Description
Validis is a financial data infrastructure platform that specializes in extracting real-time financial data from over 300 accounting packages. Founded in 2012 and headquartered in London, Validis is backed by Citi and Barclays. The platform is designed to serve auditors, commercial lenders, and M&A teams by providing standardized, AI-ready financial data. Validis connects to a wide range of accounting systems, including popular applications like Intuit QuickBooks, Microsoft Dynamics, and Sage, among others.
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The primary advantage of using Validis is its ability to eliminate the back-and-forth requests for financial reports. By connecting directly to a client's accounting application, Validis collects the full transactional history and automatically maps and standardizes the data. This process is completed in minutes, allowing users to receive a complete and accurate snapshot of the data as it exists in the client's accounting application.
Security is a top priority for Validis. The platform uses Microsoft Azure for data hosting and employs advanced security measures such as HTTPS, AES 256 BIT data encryption, SSL, stateful firewall protection, and is ISO 27001 certified and SOC 2 accredited. Data is stored in the country where the business is located, and Validis follows the company's data retention practices.
Validis also offers an API that allows users to receive and consume data in a way that best suits their needs. The platform's portal includes an upload scheduler tool, enabling reoccurring uploads of client data without manual intervention. This automation saves valuable time for both the user and their clients, ensuring a seamless data handling process.
- CategoryFinancial Analysis Tools
- Pricing ModelContact sales
- DeploymentCloud
- PlatformsWeb
Validis's Core Features
Real-time financial data extraction
Connects to 300+ accounting packages
Standardized, AI-ready data
Automatic data mapping and standardization
Secure data transmission with Microsoft Azure
AES 256 BIT data encryption
ISO 27001 and SOC 2 accredited
API for data consumption
How to use Validis?
Connect: Link to client's accounting package
Extract: Retrieve full transactional history
Standardize: Automatically map and standardize data
Automate: Schedule reoccurring data uploads
Validis's Use Cases
- Audit Automation
- Lending Analysis
- M&A Due Diligence
- Financial Advisory
- Data Security
