# Validis Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Validis Software - reviews, pricing plans, popular comparisons to other Accounting products and more.

Source: https://www.capterra.com/p/173875/Validis

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# 

 Validis Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Validis

## What is Validis?

As the leading accounting data extraction and standardization tool, we partner with accounting firms and financial institutions to deliver right-the-first-time, analysis-ready data for audits, M&A, and complex corporate lending.  Our patented data engine is the only product of its kind to deliver transaction-level standardized Accounts Receivable, Accounts Payable and General Ledger data via file upload or direct from a business’s accounting package - in minutes. This means firms don’t need to know the specifics of every accounting package a business uses - they get the data in the same format regardless. Ultimately enabling smarter, faster, data-driven decisions. Fast, secure, and trusted by over 100 market-leading accountants and lenders, serving thousands of businesses. Chat to one of our experts today to see how you can automate your financial data and standardization. 

## What is Validis used for?

[Data Visualization](https://www.capterra.com/data-visualization-software/)[Commercial Loan](https://www.capterra.com/commercial-loan-software/)[Banking Systems](https://www.capterra.com/banking-systems-software/)

Top alternative

Featured

Overall rating

Based on 3 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$1

Per User, Per Month

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

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Do you work for Validis?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://validisusa.com/&name=Validis)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Validis

4.3 (3)

VS.

[4.3 (684)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting Price

$1

per user, per month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (2)

Ease Of Use

4.2 (610)

Value For Money

5.0 (2)

Value For Money

4.0 (517)

Customer Service

5.0 (2)

Customer Service

4.0 (549)

## Validis alternatives

[4.2 (2,035)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

Highest Rated

[4.5 (15)](https://www.capterra.com/p/47491/Corporater-Business-Management-Platform/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.4 (105)](https://www.capterra.com/p/62308/CCH-Tagetik/reviews/)

Starting price

$50000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[4.3 (330)](https://www.capterra.com/p/119119/Domo/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Accounting Integration

Integrate with a third-party accounting system

Accounts Payable

Track money owed to a company's creditors/suppliers

Accounts Receivable

Track outstanding invoices and the money owed from clients

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Validis 91 features

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Track money owed to a company's creditors/suppliers

Track outstanding invoices and the money owed from clients

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Generate one-off reports that meet information requirements

Software program that continuously adjusts its behavior based on observed data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Create a targeted plan, schedule resources, and determine long-term goals for the audit process

A record of all activities within the system, including user access, changes made, etc.

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Track and monitor efficient handling of all changes/transitions

A financial statement that lists a company's accounts and details the account type and balance

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Track and manage adherence to policies for any service, product, process, or supplier

Configure existing workflows to meet your organization's needs

Establish requirements for testing to reduce risks

A collection of customer information such as contact details, demographics, previous interactions, etc.

Add customized logos and colors to align with company branding

Alter the layout and content of reports

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Analyze survey results via statistical testing or crosstabs directly within the software

Import, collect, and capture data from multiple sources

Connect to big data sources

Discover and connect variety of data sources to the application for analysis

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Import and export data to and from software applications

Combining data from different sources and providing a unified view

Ability to handle large datasets

Track the management and flow of data throughout the organization

Establish guidelines about how much and what kind of data can be stored in the repository

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Graphical representation of data

Manage budgeting and financial planning operations to control and eliminate debt

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Convert data into a code for security

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Generate reports to assess the financial performance of an organization

Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems

Provides commercial businesses with funds to finance various needs

Used by retail investors and active traders/day traders

Form predictions based on past and present data/trends

Centralized accounting record which tracks all financial transactions

Information, data and reports that are being tracked over time

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Identify and respond to unexpected problems or failures (ie. "negative events")

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Process of securing a loan from a bank or any other lender.

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage the accounting and financial aspects of multiple locations or companies in a single location

Manage and handle various international currencies

Manage and support multiple locations

Allows users to manage data from a number of sources

Manage risk that occurs from systems failure or inadequate processes

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Evaluate the degree to which business operations bring monetary gains

Analyze and gain insights into data in real-time

Receive data and information in real time

Active monitoring of systems, applications, or networks

Active reporting of data and metrics

Upload, track, and submit receipts in a central database

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Initiate collection and analysis of known risks

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Calculation of consumption tax imposed on the sale of goods/services

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Plan availability and assign specific time slots for tasks and resources

Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Access, combine, transform, and store data without the help of an IT department

Online portal through which end users can access the system, manage tasks, or obtain information

Allow users to create their own reports and financial statements

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Set up connections to third-party platforms to improve business processes

Review data from past periods to reveal recurring tendencies and predict future performance

Visually identify direction of development and areas that require attention

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Interact with data visualization elements, such as charts and graphs, to drill down into data

Get Advice

We can help you find the software with the features you need.

Features

5.0 (2)

5.0

Based on 2 reviews

## Pricing

Value for money

5.0 (2)

Basic

$1.00

Value for money

5.0 (2)

5.0

Based on 2 reviews

## Integrations

[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)[

NetSuite](https://www.capterra.com/p/135757/NetSuite/)[

QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[

Sage Intacct](https://www.capterra.com/p/76/Intacct/)[

Sage 50 Accounting](https://www.capterra.com/p/174753/Sage-50cloud/)[

Suralink](https://www.capterra.com/p/148032/Suralink/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (2)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (2)

5.0

Based on 2 reviews

## User reviews

Overall rating

4.3

Based on 3 reviews

Filter by rating

5(2)

4(0)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

LD

Lov Dev B.

### ""

3.0

Overall Rating

3.0

3.0

Ease of Use

0.0

0.0

Features

0.0

0.0

Customer Service

0.0

0.0

Likelihood to Recommend

0/10

October 24, 2017

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

EO

Ed O.

### "Great program"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

March 27, 2017

Simple, effective and improved efficiency. Thanks to this program we were able to automate this process and improve our data analysis.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 27, 2017

Thank you for the review Ed. We are pleased that you are seeing so many benefits from our technology.

JB

Jim B.

Partner

Accounting

### "Game Changer"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 27, 2017

Validis totally changes the way we "do" audit! It is a game-changing technology that lets the auditor focus on the engagement and spend less time in organizing the underlying financial information.

Pros

Ease of Use

Cons

Not compatible with enough accounting systems

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 27, 2017

Thank you for the review Jim. We are delighted to be working with everyone at Withum!

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)