Validis connects directly to your online or desktop accountancy package, using the login credentials you provide, to extract and transmit financial data via a secure internet connection to a central system that normalises the data and presents it in a series of standardised reports to your Client Manager.
Using our push technology, you will initiate and grant access for a brief one-time connection (unless using the scheduled upload functionality) allowing our software to share a “read-only” snapshot of your accounting data, encrypt it, and transmit it to us so we can begin your engagement. Which means:
- Push Technology: One-way connection ("read-only"). This means that it allows your data to be copied, but won't have any effect on your system nor write to it.
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Brief one-time connection: Validis only creates a temporary connection whilst it uploads the data. After the upload, the connection is always closed and data is no longer transmitted to Validis.
- Desktop - The Connect (vClient) software that you downloaded to set up this connection, is automatically removed from your system.
- Online - The connection is closed and no further uploads will take place (unless you have scheduled uploads enabled). You will be able to disconnect or remove the app extension directly from your online accounting package.
- Click here for more information about Validis Security
Validis Connect for desktop requires only Microsoft .NET and a web browser to run – most modern computer systems will be able to run the solution without any further installation or technical support.