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    A faster, better-quality data collection process

    Speed up your data collection with real-time access to the target’s accounting software.

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    The issue

    Getting the data ready for a transaction requires a lot of effort

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      M&A professionals waste over 7 hours per transaction collecting, cleaning and standardizing client data.

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      Junior professionals want to spend their time on the transaction not cleaning the data.

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      Data integrity

      Manual collection and standardization of data can lead to errors.

    The solution

    Say goodbye to manual data collection. Validis saves you time, improves quality and ensures 100% completeness by connecting directly to your client’s account package.


    Transaction details
    A database of all the transactions, including GL, sales, expenses & AR/AP to analyze performance drivers


    Instant financials
    Monthly views on balance sheet and P&L performance going back multiple years


    Faster data
    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

    M&A partners


    Trusted by industry leaders to get financial data

      • http://Image%20of%20Jim%20Bourke%20from%20Withum

        "Absolutely amazing concept and technology... Validis will totally change the way you do auditing forever."

        Jim Bourke, Withum

      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.

      Connect to over 20 major accounting platforms
      Keeping your data safe

      Our information security program is designed to meet or exceed industry standards. We are ISO 27001 and SOC2 Type 2 compliant.

      Ready to try?
      Book your free demo today.