Validis Reviews & Product Details

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TM

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

4/18/2023

"Validis Software: Streamlining Financial Data Analysis for Auditors and Lenders"

3.5/5

What do you like best about Validis?

Validis software is designed to help financial services organizations streamline the collection and analysis of financial data. The platform can extract data from multiple sources and transform it into a standard format, making it easier to analyze and audit.

Likes:

1. The software can save significant time and effort for auditors and lenders who would otherwise have to manually collect and analyze data from multiple sources.

2. The ability to extract data from a variety of sources, including accounting software and banking systems, makes it a versatile tool for financial services organizations.

3. The data analytics and benchmarking features provide valuable insights that can help organizations make better decisions. Review collected by and hosted on G2.com.

What do you dislike about Validis?

Dislikes:

1. Some users may find the software interface to be complex or difficult to navigate.

2. There may be a learning curve for users who are not familiar with the software or with data analytics in general. Review collected by and hosted on G2.com.

What problems is Validis solving and how is that benefiting you?

Validis is solving several problems related to the collection and analysis of financial data, including:

Data collection inefficiencies: Validis can help financial services organizations save time and reduce errors by automating the collection of financial data from multiple sources, including accounting software and banking systems.

Data normalization: Validis can transform the collected data into a standard format, making it easier to analyze and audit. This can reduce the time and effort required to manually normalize data from multiple sources.

Data analysis and reporting: Validis can provide valuable insights through its data analytics and benchmarking features. This can help financial services organizations make more informed decisions and provide better service to their clients.

The benefits of using Validis can include improved efficiency, reduced errors, and better decision-making. By automating the collection and normalization of financial data, financial services organizations can save time and focus on more high-value tasks, such as data analysis and reporting. This can ultimately lead to better business outcomes and improved client satisfaction. Review collected by and hosted on G2.com.

ZJ

Zachary J.

Assistant Store Manager & Small Business Expert

Telecommunications

Small-Business (50 or fewer emp.)

9/21/2022

"Validity is great"

5/5

What do you like best about Validis?

How it gathers financial data and converts it to a more useful but standard format. Review collected by and hosted on G2.com.

What do you dislike about Validis?

It's not compatible with every accounting system so I can only use it with specific ones. It could use some expanding. Review collected by and hosted on G2.com.

CA

Verified User in Accounting

Mid-Market (51-1000 emp.)

6/15/2022

"Great new data consolidation Platform"

4.5/5

What do you like best about Validis?

The built-in APIs are powerful enough to consolidate year-on-year data. Although not all engagements are applicable as it is still a growing product, they do the client setup well. Review collected by and hosted on G2.com.

What do you dislike about Validis?

The dashboard isn't great, can be improved. The branding setup is easy but not well-rounded. The pricing is high for a new product. The time to implement can be long. Review collected by and hosted on G2.com.

UA

Verified User in Automotive

Small-Business (50 or fewer emp.)

12/15/2017

"Effective and reliable software "

5/5

What do you like best about Validis?

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. Review collected by and hosted on G2.com.

What do you dislike about Validis?

There is nothing that I dislike about validis. It is all very effective. Review collected by and hosted on G2.com.

Recommendations to others considering Validis:

At the touch of a button validis connects to your clients SBM accounting application to securely share their full transactional history. Review collected by and hosted on G2.com.

What problems is Validis solving and how is that benefiting you?

Extracting the information needed rather than a long emailing back and forth has made all the difference. Review collected by and hosted on G2.com.