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What is planEASe?

Deliver swiftly, implement necessary adjustments, and then deliver again—efficiently. Analyzing data frequently entails achieving a mutual understanding of foundational assumptions with clients and investors. With planEASe, launching a property analysis website can be accomplished in just seconds after completing your analysis. Furthermore, in conjunction with the website or as an alternative, you can produce report packages that facilitate the creation of customized presentations suitable for archiving. Essentially, planEASe serves as a core product that includes six optional extensions for added functionality. The base planEASe is required in your initial purchase, while you have the option to choose any of the available extensions or forgo them entirely. You can access additional information and videos about the products by clicking on any 'View' links provided in the table. In addition, planEASe can be upgraded to produce monthly and quarterly cash flow reports, in addition to the standard annual reports. It is also capable of forecasting Unit Sales developments, which encompass Subdivisions, Land Development, Condo Conversions, and Marina Slips, offering a comprehensive suite of tools tailored to meet your analytical requirements. This adaptability renders planEASe an essential resource for anyone involved in property analysis, ensuring that you have the necessary tools at your disposal.

What is Validis?

Validis is revolutionizing the way banks, lenders, and accounting firms access data from their commercial clients on a global scale. By integrating with all major accounting systems, Validis allows for rapid and straightforward retrieval of fully standardized accounting information in real-time. With the Validis API, you can gather, format, and analyze your clients' financial data seamlessly and instantly. This enhances your digital lending processes, accelerates decision-making, and provides deeper insights into portfolio performance. Their state-of-the-art dashboards offer critical insights, helping to identify potential fraud, track portfolio health and covenants, and perform financial spreading, among other functions. By enabling more profound insights and facilitating smarter, risk-based decisions, Validis eliminates the need for the cumbersome manual process of data collection and consolidation required for lending, risk management, and auditing. This innovation significantly streamlines operations and enhances overall efficiency.

Media

Media

Integrations Supported

MYOB AccountRight
Microsoft Dynamics GP
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Xero
Yardi Advanced Budgeting & Forecasting

Integrations Supported

MYOB AccountRight
Microsoft Dynamics GP
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Xero
Yardi Advanced Budgeting & Forecasting

API Availability

Has API

API Availability

Has API

Pricing Information

$45 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

planEASe

Company Website

www.planease.com

Company Facts

Organization Name

Validis

Date Founded

2013

Company Location

London, UK

Company Website

validis.com

Categories and Features

Financial Risk Management

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

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Financial Risk Management

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

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Risk Management

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment

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