Intelligent accounting integrations, insights and analytics.
We're changing the way accounting firms and financial service providers connect to client financial data
We’re an API-enabled, embedded platform providing you with instant access to up-to-date financials on your business clients. We extract and standardise accounting and transactional data to help power the use cases that you need. This data can be fed directly into your workflow tools or loan origination software, generating meaningful insights and powerful analytics.
Validis’ specialists can manage the acquisition and curation of data for you via our onboarding-as-a-service to enable full portfolio deployment. Creating maximum value, business insight, enhanced customer experience and operational efficiency.
Comprehensive cloud and on-premise accounting integrations
Quality score check of bookkeeping integrity
Standardised financial reporting
Customisable admin portal
Security – ISO2700 / SOC2
Compatible with every major accounting platform
Monitoring and managing portfolios
AI enabled monitoring with seamless integration and up to 100% coverage. Deep insights, custom dashboards and alerts that predict future risk on loan portfolios. All in one place.
credit risk managementAuto-calculate ratios and reports
Streamlining the customer lifecycle
Access to standardised accounting data to help automate and speed-up decisioning, onboarding and ongoing customer management. Available across the business lending spectrum including invoice finance.