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Description

No matter if you run a small business or engage in personal projects, you can streamline your banking experience with Aurelia by integrating your accounts seamlessly. Choose from a variety of plugins designed to assist with tasks such as tax preparation, quicker payments, financial monitoring, or even creating custom workflows tailored to your needs. Initiating the process is simple and can be accomplished in three easy steps; just select your preferred connections and start the automation journey. Many businesses report difficulties in tracking their financial status across multiple bank accounts, accounting systems, and various tools, which can often lead to confusion. With Aurelia’s user-friendly integrations, you can access real-time financial data from any bank or invoicing software, all consolidated in one convenient location. Our intelligent reconciliation feature ensures that everything is accurately aligned, allowing you to concentrate on expanding your business instead of getting bogged down by tedious manual updates. You shouldn’t be forced to share sensitive passwords or pay exorbitant fees for team functionalities that may not even be available. That’s why we created Aurelia, empowering you to grant secure access to your financial information while maintaining control and privacy. With Aurelia, managing your finances becomes not just easier, but also more secure and efficient.

Description

Validis are transforming how global banks, lenders and accounting firms get data from their commercial clients. Validis connects to every major accounting system enabling fast and simple access to fully standardised accounting data in real-time. Collect, format and interpret your customers’ financials in real-time with the Validis API. Enhance your digital lending journey, improve speed of decision and gain greater insights to portfolio performance. Industry-leading dashboards provide invaluable insight. Flag potential fraud, monitor portfolio health and covenants, conduct spreading and more. Deep insights and smarter risk-based decision making. Validis replaces the need for manually collecting and consolidating data for lending, risk management and audit purposes.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

MYOB AccountRight No 
Microsoft Dynamics GP No 
Monese Yes 
Monzo Business Yes 
N26 Yes 
QuickBooks Accountants No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Revolut Yes 
Stripe Yes 
Wise Yes 
Xero No 
Yardi Advanced Budgeting & Forecasting No 

Integrations

MYOB AccountRight Yes 
Microsoft Dynamics GP Yes 
Monese No 
Monzo Business No 
N26 No 
QuickBooks Accountants Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Revolut No 
Stripe No 
Wise No 
Xero Yes 
Yardi Advanced Budgeting & Forecasting Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Aurelia

Founded

2021

Website

aurelia.com

Vendor Details

Company Name

Validis

Founded

2013

Country

London, UK

Website

validis.com

Product Features

Product Features

Banking

ATM Management No 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management Yes 
Securities Management No 
Transaction Monitoring Yes 

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Financial Risk Management

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

Loan Origination

Amortization Schedule No 
Audit Trail Yes 
Closing Documents No 
Compliance Management Yes 
Customer Database No 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing Yes 
Online Application No 

Risk Management

Alerts/Notifications Yes 
Auditing Yes 
Business Process Control Yes 
Compliance Management Yes 
Corrective Actions (CAPA) Yes 
Dashboard Yes 
Exceptions Management No 
IT Risk Management Yes 
Internal Controls Management Yes 
Legal Risk Management No 
Mobile Access No 
Operational Risk Management Yes 
Predictive Analytics Yes 
Reputation Risk Management No 
Response Management No 
Risk Assessment Yes 

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