datashare - validis
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Product Sheet
DataShare Taking the pain out of financial data sharing
“Our partnership with Validis will further improve and refine the process of uploading financial information for our clients.” - Richard Kerton, CEO of Esme Loans
Primary use cases:
Drive tangibleprocess efficiencies
Deliver an enhanced customer experience
Maintain compliance with credit policies
Key benefits:
Lending Accounting Firms
Client Onboarding
Loan Origination
CovenantMonitoring
RiskManagement
Audit Tax Insolvency Advisory
Extract Standardize Analyze
What is DataShare?Validis DataShare is a software solution used by the world’s leading financial institutions and accounting firms, driving an agenda of innovation and digital processes to help streamline their clients’ experience.
DataShare enables small and medium enterprises (SMEs) to share their full financial data history directly from their accounting package in a standardized format, speeding up loan decisions, powering audits and improving insight.
Reduce potential of fraud
Increase financial transparency
Contact us to find out more about Validis DataShareCall: +1 844 275 2592 (US) / +44 (0) 844 375 9070 (UK) | Email: [email protected] | Web: www.validis.com
Product SheetDataShare
How can DataShare be consumed?
Contact us to find out more about Validis DataShareCall: +1 844 275 2592 (US) / +44 (0) 844 375 9070 (UK) | Email: [email protected] | Web: www.validis.com
Key features:
• API-enabled infrastructure • Comprehensive online and offline accounting connections • Quality score check to validate data integrity
• Standardized financial reporting
• Customizable admin portal
• Security – ISO 27001 / SOC2
Our easy to use online portal, which features an upload scheduling tool, is also available. Use
DataShare View to interrogate and analyze client data.
DataShare provides a variety of API options that enable you to receive as little or as much of your
SME client’s data as you need. Our APIs allow you to consume the data in the way that works best for you.