Validis

You asked. We delivered: One journey. All clients. Any accounting package 🚀 Audit data is complex - fragmented across countless systems with unique formats. Standardizing such a diverse range is like solving a million-piece puzzle. But what if a tool could ingest data from any system, standardize it instantly, and streamline the entire accounting data collection process? Well, we built it. Our Smart Data Engine now ingests and standardizes accounting data from virtually any source, delivering audit-ready data in minutes. The result? A powerful yet simple, user-friendly solution that transforms auditing: 🤹♂️ No more juggling processes  🛣 One seamless journey for your team and all your clients  ⏳ Time back to focus on analysis and adding value Alongside our 27 connectors, businesses can now share data by uploading reports exported direct from their accounting system. It takes minutes. Take a minute to imagine how this could impact your audit process. Transformative right? Behind any smart tech is a team of passionate and very clever people. 📣 A big shout-out to the whole Validis team!! From customer insights 🧑 to big thinking 🧠 to building ⚙️ to implementation 🚀 There isn't a Validis team member that hasn't touched this exciting launch! Link in the comments for more info. #CleverPeopleSmartTech #AuditInnovation #FinancialData #Validis 

Data tells a story - and our story in 2024 is pretty exciting.     We're thrilled to have been named SaaS Provider of the Year and landing a spot in the DataTech 50 🎊 But beyond the awards, we've been laser-focused on doing what we do best – we get financial data.    Our biggest milestone? Our New Client Journey, a single data journey which ingests and standardizes accounting data from virtually any accounting system, delivering audit-ready data in minutes.     None of this would be possible without our incredible Validis team - A big shout out to the amazing minds that create, innovate and drive our success.    A massive thank you to our incredible clients and partners who've been on this journey with us. Your challenges inspire our best work, and your trust drives us forward.    As we look forward to 2025, we're more committed than ever to pushing the boundaries of data ingestion and delivering exceptional value.  #2024wrapped #Validis #Wegetfinancialdata #AuditInnovation

Ever wondered why some tech solutions take off while others gather digital dust?     In a recent blog our Product Owner Timi Davies shares insights on driving product adoption through great customer experience (CX). Here’s a checklist for what you need to consider:    1. Customer-Centric Design:   Look for platforms that demonstrate a deep understanding of your specific workflows and pain points. 2. Seamless Integration:   The solution should fit naturally into your existing processes, not require you to create workarounds or engage in constant context switching. 3. Scalability:   Ensure the technology can grow with your needs and adapt to industry changes. 4. Proven Track Record:   Seek out case studies and testimonials that demonstrate real-world impact and customer satisfaction. 5. Ongoing Support and Development:   Choose a provider committed to continuous improvement and responsive customer support.    When was the last time you fell in love with a product that just... worked? No fuss, no complex training, just pure value from day one. That's the sweet spot we’re aiming for.     While our product isn’t perfect (yet) our customers are already seeing the real value in great CX:     "The big AHA moment for me was seeing the Validis dashboard. For the first time, I could see the whole business in seconds."    You can read more insights on choosing products that drive adoption in the full blog post: “The Adoption Imperative: Designing product for real-world impact” – ✨Link in the comments ✨    #BlogPost #ProductAdoption #CustomerExperience #WegetFinancialData

This year, we turn the spotlight on our most valuable asset – our people.    We asked our team to share their proudest moments and the incredible impact they have made at Validis - This collaboration only represents a small portion of our team, but just listen to what they’ve achieved 😍    From personal breakthroughs to collaborative triumphs - our employees' reflections showcase the diverse talents that truly propel us forward    We believe every department and every employee brings their own unique energy and innovative ideas to our collective mission – We get financial data 🚀    Here’s to fantastic 2024 and an even bigger 2025.   #CompanyCulture #DreamTeam #CompanyAchievements #Validis  

