--- title: "Validis Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Validis Software - reviews, pricing plans, popular comparisons to other Accounting products and more." source_url: "https://www.capterra.com/p/173875/Validis/" page_type: "product" language: "en" --- # Validis Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Validis?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://validisusa.com/&name=Validis) ## Validis Overview Updated August 2026 AI summary Validis enables organizations of all sizes to manage accounting, audit, and financial reporting through cloud-based tools for accounts payable, accounts receivable, general ledger, and compliance management. Supporting multi-currency, audit trails, role-based permissions, and integration with major accounting platforms, Validis facilitates secure financial data analysis and reporting across diverse business intelligence and risk management needs. ## 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. [4.5 (15)](https://www.capterra.com/p/47491/Corporater-Business-Management-Platform/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 4.1 (233) Value For Money 5.0 (2) Value For Money 4.2 (153) Customer Service 5.0 (2) Customer Service 4.6 (201) ## Validis alternatives [4.4 (108)](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 [4.2 (2,068)](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 [4.3 (331)](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 [4.3 (716)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars ## FAQs about Validis Overview ### What company size and specific industries is Validis built for? Validis is designed for accounting firms and financial institutions of various sizes, including small practices, mid-market firms, and larger enterprises. It is built for organizations in the accounting and financial services sectors that need tools suited to professional financial data work. Features and Usability ### What are the key features of Validis? Validis offers accounting integration, data extraction, data import/export, and data verification for financial data handling. It includes audit management, audit trail, compliance management, and controls audit for oversight. Additional features include real-time reporting, financial analysis, dashboards, role-based permissions, and third-party integrations. Integrations ### Which third-party tools and platforms does Validis integrate with? Validis connects natively to accounting and audit platforms including Auvenir, Caseware, DataSnipper, Lendscape, Lenvi, MYOB Acumatica, MYOB Business, Microsoft Dynamics 365 Business Central tegossuite, NetSuite, Pegasus, QuickBooks Desktop, QuickBooks Online, Sage 100, Sage 200, Sage 50 Accounting, Sage Intacct, and Suralink. It supports over 20 integrations. Getting Started and Support ### What training and onboarding options does Validis offer? Validis provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced viewing. Getting Started and Support ### What customer support options does Validis offer? Validis provides email/help desk, FAQ/forum, knowledge base, and phone support. These channels give users direct contact options and self-service resources for common questions and troubleshooting. No reviewer feedback about support quality is available, so support experience details cannot be summarized from user comments. ## Features AI summary Based on 11,280 Accounting reviews Capterra data shows that buyers of accounting software rank the following features as their top priorities: - **Income & Balance Sheet** (**57%** of reviewers rated this feature as critical) - **Financial Reporting** (**52%**) - **General Ledger** (**51%**) Validis supports all three features reviewers identify as most important: **Income & Balance Sheet**, **Financial Reporting**, and **General Ledger**. Together, these capabilities help businesses track financial health, maintain accurate records, and review performance with greater clarity, allowing teams to make informed accounting decisions and manage reporting with confidence. 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 ### All Features - 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 - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Planning: Create a targeted plan, schedule resources, and determine long-term goals for the audit process - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Change Management: Track and monitor efficient handling of all changes/transitions - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Controls Audit: Establish requirements for testing to reduce risks - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Analysis Tools: Analyze survey results via statistical testing or crosstabs directly within the software - Data Capture and Transfer: Import, collect, and capture data from multiple sources - Data Connectors: Connect to big data sources - Data Discovery: Discover and connect variety of data sources to the application for analysis - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Data Management: Ability to handle large datasets - Data Mapping: Track the management and flow of data throughout the organization - Data Quality Control: Establish guidelines about how much and what kind of data can be stored in the repository - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Verification: Process of checking different types of data for accuracy to avoid errors or inconsistencies - Data Visualization: Graphical representation of data - Debt Management: Manage budgeting and financial planning operations to control and eliminate debt - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Encryption: Convert data into a code for security - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Reporting: Generate reports to assess the financial performance of an organization - Financial Risk Reporting: Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems - For Commercial Business: Provides commercial businesses with funds to finance various needs - For Investors & Traders: Used by retail investors and active traders/day traders - Forecasting: Form predictions based on past and present data/trends - General Ledger: Centralized accounting record which tracks all financial transactions - Historical Reporting: Information, data and reports that are being tracked over time - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - Loan Origination: Process of securing a loan from a bank or any other lender. - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Multi-Location: Manage and support multiple locations - Multiple Data Sources: Allows users to manage data from a number of sources - Operational Risk Management: Manage risk that occurs from systems failure or inadequate processes - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Profitability Analysis: Evaluate the degree to which business operations bring monetary gains - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Reporting: Active reporting of data and metrics - Receipt Management: Upload, track, and submit receipts in a central database - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Tax Management: Calculation of consumption tax imposed on the sale of goods/services - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Scheduling: Plan availability and assign specific time slots for tasks and resources - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Self-Service Reporting: Allow users to create their own reports and financial statements - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Trend/Problem Indicators: Visually identify direction of development and areas that require attention - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Visual Analytics: 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/)[ 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/)[ Sage 100](https://www.capterra.com/p/227232/Sage-100cloud/)[ 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! ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.