Audit & Assurance

Audit-ready data, from the first connection.

For Audit teams who are fed up spending days cleaning Excel reports.

Complete GL, TB, AR and AP data extracted from any accounting system. Standardized for AI workflows.

Scope

On-prem & cloud packages

Coverage

100+ Accounting Systems

Compliance

SOC 2 · ISO 27001 · Audit trail

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Why audit teams choose Validis

Less chasing. More testing. Cleaner files.

The same data layer that powers your team’s workflows also powers the AI you use today: Copilot, ChatGPT, Claude and internal LLMs.

 

Stop chasing the data

Audit teams save 8+ hours per engagement with Validis. We automate the entire client data extraction and standardization step. One client connection delivers GL, TB, AR and AP. Testing starts the moment the data lands.

  • One link replaces email chains and portal back-and-forth
  • Audit-ready data from On-Prem and Cloud accounting systems
  • Same standardized audit data model across every client ERP

 

Power your audit AI

AI agents are arriving in audit – and they only work on clean, structured financial data. Validis is that data layer. Plug in your firms own AI, and every agent gets transaction level data.

  • MCP-ready: works with compatible AI tooling
  • Standardized audit data across every client – one prompt away
  • Deterministic analytics run in Validis, not the AI

 

Data you can stand behind

Manual data collection introduces errors – missed adjustments, gaps in data, broken comparatives. Validis pulls data from the ERP, standardizes once, with a full audit trail from extraction to working paper.

  • Versioned snapshots – re-run engagements with the same data
  • Audit trail from ledger entry to working paper for quality review
  • Transaction level extraction – no manual exports or reformatting

 

Workflow

Client data in. Audit-ready data out.

From any accounting or ERP system to a standardised audit file — in minutes, with full lineage.
Direct connection or upload from 100+ ERPs and accounting systems — cloud or on-prem.
A common audit data model — risk-tested ledgers, sampling and exports.
Plugged into the tools your audit teams already work in.

 

DATA INPUT

Direct connection or upload from 100+ ERPs and accounting systems — cloud or on-prem.

Validis

A common audit data model — risk-tested ledgers, sampling and exports

Audit destinations

Plugged into the tools your audit teams already work in.

Cloud ERPs
On-prem ERPs
Upload reports from any ERP
GL · TB · JE extracted
Common audit data model
JE risk filters and sampling
Export to working paper file
CaseWare · MyWorkpapers · Inflo
Analytics and visualisation
Firm-built AI audit assistants
Quality review and inspection
Read-only connections. Encrypted in transit and at rest.

Never used to train AI · permissioned, traceable and tied back to source

SOC 2 Type II
ISO 27001
GDPR

See it in action

Client upload journey

See how easy it is for your clients to share data with Validis — from email invite to upload in under a minute.

 

Drill down to the double entry

Validis standardizes 100% of transactions across the general ledger, trial balance and supporting subledgers.

 

Get started

Spend the hours on judgement, not gathering.

FREQUENTLY ASKED

Frequently asked questions about audit data automation.

  • What is audit data extraction?

    Audit data extraction is the process of pulling general ledger, trial balance, journal entry and subledger data directly from a client's accounting system, ready for audit testing. Validis automates this step entirely — connecting to 100+ accounting systems and delivering standardized, audit-ready data in minutes.

  • What accounting systems does Validis support for audit?

    Validis connects to any accounting system including QuickBooks, Sage (50, 100, 200, Intacct), NetSuite, Xero, Microsoft Dynamics (365, GP, NAV, BC), SAP Business One, Workday and Oracle — cloud and on-premise. Where a client runs a system without a direct connector, an upload-and-share workflow covers the gap, so every engagement is covered. Connect once, then refresh on demand or on a schedule — no manual export and re-import each period.

  • Can AI agents access Validis data directly?

    Yes. Validis is headless. Your AI agents can query standardized client financial data through our API or MCP server, in real time, with no human in the loop to retrieve it. Access is permissioned and read-only at the point of extraction, and every query traces back to an approved connection. Validis is the data layer those agents run on. We fuel the agents. We don't build them.

  • Where is Validis data hosted?

    Validis offers regional hosting to meet data-residency requirements for enterprise audit firms. Data is encrypted in transit and at rest, held under read-only connections, and deleted on a defined retention schedule. Your data stays your data — it is never used to train AI models.

  • Is Validis SOC 2 and ISO 27001 compliant?

    Yes. Validis is SOC 2 Type II audited and ISO 27001 certified. Data is encrypted in transit and at rest, accessed under read-only connections, and never used to train AI models. Every extraction is logged with full provenance from source system to delivery.

Book your demo today.