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On the recordRead 9 Oct 202615 facts
Validis
London, United Kingdom
Plans and prices
Validis
Priced on request
Pricing by demo/contact request; no public price shown
Read 9 Oct 2026 · validis.com
On the record
- Accounting coverage
- Validis says it connects to more than 100 accounting systems and supports cloud and on-premise systems, with upload workflows for systems without a direct connector.validis.com · read 9 Oct 2026
- AI access
- Validis says AI agents can query standardized client financial data through its API or MCP server, with permissioned read-only access and traceable queries.validis.com · read 9 Oct 2026
- Audit
- For audit teams, Validis provides general ledger, trial balance, accounts receivable and accounts payable data from accounting systems in a standardized format.validis.com · read 9 Oct 2026
- Audit trail
- Validis describes a full audit trail and provenance from source system through extraction and delivery.validis.com · read 9 Oct 2026
- Company history
- Validis says it was born in 2016, after its founders began as accountants seeking a faster way to obtain client data.validis.com · read 9 Oct 2026
- Data handling
- Validis says connections are read-only, data is encrypted in transit and at rest, and customer data is never used to train AI models.validis.com · read 9 Oct 2026
- Integrations
- Validis offers API and MCP integrations, and its site names Claude, ChatGPT, Copilot and Excel as compatible AI tools.validis.com · read 9 Oct 2026
- Lending
- For commercial lenders, Validis provides borrower balance sheet, general ledger, profit and loss, accounts receivable and accounts payable data for lending workflows, covenant monitoring and portfolio review.validis.com · read 9 Oct 2026
- Refreshes
- For commercial lending, borrower data refreshes can be scheduled daily, weekly or monthly, or triggered on demand.validis.com · read 9 Oct 2026
- Regional hosting
- Validis says Azure hosting is available in the customer’s selected region, including the US and EU, with additional regions available on request.validis.com · read 9 Oct 2026
- Security certifications
- Validis says it is SOC 2 Type II audited and ISO 27001 certified, and supports GDPR requirements.validis.com · read 9 Oct 2026
- What it does
- Validis extracts and standardizes transaction-level accounting data for audit, lending and advisory workflows, and delivers it through its portal, API or MCP server.validis.com · read 9 Oct 2026
- Who it serves
- Validis says it works with auditors, accounting firms, financial institutions, insurers and fintechs that need standardized customer accounting data.validis.com · read 9 Oct 2026
