Related Products
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About
Eliminate hours of repetitive work for your operations team and reduce transfer times from weeks to days. Better data validation with AI means fewer rejects, so you can receive transfers faster. Put antsy customers at ease by letting them track the status of their transfers in real-time. Our robust, well-documented APIs allow for automation and straight-through processing. Our user-friendly interfaces with pre-filled fields make it easy for operations teams to process exceptions. Built-in compliance reports and reconciliation save your team time and keep FINRA happy. ACATS can have 17 statuses, 33 failure reasons, and 100s of data codes. We map and handle them all. Integrate with your existing core systems, including FIS/Phase3, BETA, or InteliClear. With GoldenBasis, new customers simply upload an account statement from the brokerage they want to leave. Our AI extracts and validates the fields, which vastly reduces errors.
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About
Now you only need a few hours to transform years of statements, checks, deposit slips and accounting system transactions into courtroom-ready evidence. Valid8 is the only cloud-based Verified Financial Intelligence (VFI) platform designed by forensic accountants who leverage advanced AI. Purpose-built to help teams trace the flow of funds quickly and accurately, Valid8 gets you to analyze in less time and with more confidence. Upload bank statements, check and deposit slip images, accounting system extracts, and transaction lists to Valid8 and get fully verified financial evidence within hours. See why Valid8’s (VFI) platform is exponentially faster than OCR solutions that require manual cleanup. Valid8’s VFI platform leverages AI and machine learning to automatically extract transactions from any statement or system. No more frustrations and delays: upload PDFs and get clean, reconciled data in hours.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Teams wanting a solution to automate repetitive work and handle account transfers
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Audience
Law firms seeking a platform that helps prepare evidence in hours
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationGoldenBasis
United States
www.goldenbasis.com
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Company InformationValid8
www.valid8financial.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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