Exciting News for T.R.U.S.T. Users: Seamless A/R Data Integration with Validis!

We’re always looking for ways to improve efficiency for our T.R.U.S.T. users, and our latest partnership with Validis is a game-changer. Through this integration, it is now possible to automate the feed of A/R aging data directly into T.R.U.S.T.—no more manual file downloads or email submissions!

This automated A/R aging data feed significantly reduces your workload, ensures real-time tracking, and maximizes coverage monitoring without any manual effort. Changes in your A/R are now seamlessly passed through to T.R.U.S.T. via a secure data feed, allowing for more accurate credit risk assessments and proactive policy management.

This enhancement strengthens your ability to stay on top of credit risk and insurance policies effortlessly, making T.R.U.S.T. an even more powerful tool for policyholders, brokers, and lenders.

Want to learn more about activating this integration for your business? Reach out to your Customer Success Manager today!

More information about Validis – We Get Financial Data.

We work with accounting firms and financial institutions to seamlessly connect them to their clients’ accounting packages. Our platform extracts and standardizes live accounting data, transforming it into analysis-ready formats for audits, M&A, and complex corporate lending. This empowers our client firms to access transaction-level General Ledger and Accounts Receivables/Payables data in minutes.

Ultimately making smarter, data-driven decisions – faster.

Clients can connect directly to every major accounting package on the market through our intelligent, purpose-built portal or API. This is why over 100 firms globally trust Validis, allowing their teams to shift from data chasing and compliance tasks to higher-value activities. This shift significantly improves the customer experience and boosts team job satisfaction.

To learn more about Validis, visit: https://www.validis.com/