Financial Reviews

Get 90% of your review done. Instantly. 

Do you do reviews? Valdis can create a complete, standardized work paper package of financial statements, key ratios, and detailed analysis in minutes.

Book a Demo

Minutes to invite clients. Minutes share data.
Minutes to complete.

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Standardized work paper package

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To generate full set of statements

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Review work completed automatically

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Automated core metrics and ratios

Zero manual effort for you

In just a few clicks 90% of your review is complete

A Full Set of Work Papers Instantly generate all necessary statements: Cash Flow, Income Statement, Balance Sheet.

All Core Ratios Calculated Operating ratios, activity ratios, liquidity ratios, and more are produced automatically with variance analysis.

Perfect Consistency Receive the exact same high-quality report format for all your clients, regardless of their specific accounting system.

We connect to 100+ major accounting platforms

Check out our full list of accounting packages we support: Gold Standard Connector and File Upload.

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.

Book your demo today.