Validis
Connect to accounting data
By Validis UK Ltd
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free to install
- Listed since
- 2024
About Validis
We get financial data.
Validis is a Cloud-based accounting extraction trusted by some of the biggest names in FS and audit. Digitize the customer journey, making it quick and easy for customers to share financial data directly from their accounting software. Quicker lending decisions and time to cash.Remove need for manual collection, interpretation, and re-keying of financial data – supporting the transformation agenda. Increased loan conversion rates. Stay connected to monitor ongoing risk – financials can be automatically refreshed at a chosen cadence.
Highlights
- Capacity Creation - 75% improvement in efficiency allowing lenders to focus on their customers and expand relationships
- Reduce Data Costs - 52% savings on cost to retrieve data for better decisions
- Increase Conversion Rates - 18% increase in loan conversion rates because data is accurate and readily available
Pricing
Free to install.
| Plan | Price | Billed |
|---|---|---|
| Connect | $35 per per upload | One time |
Compatibility
- Works with
- Sales Cloud
- Financial Services Cloud
- Requires
- Sales Cloud
- Financial Services Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on February 2, 2024
- Industries
- Financial Services
- Professional Services
- Nonprofit
- Languages
- English