How Validis Powers Agentic AI with Fieldguide

Validis delivers standardized financial data directly from accounting systems. Fieldguide puts that data to work across every stage of the engagement.

The Problem

Audit and CAS teams spend too much time preparing client data before the real work begins. Financial statements arrive in inconsistent formats. Reconciliations need to be rebuilt. By the time the engagement can start, the window for early analysis has already narrowed.

The Solution

Validis standardizes financial data directly from accounting systems. Fieldguide runs the engagement. Together, they remove every manual step between client data and completed work.

Here’s How It Works

Validis connects directly to leading accounting platforms including QuickBooks, Sage, Xero, Microsoft Dynamics, and NetSuite. It extracts, standardizes, and delivers structured financial data ready for analysis. That data flows into Fieldguide, where audit and advisory teams run engagements from planning through reporting in a single AI-native platform.

Two Platforms. One Complete Workflow.

Validis handles the data layer.

Validis connects directly to the client’s accounting system. It extracts, standardizes, and delivers structured financial data – trial balances, AR aging, subledgers, and schedules, without manual exports or reformatting. A Quality Score flags data inconsistencies before the engagement begins.

Connects directly to leading accounting platforms including QuickBooks, Sage, Xero, Microsoft Dynamics, NetSuite and many other ERP systems

Standardized financials flow into Fieldguide without manual handling

The same process works across audit, CAS, and outsourced accounting engagements

Fieldguide runs the engagement.

A single AI-native platform manages the engagement from client requests, including ERP data requests, through to final report

Purpose-built AI agents automate document review, evidence matching, and workpaper preparation

Purpose-built AI is embedded into every workflow so teams can focus on quality, client value, and intelligent insights

Fieldguide is the first AI platform for audit and advisory to achieve AIUC-1 certification, providing independent verification of security, safety, and reliability for CPA engagement environments

Bottom Line

Validis solves the data preparation problem. Fieldguide solves the engagement execution problem.

Together, they give audit and CAS teams a complete path from client accounting system to finished engagement, with no manual data handling in between.