In practice · MCP
Every client’s data looks different. Ours doesn’t.
We pull data from any ERP and standardize it into one common data model. With Validis, the workflows and AI your firm has already built can run on clean, trusted data.
Validis MCP is the standard. A single, read-only AI connector that brings standardized financial data into Claude, ChatGPT, Copilot, Excel, and any compatible AI tool, with one sign-in.
The standard
One way in, for every AI tool your team uses.
Validis MCP isn’t another connector. It’s the standard for putting trusted financial data into AI workflows. Built on a public protocol, so any compatible AI tool can plug in without bespoke integration.
Sign in once. Your AI tool can now read engagement data and run analytics through Validis. Answers come back in seconds, with a full audit trail. Same data, same governance, same user-permissioning – whether your team uses Validis through the portal, the API, or their AI tool.
The AI stays where your team already works. Validis stays the single source of truth for the data underneath.
Day-one
What firms actually run on MCP from day one.
These are real jobs running on Validis MCP today, drawn from how firms use it. Your chosen LLM handles the language; Validis handles the math underneath, with over 100 deterministic analytical tools, standardized at engagement level.
- AR review files in minutes. AI agents pull AR data through the MCP, run Validis’s deterministic AR tests, and produce a review file ready for the audit team. The work that used to start with a data chase starts with the file already drafted.
- AR aging on demand. Standard aging analysis runs inside Validis, so the numbers don’t drift between sessions. The AI surfaces what matters; the math stays consistent.
- Working-capital analysis. Ratios, trends, and red flags pulled directly from source-system data or reports, on demand, at engagement level. No spreadsheet rebuilds between reviews.
- Control breakdown identification. The AI scans the underlying dataset for the patterns Validis’s deterministic tests flag, control gaps, segregation issues, unusual entries and brings them up for review.
- Charts and analysis from engagement data. Ask for twenty charts on an engagement; the AI builds them directly from the engagement data through the MCP. No exports, no reformatting, no copy-paste.
Built for regulated work
Audit trail you can hand to your security team.
What it gives your AI
What the standard delivers, out of the box.
Validis MCP arrives with the capabilities your AI needs to do real financial work from day one, not after a build phase.
Deterministic analytics
Over 100 deterministic analytical tools: Altman Z, Benford’s Law, ledger integrity, fraud indicators, working capital, financial ratios, and more. The math runs in Validis, so the answers don’t drift.
Flexible query
Ad-hoc data discovery for the questions the analytics don’t cover. Your AI asks; Validis answers from the standardized dataset.
Transaction-level depth
AI agents can drill into GL, AR, AP, and sub-ledger transactions directly, not just summaries.
Cloud or on-premise — the AI doesn't care
Validis MCP works whether your clients run in the cloud or on-premise. Your AI doesn’t need a cloud-only client to be useful.
Bring your own model
Custom agents and proprietary models connect using the same standard. Same data, same governance, same audit trail.
Built to a public standard
Any MCP-compatible AI tool can plug in. No vendor lock-in on either side. The tool your team picks today doesn’t have to be the tool they pick in two years.
“The integration between Validis and our audit process has streamlined things considerably. The hours saved frees up significant time for actual audit work. Our busy season is now significantly smoother.”
Andrew O'Donnell · Citrin Cooperman
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