Stronger together

Caseware has integrated Validis to deliver audit-ready data ingestion for audit firms using the Caseware cloud platform. The integration is available in the US, with planned expansion to Canada, UK, Australia, and New Zealand. Audit teams using both platforms receive standardized financial data from Validis directly within their Caseware workflows, reducing time spent on data preparation before analysis begins.

Lendscape has integrated Validis data into its Open Accounting solution. Finance providers using Lendscape can access standardized accounting datasets on demand from borrowers' accounting systems. The integration supports credit decision-making, improves monitoring capabilities, and reduces the manual burden of financial data collection within secured lending workflows.

Thomson Reuters AI Analyze uses standardized financial data from Validis as its input for risk assessment. Validis extracts and standardizes financial data from accounting systems; Thomson Reuters then applies risk scoring and sampling to that clean data within its audit workflow. The two platforms are available separately or together.

Validis pushes on-demand financial data directly into nCino's loan origination and portfolio monitoring system. Standardized accounting data from borrowers' systems is auto-populated into nCino's spreading tool. The integration supports both new business onboarding and ongoing portfolio monitoring via on-demand or scheduled data refresh.

Audit teams using DataSnipper use standardized financial data from Validis as their data source. Validis generates standardized workpapers from client accounting systems. Auditors paste that data directly into DataSnipper templates for cross-referencing and verification, removing manual data entry within the audit workflow.

T.R.U.S.T. ™ is a credit insurance and bad debt protection management platform operated by FGI. Validis integrates with FGI's T.R.U.S.T. platform to provide real-time AR data from borrowers' accounting systems, supporting credit insurance workflows and credit decision-making for asset-based lenders.

Lenvi Riskfactor integrates Validis on-demand accounting data into its risk management platform for factoring and asset-based lending. Lenders using Lenvi Riskfactor can access standardized financial data from borrowers' accounting systems directly within their ABL and factoring monitoring workflows.

Moody's Lending Suite (formerly Numerated) integrates with Validis to supply standardized borrower financial data within its commercial loan origination platform. Validis data supports Moody's Lending Suite's spreading, financial analysis, and credit decisioning workflows, providing lenders with structured accounting data from borrowers' systems.

Validis and Valid8 are technology partners. Valid8 delivers professional-grade financial verification for accountants, auditors, trustees, and receivers.

Validis and Covecta are technology partners. Covecta deploys AI agents that automate financial services workflows including compliance, analysis, and reporting.

Baker Hill integrates Validis within Baker Hill NextGen to automate statement spreading for commercial lenders. Validis delivers standardized financial data from borrowers' accounting systems directly into Baker Hill's loan origination and portfolio risk management workflows.

Abrigo integrates Validis within its Sageworks loan origination system for US financial institutions. Validis enables banks and credit unions to extract GL data from small business borrowers and populate financial statements automatically, removing manual data collection from the lending process.

ABLSoft uses Validis to enable borrowers to share Borrowing Base Certificate data, AR, and financials directly within the ABLSoft platform. The integration supports ABLSoft's Instant Borrowing Base workflow, automating borrowing base calculations from the point a borrower authorizes access to their accounting system.