Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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