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Validis Logo

Lending software for loan origination & risk management

Table of Contents

Validis - 2025 Pricing, Features, Reviews & Alternatives

What is Validis?

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.

Benefits of using Validis

  • 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.
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    Validis's features

    Features rating:

    Access Controls/Permissions
    Accounting
    Accounting Integration
    Accounts Payable
    Accounts Receivable
    Activity Dashboard
    Activity Tracking
    Ad hoc Reporting
    AI/Machine Learning
    Alerts/Notifications
    API
    Audit Management
    Audit Planning
    Audit Trail
    Cash Flow Management
    Change Management
    Chart of Accounts
    Client Portal
    Collaboration Tools
    Compliance Management
    Configurable Workflow
    Controls Audit
    Credit Risk Management
    Customer Database
    Customizable Branding
    Customizable Reports
    Dashboard
    Data Analysis Tools
    Data Capture and Transfer
    Data Connectors
    Data Discovery
    Data Extraction
    Data Import/Export
    Data Integration
    Data Management
    Data Mapping
    Data Quality Control
    Data Synchronization
    Data Verification
    Data Visualization
    Debt Management
    Document Management
    Document Storage
    Drag & Drop
    Financial Analysis
    Financial Reporting
    Financial Risk Reporting
    For Commercial Business
    For Investors & Traders
    Forecasting
    General Ledger
    Historical Reporting
    Income & Balance Sheet
    Issue Management
    Key Performance Indicators
    Liquidity Analysis
    Monitoring
    Multi-Company
    Multi-Currency
    Multi-Location
    Multiple Data Sources
    Operational Risk Management
    Performance Metrics
    Profit/Loss Statement
    Profitability Analysis
    Real-Time Analytics
    Real-Time Data
    Real-Time Monitoring
    Real-Time Reporting
    Receipt Management
    Reminders
    Reporting & Statistics
    Reporting/Analytics
    Risk Assessment
    Risk Management
    Role-Based Permissions
    Sales Tax Management
    Sales Trend Analysis
    Scheduling
    Scorecards
    Search/Filter
    Secure Data Storage
    Self Service Data Preparation
    Self Service Portal
    Self-Service Reporting
    Strategic Planning
    Third-Party Integrations
    Trend Analysis
    Trend/Problem Indicators
    User Management
    Visual Analytics

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    Validis pricing

    Value for money rating:

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    Pricing details
    Subscription
    Free trial
    Free plan
    Pricing range

    Validis support options

    Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Email/Help Desk
    Phone Support
    FAQs/Forum
    Knowledge Base

    Training options

    Live Online
    Documentation
    In Person
    Webinars
    Videos

    Validis reviews

    Overall rating

    4.3

    /5

    3

    Positive reviews

    67

    %

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10
    Rating distribution

    5

    4

    3

    2

    1

    2

    0

    1

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    0

    Validis FAQs

    Q. What type of pricing plans does Validis offer?

    Validis has the following pricing plans:
    Starting from: $1.00

    These products have better value for money


    Q. Who are the typical users of Validis?

    Validis has the following typical customers:
    Large Enterprises, Mid Size Business, Non Profit, Small Business


    Q. What languages does Validis support?

    Validis supports the following languages:
    English, French


    Q. Does Validis offer an API?

    No, Validis does not have an API available.


    Q. What other apps does Validis integrate with?

    Validis integrates with the following applications:
    MYOB Business, MYOB Acumatica, CaseWare IDEA, Microsoft Dynamics 365 Business Central tegossuite, nCino Cloud Banking Platform, Lenvi, Sage Intacct, QuickBooks Online Advanced, QuickBooks Desktop, Suralink, DataSnipper, NetSuite, Sage 50cloud Accounting, Sage 200, Auvenir, Sage 100, Thomson Reuters CLEAR, QuickBooks Online, Xero, QuickBooks Online Accountant


    Q. What level of support does Validis offer?

    Validis offers the following support options:
    Email/Help Desk, Phone Support, FAQs/Forum, Knowledge Base

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