Avoid delays by extracting financial statements digitally
Simple, digital process for your clients to upload their financial data
Structured financials instantly appear in your lending software
Digitally extract and auto-spread your clients' financial statements to accelerate the lending journey
Drive significant efficiencies and a simpler customer journey by collecting and visualising your clients’ financial data with Validis.
Our technology rapidly extracts financials from all the leading SMB accounting packages, auto-calculates key financial ratios and pre-populates your lending software so your team have all the data they need to make faster, smarter decisions.
Why use DataShare for automatic statement spreading?
Speed up the lending journey
Instantly collect and spread key financial information from the leading SMB accounting packages such as the balance sheet, income statement, core financial ratios, cash flow and net worth in order to make faster, smarter lending decisions
Understand your portfolio risk
The Validis API can be consumed into your internal bank systems and cross pollinated with proprietary models. It can be taken via an integrated partner solution allowing existing models to be used for assessing risk exposure
Provide a better customer experience
Your clients benefit from a slick, digital journey that provides quicker decisions and quicker time to cash as well as insights about their business they might not have known
"Integrating the Validis solution supports our digital agenda and increases the service we can provide to our customers with rapid decisioning and deeper insights."
Jonathan Holman - Director of Transformation, Santander UK