+
+

Related Products

  • SBS Banking Platform
    29 Ratings
  • Predict360
    18 Ratings
    Visit Website
  • D&B Risk Analytics
    81 Ratings
    Visit Website
  • Mortgage Automator
    198 Ratings
    Visit Website
  • MindCloud
    83 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • LendingPad
    302 Ratings
    Visit Website
  • Fraud.net
    56 Ratings
    Visit Website
  • QUODD
    1 Rating
    Visit Website
  • B2i
    2 Ratings
    Visit Website

About

Validis are transforming how global banks, lenders and accounting firms get data from their commercial clients. Validis connects to every major cloud and on-premise accounting software package of your customer. We then extract, standardise and deliver you their accounting data in real-time. Everything from debtors, creditors, P&L, balance sheet and more, all made available to you through a simple, clear interface or a single, intelligent API. The Validis platform maps the data from the accounting software into a standardised chart of accounts; meaning that every customer’s data will be in a consistent format for underwriters, relationship managers, analysts & decision makers. We build all the key, insightful financial reports, and ratios for you and ensure they are consistently formatted, dramatically improving your speed of review and credit decisioning.

About

Deliver it fast, make changes deliver fast again, and fast again. Often analysis is a process of agreeing on assumptions with clients and investors. planEASe enables you to deliver a property analysis website seconds after the analysis is complete. In conjunction with the website or instead of, report packages will print custom packages of reports for a presentation that can be filed away. planEASe is a single product with 6 optional extensions. The planEASe base MUST be a part of your first purchase, whereas you may choose to add any or none of the extensions listed. You may click on any of the 'View' links in the table for further descriptions and movies about the products. Expands planEASe to produce monthly and quarterly cash flow reports in addition to the standard annual reports. Also adds the capability to project Unit Sales developments such as Subdivisions, Land Development, Condo Conversions and Marina Slips.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Accounting and Financial Services firms globally

Audience

Real estate agencies, professionals and companies looking for a commercial real estate cash flow analysis solution

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$45 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Validis
Founded: 2013
London, UK
validis.com

Company Information

planEASe
www.planease.com

Alternatives

Alternatives

Investor

Investor

Neutron Systems
Railz

Railz

Railz.ai

Categories

Categories

Financial Risk Management Features

Compliance Management Supported
Credit Risk Management Supported
For Hedge Funds Supported
Liquidity Analysis Supported
Loan Portfolio Management Supported
Market Risk Management Supported
Operational Risk Management Supported
Portfolio Management Supported
Portfolio Modeling Supported
Risk Analytics Benchmarks Supported
Stress Tests Supported
Value At Risk Calculation Supported

Banking Features

ATM Management Not Supported
Compliance Tracking Supported
Corporate Banking Supported
Credit Card Management Not Supported
Credit Union Not Supported
Investment Banking Not Supported
Multi-Branch Not Supported
Online Banking Not Supported
Private Banking Not Supported
Retail Banking Not Supported
Risk Management Supported
Securities Management Not Supported
Transaction Monitoring Supported

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Not Supported
Budgeting & Forecasting Not Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Not Supported
Profitability Analysis Supported
Strategic Planning Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Loan Origination Features

Amortization Schedule Not Supported
Audit Trail Supported
Closing Documents Not Supported
Compliance Management Supported
Customer Database Not Supported
Digital Signature Not Supported
Document Management Not Supported
Fee Management Not Supported
Loan Processing Supported
Online Application Not Supported

Risk Management Features

Alerts/Notifications Supported
Auditing Supported
Business Process Control Supported
Compliance Management Supported
Corrective Actions (CAPA) Supported
Dashboard Supported
Exceptions Management Not Supported
Internal Controls Management Supported
IT Risk Management Supported
Legal Risk Management Not Supported
Mobile Access Not Supported
Operational Risk Management Supported
Predictive Analytics Supported
Reputation Risk Management Not Supported
Response Management Not Supported
Risk Assessment Supported

Financial Risk Management Features

Compliance Management Not Supported
Credit Risk Management Not Supported
For Hedge Funds Supported
Liquidity Analysis Not Supported
Loan Portfolio Management Supported
Market Risk Management Not Supported
Operational Risk Management Not Supported
Portfolio Management Supported
Portfolio Modeling Not Supported
Risk Analytics Benchmarks Supported
Stress Tests Not Supported
Value At Risk Calculation Not Supported

Integrations

MYOB AccountRight Supported
Microsoft Dynamics GP Supported
QuickBooks Accountants Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Xero Supported
Yardi Advanced Budgeting & Forecasting Supported

Integrations

MYOB AccountRight Not Supported
Microsoft Dynamics GP Not Supported
QuickBooks Accountants Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Xero Not Supported
Yardi Advanced Budgeting & Forecasting Not Supported
Claim Validis and update features and information
Claim Validis and update features and information
Claim planEASe and update features and information
Claim planEASe and update features and information