VALIDIS - AI-READY DATA FOR AUDIT, LENDING AND ADVISORY

Trusted financial data.

Fueling the next generation of AI workflows.

Transaction-level accounting data, extracted and standardized – delivered via our portal, API or MCP Server.

The financial data layer that connects real-time accounting data to your teams, platforms and AI agents.

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Coverage

On prem · Cloud · Upload

Compliance

SOC 2 · ISO 27001 · GDPR

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The data foundation

Built for the teams and AI agents that run on financial data.

From audit to lending, dealmaking to monitoring, Validis extracts and standardizes client financial data from any accounting system. The same trusted source that powers your workflows also fuels your AI – CoPilot, ChatGPT, Claude or Internal LLMs.

Audit

GL & TB drill-down. Saving 8+ hours per audit

Audit data, ready for testing

Commercial Lending

Originate faster. Monitor covenants from source data. See the whole book in one view.

Lending data on demand

Specialist Lending

Live borrowing-base, collateral monitoring, ineligibles surfaced before they bite.

ABL portfolio data

Financial Due Diligence & M&A

Standardized financial data directly to your deal room. One-click mid-deal refreshes.

QoE-ready data

Get started

See your client's data, live in Validis.

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Security & governance

We connect to 100s of major accounting platforms

About Validis

The financial data infrastructure for audit, lending and advisory.

Validis sits beneath the audit tools, lending platforms and AI workflows your firm already uses – providing the clean, structured financial data those systems need to work properly.

About

Who we are.

The team, the mission and why we built the financial data layer behind audit, lending and advisory work.

Our story

In practice

Using the data for AI.

AI-ready financial data for the AI tools your firm already uses – Copilot, ChatGPT, Claude and beyond.

Resources

Case studies.

How Grant Thornton, Barclays, GHJ and ATA built faster, smarter workflows on Validis data.

See the stories

Blog

Insights and ideas.

Playbooks, product news and perspectives on the future of financial data work.

Read the blog

Trusted by the teams who depend on data

How leading firms turn client financial data into faster, smarter workflows.

Audit & Assurance
40% reduction in PBC request list
100% consistent data across clients
8 hrs saved per engagement

Satpal Nagpal
Audit Practice Leader, GHJ
“The benefits of being able to get a lot of the information directly from the clients’ general ledger system has been huge for both the auditor and the client.”
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Commercial Lending
75% reduction in workload
52% cost saving
92% customer adoption

James Binns
Global Head of Trade & Working Capital, Barclays
By automating data collection and standardization, we can not only deliver faster decisions and better service, but also offer client-focused working capital funding projects at scale — while still meeting our credit assessment standards.
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Audit & Assurance
90% reduction in time to audit-ready data
47% improvement in realization
12 Days from kick-off to first upload

Lori Warden
CPA, CGMA
Validis empowered ATA to shift from a checklist-driven approach to a truly risk-based methodology, enabling our auditors to prioritize high-risk areas and deliver more targeted, value-adding audits.
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Audit & Assurance
75% saved on manual tasks
+1 tier increased focus on audit quality
Higher client satisfaction

Zhong Ang
Senior Data Analyst, Grant Thornton
The time saved from processing and formatting the data can now be spent on other aspects of the Audit, saving time and headaches overall. The data coming from the client can be trusted to be at an exact point in time.
Read the full story