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Auto-Statement Spreading
Visualise your clients financials instantly in the lending systems you use every day
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.
Deploying Validis’s platform Datashare allows lenders to digitize the commercial lending journey. The benefits this bring are: reduction in time to cash of 65%; drastic reduction in workload of underwriting (25% time savings are common); a much improved client experience; access to data that can deliver real client insight (drive upsell opportunities and be able to make tailored offerings for each customer; at a lower level of risk with real time financials); offer real value back to your clients by giving them valuable management information on their business or cash flow forecasting to predict future credit requirements. Validis allows you to remove data entry, gather fuller complete real time financials in minutes and automate the refreshing of this data for quarterly or annual covenant reviews
Why use DataShare for automatic statement spreading?
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
Validis DataShare
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
Validis can build the financial reports for you and calculate all key rations. 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; delivering real insight to you to allow you to deepen the client relationship.