Validis - 2026 Pricing, Features, Reviews & Alternatives

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.