monthly views on balance sheet and P&L performance going back multiple years
Takes the client 30 seconds to connect and you get the data in minutes
Understand the data better
Reduced client follow-up now you have access to all the data
Automatically standardized output allows easier usage and comparisons
Instant data books
API connections and standardized excel outputs allows instant population of databooks and rooms
How it works
Connect Clients receive a white-labelled email link that grants Validis access to their accounting package. The typical customer journey is complete in under a minute.
Standardize In minutes all the historical transaction level data is standardized. The data is accessible through a single API or Dashboard.
Report Ability to create standardized excels or API connects to populate your data books.