Copyright 2022. All Rights Reserved. | Privacy Policy | Cookie Policy | Security
Technology
The world's most intelligent accounting integrations
Our products
Instantly access and interpret up-to-date financials for your business customers through our intelligent accounting integrations.
Validis allows you to digitize the commercial customer journey, delivering real time automation, delivering efficiencies while improving the client experience. By moving to a digital relationship you can automatically consume detailed financials, all standardized to one common format by Validis. Integrate once and we provide connections to all the accounting systems allowing you to automate audits or credit decisions.
DataShare
DataShare is a secure data pipe that serves up your client's financials in real-time, standardized for easy consumption. At the click of a button, your client connects their own accounting package to our software. We extract, analyze and normalize the data then create clear, standardized reports in minutes.
These can be fed directly into your workflow tool or loan origination software. Datashare does the heavy lifting for you, extracting the data, standardizing it and calculating reports and ratios to drive your digital transformation.
DataShare Reconciliation
Validis has automated the month-end reconciliation process for lenders offering invoice discounting solutions. As the only vendor who extracts data at a transactional level we are able to wholly automate the reconciliation process. Our unique offering utilizes next-generation data-sharing and workflow capabilities to transform the time taken to prepare, submit and review the invoice schedule at month end. Your relationship managers can then shift this time from the administrative process to value added activity, deepening your connections to your clients.
Next generation technology for small business services
Our technology seamlessly turns your clients’ accounting data into clear and actionable information, generating full management accounts in real time, improving the client experience, while also delivering material efficiency gains to lender and auditor.
Instant access to the leading accounting packages
Standardized financial data feeds for auto-decisioning
Built and maintained by accounting professionals
Financial ratios auto-calculated for greater insight
Secure ISO 27001 and SOC2 certified platform
Improve insight for better decision making
Client testimonials
We are excited to launch our partnership with Validis, as we have been constantly engaging with out customers since our launch, and in response to their feedback, this partnership will further improve and refine the process of uploading financial information. We are committed to looking for ways to continue to enhance the customer experience both through our own developments and by working with our partners."