Validis is a financial data extraction and standardization platform that helps firms, auditors, and financial institutions collect reliable accounting data from client systems.
– Connects to accounting packages and financial systems to extract, normalize, and structure client financial data for review and analysis
– Helps reduce the manual effort of requesting reports, cleaning spreadsheets, and reformatting data before audit, advisory, lending, or financial review work can begin
– Provides standardized data outputs that make it easier to compare, analyze, and test financial information across different accounting systems
– Supports audit data collection, client data sharing, financial analysis, and lender workflows that require timely, analysis-ready data
– Fits firms that need a more efficient and consistent way to gather client accounting data without relying on manual exports and back-and-forth requests.