Business Details
10 Years
experience
Trusted Accounting Data Integration Solutions
Validis Holdings is a pioneering financial data solutions provider established in 2016 by a team of experienced accountants and data specialists. Our mission is to revolutionise how accounting firms and financial institutions access and utilise client financial data. With over 100 integrations to major accounting platforms, we deliver standardised, granular data that empowers faster, smarter decision-making across audit, lending, and specialist financial services. Our ISO 27001 and SOC2 Type 2 certifications underscore our commitment to data security and industry-leading compliance standards. Backed by a leadership team with decades of combined experience in accounting, fintech, and technology innovation, we have helped clients save thousands of hours annually through automated data extraction and analysis.Trusted by global industry leaders, our patented technology streamlines workflows, enhances analytical capabilities, and transforms traditional financial processes into efficient, data-driven operations. From our headquarters in London to our North American office in Austin, we continue to expand our reach while maintaining rigorous quality standards across all our services.
Services
Audit Data Automation
Commercial Lending Analytics
Specialist Lending Monitoring
M&A Financial Data Access
API Integration Services
Details
- Year established: 2016
Highlights and features
- We connect to 100+ major accounting platforms globally
- Our ISO 27001 certification ensures top-tier data security
- Clients save 75% in credit review time for lending
- Proven time savings of 40-70% across audit engagements
- Trusted by 90% of top financial institutions
Associations and certifications
- ISO 27001
- SOC2 Type 2
What people say
Save significant time
Data can be trusted
Enhanced engagement quality
Streamlined audit process
Powerful analytics capabilities
Services
Audit Data Automation
Our audit automation solution extracts and standardises financial data from 100+ accounting systems, reducing manual work by 8+ hours per engagement. Certified accountants gain instant access to complete financial statements, automated ratios, and variance analysis. This cloud-based service ensures consistent reporting formats across all client systems while maintaining ISO 27001 security standards.
Commercial Lending Analytics
Accelerate credit decisions with real-time financial data integration that cuts application review time by 75%. Our platform provides automated affordability analysis, debtor insights, and revenue verification through direct API connections to major accounting packages. Lenders benefit from standardised data formats and bulk download capabilities for portfolio analysis.
Specialist Lending Monitoring
Reduce monitoring time by 50% with automated financial data updates from client accounting systems. This service delivers ongoing access to key performance metrics, cash flow analysis, and debt facility tracking. Financial institutions use our standardised reports for consistent portfolio management across multiple accounting platforms.
M&A Financial Data Access
Access complete financial records in minutes for M&A transactions, saving 7+ hours per deal. Our solution provides standardised financial statements, aged receivables reports, and transaction-level journal data across all major accounting systems. This accelerates due diligence while maintaining data integrity and security compliance.
API Integration Services
Our single API connects to 100+ accounting platforms, enabling instant access to live financial data. Developers benefit from pre-built reports, standardised data formats, and bulk download capabilities. This scalable solution processes 60 million transactions monthly while maintaining SOC2 Type 2 compliance for secure data handling.
People
Michael Turner
CEO
Former Oliver Wyman partner with 13 years' consulting experience, Michael leads Validis Holdings' mission to transform financial data access. He previously headed Coalition Greenwich's London office and brings deep fintech expertise to our strategic direction.
Andy Wardle
CTO
With 20+ years' technology leadership experience, Andy previously built global B2B2C platforms in the gambling sector. He now drives Validis Holdings' technical innovation and platform development from our London headquarters.
Jeff Gramlich
Managing Director & Head of Accounting
Former President of CCH's Small Firm Services, Jeff brings extensive US accounting industry experience. He leads our accounting sector strategy and client relationships, leveraging his deep understanding of practice management needs.
Roland Cade
CPO
Product leader with 15+ years in financial services, Roland specialises in data-driven transformation. He oversees product development at Validis Holdings, combining engineering expertise with strategic leadership to deliver innovative financial data solutions.
Jamie Tulloch
CFO
With 20+ years in audit and finance leadership, Jamie directs Validis Holdings' financial strategy. His experience spans FX, capital markets, and SaaS sectors, where he has driven financial performance and operational excellence across global operations.
Questions
How does Validis Holdings access accounting data?
We connect directly to 100+ major accounting platforms via secure API integrations, enabling instant access to live financial data without manual extraction.
Is my data secure with Validis Holdings?
Yes, our information security program meets ISO 27001 and SOC2 Type 2 standards, with enterprise-grade encryption and access controls protecting all data transfers.
Which accounting packages do you support?
We support all major accounting platforms including QuickBooks, Xero, Sage, and NetSuite, with new integrations added regularly to maintain comprehensive coverage.
How can Validis Holdings improve audit efficiency?
Our automated data extraction reduces audit preparation time by 40-70%, providing standardised financial statements, automated ratios, and complete transaction records for faster analysis.
Can I try Validis Holdings before purchasing?
Yes, we offer live product demonstrations and trial access to our platform, allowing you to experience the time savings and data quality firsthand before making a commitment.
What support options are available?
Our UK and US-based support teams provide implementation assistance, technical support, and training resources, with service level agreements tailored to your business requirements.
