Desktop accounting packages
If you are using a desktop accounting package, you must install the vClient application for the data extraction to take place.
For desktop packages:
- The accounting software is installed locally on a computer
- Data extraction runs from that machine
- The vClient application is required to securely extract and share data with Validis
Please note:
Once the upload has completed successfully, the vClient application will automatically uninstall from the machine.
Once the upload has completed successfully, the vClient application will automatically uninstall from the machine.
Cloud‑based accounting packages
If you are using a cloud‑based accounting package, you do not need to install the vClient application.
For cloud‑based packages:
- Validis connects directly to the accounting package server
- No local software download or installation is required
- Data is shared using a direct cloud connector
Key Points to Remember
- ✅ Desktop packages → vClient must be installed (auto‑uninstalls after upload)
- ✅ Cloud‑based packages → vClient not required
- ✅ The requirement depends on how the accounting package is hosted, not the reconciliation itself