Validis
Standardized accounting data extraction for dealmakers
4.1Enterprise / CustomBest for QoE and financial DD teams standardizing data intake
Financial DD Data Extraction QoE
Overview
Validis extracts and standardizes transaction-level data from 100+ accounting systems (QuickBooks, Sage, NetSuite, Xero, Dynamics and more), delivering analysis-ready financials via portal, API or MCP server. In M&A it accelerates QoE and financial diligence by replacing PDF-and-spreadsheet data collection with direct GL access.
Key features
- Direct extraction from 100+ accounting packages
- Standardized GL, AR/AP and transaction-level data
- Portal, API and MCP server delivery
- Covenant and performance monitoring from source data
- SOC-audited security
Pros
- Kills the PDF-to-Excel data-collection grind in QoE work
- Transaction-level detail enables real analytics
- Also useful post-close for lender/covenant reporting
Cons
- Target company must cooperate to connect its ledger
- Built around advisor/lender workflows more than fund teams