Validis

Validis provides a quick, easy, and secure way for small businesses to share their financial data with accounting firms and financial institutions. Our unique, cloud-based technology collects financial data from a business’s online or offline accounting application and automatically assembles the data into a set of standardized reports in minutes. The reports are viewable in our online portal and seamlessly integrate into your existing technologies.

Validis

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User in Automotive

Advanced user of Validis

★★★★★

Effective and reliable software

What do you like best?

What I like best about Validis is the access to real time data with minimal clicks and gaining access to a complete view of the client's accounting data for easy analysis and examination.

What do you dislike?

There is nothing that I dislike about validis. It is all very effective.

Recommendations to others considering the product:

At the touch of a button validis connects to your clients SBM accounting application to securely share their full transactional history.

What problems are you solving with the product? What benefits have you realized?

Extracting the information needed rather than a long emailing back and forth has made all the difference.

Review source: G2.com