FAQs

All FAQ’s

• What are the advantages of using Validis compared to just getting the reports from my client?

  Financial data retrieval

  Validis essentially eliminates the back and forth requests for financial reports from your client. Validis connects to your SMB client’s accounting application, collects the full transactional history, and automatically maps and standardizes the data. Our APIs allow you to receive and consume the data in the way that works best for you. Data retrieval, interrogation, encryption, and standardization takes just minutes. Reoccurring uploads of your client’s data can be scheduled using the upload scheduler tool available in the Validis portal.

  Because there is no manual intervention in the process, you receive a complete and accurate snapshot of the data as it exists in the client’s accounting application at the moment of submission.

• What information does Validis extract from my client’s accounting package?

  Financial data retrieval

  Validis extracts the complete transactional details for the general ledger, receivables subledger, and payables subledger from your client’s accounting application.

• How long do we store data?

  Data storing

  The data belongs to your SME. We follow your company's data retention practices and the storage/deletion of data is entirely at your control.

• Where do we store the data?

  Data storing

  Data is stored in the country where your business is located. Validis protects the data during the signup, upload, transmission, and storage process. The data connection process, Validis APIs and the Validis portal is hosted by Microsoft Azure.

• Which accounting applications does Validis connect to?

  Accounting application connectors

  Abila, Intuit Quickbooks Online and for Desktop, Microsoft Dynamics Navision and Great Plains, Xero, Sage 100 Contractor, Sage 100 MAS90, Sage 100 MAS200, Sage 300 CRE (Timberline), Sage 300 ACCPAC, Sage 50 Simply and Peachtree.

• How secure is Validis technology?

  Security

  Our technology transmits data securely using Microsoft Azure. Additional security features include: HTTPS, AES 256 BIT data encryption (bank-grade), SSL, stateful firewall protection, and ISO 27001 certification and SOC 2 accredited.

• How does Validis benefit my clients?

  Benefits

  Validis eliminates the need for your clients to manually gather their financial information and reports and send to you using insecure methods such as regular mail, email, fax, etc. This saves valuable time for both you and your clients. In addition, our portal allows the client manager to schedule reoccurring uploads of a client’s data. This provides additional time savings for your clients and ensures the automation of the whole process (no human intervention).