Calling all Validis users 📢 Are you ready to delight your clients and smash your targets in 2025? Great audits start with great data. But the tedious data cleaning and client follow-ups shouldn't eat up your valuable time. That's where Validis comes in.  Join us for "Delight Clients and Save Your Sanity: The Ultimate Audit Playbook" – a hands-on session showing you how Validis transforms your audit workflow. With these game-changing takeaways, it's an opportunity you won't want to miss: [image below] Choose your preferred session:  🇬🇧 Jan 8, 2025 - 2:00PM GMT  🇺🇸 Jan 9, 2025 - 11:00AM EST Start the year right with Validis – Registration links to both webinars can be found in the comments! #Webinar #Audit #AuditWorkflow #Validis #WeGetFinancialData

 “Our collaboration with Validis amplifies our commitment to empowering accounting professionals to do their jobs better than they ever have before.” Following the recent announcement of our partnership with Caseware, we are delighted to see Accounting Times has highlighted the strategy behind this collaboration in a recent article. Firms can now focus on analysis and decision making rather than data preparation – With access to standardised data, auditors can easily identify anomalies, assess bookkeeping quality and analyse trends across client portfolios. Read the full article for more insights from Validis’ Managing Director, Jeff Gramlich and Caseware’ Chief Commercial Officer, Davis Jackson – Link in the comments ⬇️ #AccountingTimes #AccountingNews #Validis #Caseware #Partnership #AuditInnovation

Strategic insights or manual data preparation? Where do you want your audit team spending their time?    We've all spent countless hours cleaning and formatting client data - and then doing it all over again when we need more. In fact, KPMG found that 76% of junior auditors spend over half their time on data prep rather than analysis. But here's the thing: if all you're doing is manipulating data, you're just getting really good at... manipulating data.  The fastest way to learn auditing is by actually auditing. Each completed audit brings new insights and a deeper understanding of risks. That’s where Validis comes in. Drawing from daily conversations with audit partners, Arthur Ibbotson, CA shares what they really want from their teams - and three practical ways to use Validis’s standardized data to show you're ready for that next career step. The future of audit isn't about who can format spreadsheets fastest – it's about who can provide valuable insights.    Read our latest blog post: “From Data Grunt Work to Value-Add: How Junior Auditors Can Make Their Mark” by Arthur Ibbotson, CA, Business Development Executive. ✨Link in the comments ✨ #BlogPost #Auditors #AuditInnovation #WeGetFinancialData    

Standing room only at the opening keynote for #DigitalCPA! Great to see so many partners already - if you want to learn more about Validis then drop me a line, I’d be more than happy to connect! #wegetfinancialdata

Data Privacy in the era of AI & LLM’s - A Delicate Balancing Act ⚖️ When it comes to AI & LLM's, protecting sensitive information isn't just a best practice - it's a critical necessity. As auditors and businesses increasingly leverage AI, the Data Privacy expectations have never been higher. Key challenges include: - Potential exposure of confidential data during LLM interactions - Risks associated with third-party AI hosting platforms - Unintended data retention and potential misuse The solution? A proactive approach: ✅ Robust data encryption ✅ Strict anonymization techniques ✅ Rigorous supplier due diligence At Validis, we understand that in the AI landscape, privacy isn't an afterthought - it's our first priority. Read the full guide from Validis CTO, Andrew Wardle 'The Auditor’s AI Triple Threat: Privacy, Security, and Data Quality in the era of LLMs': Link in the comments⬇️ #DataPrivacy #AIEthics #CyberSecurity #BusinessIntelligence

Extract, cross-reference, and verify your client’s data with ease.     No more switching between platforms - Auditors can use accounting data from Validis to enhance their workflow in DataSnipper    Users can quickly extract and validate standardized data, streamlining the auditing process and saving time.    Get the data from Validis. Start snipping with DataSnipper.     It’s really that easy!     #ProductInnovation #Partnership #IntegratedEcosystem #DataDrivenAudit #AuditInnovation #WeGetFinancialData #HappySnipping