Validis Holdings

We get financial data. At our core, we are a company that works with accounting firms and financial institutions to help them connect to their customers' accounting packages. Our goal is to provide standardized and granular data that powers faster, cheaper, and smarter decisions.

Our Mission

Our mission is to work with auditors, financial institutions, insurers, and fintechs to help them connect to their customers' accounting packages. We strive to provide standardized and granular data that enables our clients to make faster, cheaper, and smarter decisions.

Who We Are

We are a team of passionate data people on a mission to connect with customers. We started as a group of accountants who were fed up with the amount of time it took to get our clients' data. We knew there had to be a better way. In 2016, Validis was born to transform the lives of auditors, bankers, and their clients. Our solution produces results that used to take days or hours in minutes.

Our team is made up of experts in various fields, including accounting, data science, engineering, and customer support. We are committed to providing the best possible service to our clients and are dedicated to continuous learning and improvement.

Our Services

We offer a range of services that help our clients get financial data quickly and efficiently. Our platform connects to over 25 major accounting packages, providing standardized and granular data that can be used to power faster, cheaper, and smarter decisions. Here is a summary of the services we offer:

• Audit: Our platform saves at least 8 hours per engagement and increases quality by providing standardized and granular financial data. This enables auditors to focus on analysis and add value to their clients.
• Commercial Lending: We help lenders save 75% in application and credit review time by automating the data collection process. Our platform provides lenders with the financial data they need to make informed decisions quickly.
• Specialist Lending: We help specialist lenders save 50% time in monitoring by automating the data collection process. Our platform provides lenders with the financial data they need to make informed decisions quickly.
• M&A: Our platform provides data in minutes, saving 7+ hours per transaction compared to traditional methods. This helps M&A professionals make informed decisions quickly and efficiently.

At Validis, we are committed to providing the best possible service to our clients. Our platform is trusted by industry leaders to get financial data quickly and efficiently.