Validis is a cloud-based business solution designed and developed exclusively for lenders and auditors. The software links users to the financial applications and systems of their clients and retrieves all their financial information, including history, bank accounts, credit scores, and more. Validis significantly speeds up the information process and reduces the face time between lenders/auditors with their clients. With Validis, extraction of financial information is fast and hassle-free and is secured from human intervention. For lenders, Validis streamlines all their processes involving loan origination and covenant monitoring. Auditors are able to perform their functions as Validis gives them access to real-time financial data of their clients without compromising transparency and security.
Validis is a cloud-based business solution designed and developed exclusively for lenders and auditors. The software links users to the financial applications and systems of their clients and retrieves all their financial information, including history, bank accounts, credit scores, and more. Validis significantly speeds up the information process and reduces the face time between lenders/auditors with their clients. With Validis, extraction of financial information is fast and hassle-free and is secured from human intervention. For lenders, Validis streamlines all their processes involving loan origination and covenant monitoring. Auditors are able to perform their functions as Validis gives them access to real-time financial data of their clients without compromising transparency and security.
Specifications
Business Size
Mid-Market
Deployments
Cloud
Language Support
English
Platforms
Product Details
Benefits
Validis employs patented, unique data encryption, ensuring all sensitive financial data is managed securely.
Validis connects directly to accounting applications like Xero and QuickBooks, allowing users to extract their client’s accounting data seamlessly.
Validis offers standardized reports, enabling users to transpose accounting data easily into covenant, sales invoice and aged receivable reports.
Validis operates as a cloud-based application, affording users the flexibility to access and analyze financial reports on the move.
Validis facilitates real-time performance monitoring, thereby providing users with the most current and accurate data for effective risk management.
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