Validis

Validis

Lending software for loan origination & risk management

4.3/5 (3 reviews)

Validis Overview

Validis is a lending software that offers SMBs a single and centralized platform from which to extract, standardize and analyze financial data for loan origination and risk management. Incorporating real-time data, standardized reports and patented, unique data encryption, Validis aims to deliver a simple and secure lending software solution.

In order to manage financial data efficiently, Validis connects users directly to their client’s accounting application. With the direct connection, Validis enables users to extract client data quickly and accurately. Upon extraction, Validis then serves to transpose, standardize and analyze copied client data. Utilizing extracted data, Validis allows users to produce a number of standardized reports including covenant, end user reconciliations and balance sheet reports. By converting data into a standardized format, Validis helps users to examine financial data simply and effectively.

The standard Validis data journey begins from account activation and client verification. Once the client authorizes data access, users can extract financial data automatically. To enhance user productivity, Validis equips users with real time performance monitoring technology, breakdown notifications and financial data feeds. Moreover, as a cloud-based software, Validis affords users the flexibility to access their account on the move from any internet-enabled device. With unique data encryption and ISO 27001 and SOC 3 certification, Validis also ensures that all sensitive financial data is managed securely.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, Europe, United Kingdom, United States

Supported Languages

English

Validis Reviews

Overall rating
4.3/5
67% positive reviews
2
Excellent
0
Very good
1
Average
0
Poor
0
Terrible
Jim B.

Game Changer

Used Weekly for 6-12 months
Reviewed on 2017/03/27
Review Source: Capterra

Validis totally changes the way we "do" audit! It is a game-changing technology that lets the auditor focus on the engagement and spend less time in organizing the underlying financial information.

Pros

Ease of Use

Cons

Not compatible with enough accounting systems

Response from Validis Holdings

Thank you for the review Jim. We are delighted to be working with everyone at Withum!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Ed O.

Great program

Reviewed on 2017/03/27
Review Source: Capterra

Simple, effective and improved efficiency. Thanks to this program we were able to automate this process and improve our data analysis.

Response from Validis Holdings

Thank you for the review Ed. We are pleased that you are seeing so many benefits from our technology.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Lov dev B.

Rating only

Reviewed on 2017/10/24
Review Source

Validis Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

To receive accurate pricing information, contact Validis directly.

Validis Features

  • Compliance Management
  • Financial Analysis
  • Real Time Data
  • Receiving
  • Reporting & Statistics

  • API
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Automatic Notifications
  • Billing & Invoicing
  • Customizable Reporting
  • Data Import/Export
  • Electronic Payments
  • Expense Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Third Party Integration
  • Workflow Management

Additional information for Validis

Key features of Validis

  • Activity management
  • Balance sheet
  • Compliance management
  • Covenant monitoring
  • Data extraction
  • Data transformation
  • Financial analysis
  • Financial management
  • Full audit preparation pack
  • ISO 27001 certified
  • Income statement
  • Loan processing
  • Operational risk management
  • Patented, unique data encryption
  • Real time data
  • Real time monitoring
  • Real time reporting
  • Real time updates
  • Reporting & statistics
  • Risk management
  • Rules customization
  • Sales invoice report
  • Secure data storage
  • Security & encryption
  • Simple web portal
  • Trend analysis
  • User defined scoring

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.

  • Validis FAQs

    Below are some frequently asked questions for Validis.

    Q. What type of pricing plans does Validis offer?

    Validis offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Available

    To receive accurate pricing information, contact Validis directly.

    Q. What are the main features of Validis?

    Validis offers the following features:

    • Activity management
    • Balance sheet
    • Compliance management
    • Covenant monitoring
    • Data extraction
    • Data transformation
    • Financial analysis
    • Financial management
    • Full audit preparation pack
    • ISO 27001 certified
    • Income statement
    • Loan processing
    • Operational risk management
    • Patented, unique data encryption
    • Real time data
    • Real time monitoring
    • Real time reporting
    • Real time updates
    • Reporting & statistics
    • Risk management
    • Rules customization
    • Sales invoice report
    • Secure data storage
    • Security & encryption
    • Simple web portal
    • Trend analysis
    • User defined scoring

    Q. Who are the typical users of Validis?

    Validis has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does Validis support?

    Validis supports the following languages:

    English

    Q. What type of pricing plans does Validis offer?

    Validis has the following pricing plans:

    Subscription

    Q. Does Validis support mobile devices?

    We do not have any information about what devices Validis supports

    Q. What other apps does Validis integrate with?

    Validis integrates with the following applications:

    Microsoft Dynamics CRM, QuickBooks, QuickBooks Online, Xero

    Q. What level of support does Validis offer?

    Validis offers the following support options:

    Online Support, Phone Support