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. 

Coverage

On prem · Cloud · Upload

Compliance

SOC 2 · ISO 27001 · GDPR

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
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.

Read more
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
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    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.”

    Read the full story

  • 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.

    Read the full story

  • 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.

    Read the full story

  • 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
    THE STANDARDIZATION ENGINE

    Source data, standardized for what comes next.

    Validis is the data foundation that turns messy accounting data into standardized insights, ready for your teams, tools and AI agents.

    DATA INPUT

    DATA OUTPUT

    Cloud ERPs
    On-prem ERPs
    Upload reports from any ERP
    General ledger
    Trial balance
    Accounts payable
    Accounts receivable
    Subledgers
    Transaction-level detail
    Validis Portal
    API
    AI Agents
    Integrated ecosystem
    Bank-grade security on every record we touch.

    Encrypted in transit and at rest. Read-only connections. Never used to train AI. Permissioned, traceable and tied back to source.

    SOC 2
    ISO 27001
    GDPR
    Keeping your data safe

    Our information security program is designed to meet or exceed industry standards. We are ISO 27001 and SOC2 Type 2 compliant.

    Get started

    See your client's data, live in Validis.

    Trusted by industry leaders to get financial data

      • "We’re more relevant to our clients and we can actually be helpful in decision making instead of just doing the compliance work."

        Matt Sutorius​, Clark Nuber
      • http://Image%20of%20Nick%20Parrett%20of%20ABN%20Amro

        "Validis is the industry standard for business financial data – we’re proud that > 90% of our customers use Validis."

        http://Image%20of%20Nick%20Parrett%20of%20ABN%20Amro
        Nick Parrett, ABN Amro

      • "Beyond just time savings, Validis is helping us by strengthening our analytics capabilities. The dashboards provide valuable preliminary analytics that serve as powerful test checks against other audit procedures, enhancing engagement quality."

        Jennifer Chowhan, Millard, Rouse & Rousebrugh LLP

      • “Feedback has been very positive from our relationship team and clients and, most importantly, the data we are presented with can be trusted.”

        John Oliver, BarclaysLearn More
      • http://Image%20of%20Liam%20Te-Wierik%20from%20Grant%20Thornton%20Australia

        “We have 100% of the clients' data so we can move away from sampling, which was always an industry bugbear.”

        http://Image%20of%20Liam%20Te-Wierik%20from%20Grant%20Thornton%20Australia
        Liam Te-Wierik, Grant Thornton

      • "The Validis solution supports our digital agenda and increases the service we can provide to our customers with rapid decisioning and deeper insights."

        Jonathan Holman, Santander
      • http://Image%20of%20Satpal%20Nagpal%20from%20GHJ

        “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.”

        http://Image%20of%20Satpal%20Nagpal%20from%20GHJ
        Satpal Nagpal, GHJLearn More
      • http://Image%20of%20Jim%20Bourke%20from%20Withum

        "Absolutely amazing concept and technology... Validis will totally change the way you do auditing forever."

        http://Image%20of%20Jim%20Bourke%20from%20Withum
        Jim Bourke, WithumLearn More

      • "The integration between Validis and Caseware/OnPoint DAS has streamlined our audit process considerably. The hours saved frees up significant time for actual audit work. Our busy season is now significantly smoother."

        Andrew O'Donnell, Citrin Cooperman

      • 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.

        James Binns, BarclaysLearn More

      • 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.

        Lori Warden, CGMALearn More

      • 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.

        Zhong Ang, Grant ThorntonLearn More