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    M&A

    A faster, better-quality data collection process

    Speed up your data collection with real-time access to the target’s accounting software.

    Book a Demo
    The issue

    Getting the data ready for a transaction requires a lot of effort

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      Time

      M&A professionals waste over 7 hours per transaction collecting, cleaning and standardizing client data.

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      Talent

      Junior professionals want to spend their time on the transaction not cleaning the data.

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      Data integrity

      Manual collection and standardization of data can lead to errors.

    The solution

    Say goodbye to manual data collection. Validis saves you time, improves quality and ensures 100% completeness by connecting directly to your client’s account package.

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    Transaction details
    A database of all the transactions, including GL, sales, expenses & AR/AP to analyze performance drivers

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    Instant financials
    Monthly views on balance sheet and P&L performance going back multiple years

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    Faster data
    Takes the client 30 seconds to connect and you get the data in minutes

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    Understand the data better
    Reduced client follow-up now you have access to all the data

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    Standardization
    Automatically standardized output allows easier usage and comparisons

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    Instant data books
    API connections and standardized excel outputs allows instant population of databooks and rooms

    M&A partners

    Testimonials

    Trusted by industry leaders to get financial data

      • http://Image%20of%20Jim%20Bourke%20from%20Withum

        "Absolutely amazing concept and technology... Validis will totally change the way you do auditing forever."

        http://Image%20of%20Jim%20Bourke%20from%20Withum
        Jim Bourke, Withum

      How it works

      Connect Clients receive a white-labelled email link that grants Validis access to their accounting package. The typical customer journey is complete in under a minute.

      Standardize In minutes all the historical transaction level data is standardized. The data is accessible through a single API or Dashboard.

      Report Ability to create standardized excels or API connects to populate your data books.

      We Connect to over 25 major accounting platforms - and ingest accounting reports from hundreds more...
      Keeping your data safe

      Our information security program is designed to meet or exceed industry standards. We are ISO 27001 and SOC2 Type 2 compliant.

      Ready to try?
      Book your free demo today.