Your AI tools can now query standardized financial data, read-only, directly from live engagements. Validis MCP doesn’t stop at connecting the data.
Here’s what that looks like in practice.
- Finding the engagement: your AI assistant looks up the client by name and confirms which datasets, GL, AR, AP, Trial Balance, are ready to query, before it tries to answer anything
- Preparing the data: a status check and a refresh, so the assistant works from current data rather than a stale cache, without you needing to know that step exists
- Standard working papers: the tables your team already exports to Excel, monthly trial balance, P&L, balance sheet, AR/AP aging, returned directly, on request, in a chat
- Pre-built analytics: ready-made analyses covering financial ratios, working capital, ledger integrity, revenue quality, and fraud indicators, the kind of first-look review that used to take an afternoon of spreadsheet work
- Bounded custom questions: a fenced custom query and a reproducible transaction sample for the one-off question no standard report covers, so even the ad hoc answers stay checkable
None of this changes where the numbers come from. The AI narrates. Validis calculates. Every answer comes back with the figures behind it.
What that looks like: audit
- “Run a risk assessment on this engagement.”
- “Journal entry testing over materiality.”
- “Give me a reproducible sample for ISA 530.”
What that looks like: lending
- “How has working capital moved month by month this year?”
- “AR aging as of month end, and which customers hold the largest 90+ day balances.”
- “Reconcile EBITDA to cash and list EBITDA normalization candidates.”
Existing customer? Talk to your Account Manager about connecting your team.
