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Financial Due Diligence

Financial due diligence, without the data prep.

Speed up your analysis and reduce errors. Validis instantly delivers M&A-ready data by connecting to over 100 ERPs. Built for Advisory teams who would rather spend time on analysis rather than data cleaning

 

 

Book a DemoSee how it works
The Challenge

Data prep is eating your deal time.

FDD and M&A teams spend more time preparing financials than analyzing them. Every mid-deal refresh means starting over. Every new engagement means another round of request lists, chasing clients, and reconciling formats. The friction is predictable. So is the cost.

The teams winning deals aren’t the ones with better spreadsheets. They’re the ones spending the hours where the value is, with clients

 

 

The solution

Structured data, delivered straight into Excel.

Validis connects to 100+ ERPs to instantly extract and standardize financial data into your custom Excel outputs. Purpose-built for corporate finance firms, it makes high-quality financial due diligence faster and easier for both dealmakers and their clients.

No new tools to learn. No data engineering team required. Your templates, your workflow, just with the data prep removed.

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    Better for your clients

    One secure, read-only link to the target's accounting system. QuickBooks, NetSuite, Sage Intacct, Xero, Microsoft Dynamics 365 Business Central and 100+

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    Increased efficiency

    General ledger, trial balance, AR, AP, structured and standardized in minutes, not days

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    Better insights

    We can also connect directly to your firms chosen LLM to power natural-language analysis

What you get

M&A-ready data with Validis.

Extract and standardize at source

Pull financial data directly from the target’s ERP, structured to a consistent schema across every engagement.

Live Excel formulas inside your templates

Drop Validis formulas into the workbooks your team already uses. Data populates, refreshes and reconciles without rebuilding.

One-click mid-deal refreshes

When the target closes another month, refresh the workbook in a click. Templates update automatically.

Switch between engagements in-workbook

Move from one deal to the next without leaving Excel. Keep your templates, change the data source.

Why Validis

Why FDD and M&A teams choose Validis.

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    Time back

    Shift hours from data preparation to the analysis and insight that drives evaluation forward. Teams typically recover the majority of the time previously spent on data prep per engagement.

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    No manual rework

    Data arrives structured and ready, in the Excel environment your team already relies on. No rekeying, no reconciliation, no version drift.

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    Better margins

    Mid-engagement data refreshes flow through automatically. Templates update. Work continues. Engagements stay on scope and on budget.

By the numbers

The Validis impact

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ERPs supported

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Saved per engagement

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To extract, not days

Security

Built for the way corporate finance teams work.

Validis operates on a temporary, read-only connection to the target’s accounting system. Data is encrypted in transit and at rest. Access is controlled by the firm, revocable at any point, and scoped to the engagement. Our platform is independently audited against the standards corporate finance firms expect.

How it fits together

Your templates. Your workflow. Our data.

Validis doesn’t ask you to adopt a new platform. The Excel add-in sits inside the environment your team already works in, pulling structured financial data into the templates you’ve already built. Workflow stays the same. The data just arrives faster and cleaner.

Use cases

Where Validis shows up in the deal cycle.

Sell-side prep

Stand up a clean, standardized data room faster. Reduce the number of rounds of questions from the buy-side.

Buy-side diligence

Extract target financials into your existing QofE templates in minutes. Refresh mid-deal without rework.

Integration planning

Pull ongoing data from acquired entities into post-deal reporting packs without re-engineering the stack.

Portfolio monitoring

Extend the same connection post-close to feed ongoing portfolio reviews.

Testimonials

Trusted by industry leaders to get financial data

    • "“Before Validis, when a client said ‘we need this done in two weeks,’ I’d have to say no because it would take me a week and a half just to get the data. With Validis, I can actually use those full two weeks for analysis.”

      David Carbajal, Squash CPALearn More
    • http://Image%20of%20Jim%20Bourke%20from%20Withum

      "Absolutely amazing concept and technology... Validis will totally change the way you do auditing forever."

      http://Image%20of%20Jim%20Bourke%20from%20Withum
      Jim Bourke, Withum
    We connect to 100+ major accounting platforms
    FAQ

    Questions FDD and M&A teams ask us.

    See Validis in your own Excel templates.

    Book a 20-minute demo. We’ll plug into a sample data set and show you how a live-connected FDD template runs end-to-end.

    Explore MoreDownload the one-pager

    Book your demo today.