Validis

Spec sheet

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.Read 9 Oct 2026 · validis.com

Integrations

Validis offers API and MCP integrations, and its site names Claude, ChatGPT, Copilot and Excel as compatible AI tools.Read 9 Oct 2026 · validis.com

Headquarters

London, United KingdomRead 28 Sep 2026 · validis.com

Founded

2016Read 28 Sep 2026 · validis.com

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.Read 9 Oct 2026 · validis.com

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.Read 9 Oct 2026 · validis.com

Audit

For audit teams, Validis provides general ledger, trial balance, accounts receivable and accounts payable data from accounting systems in a standardized format.Read 9 Oct 2026 · validis.com

Audit trail

Validis describes a full audit trail and provenance from source system through extraction and delivery.Read 9 Oct 2026 · validis.com

Company history

Validis says it was born in 2016, after its founders began as accountants seeking a faster way to obtain client data.Read 9 Oct 2026 · validis.com

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.Read 9 Oct 2026 · validis.com

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.Read 9 Oct 2026 · validis.com

Refreshes

For commercial lending, borrower data refreshes can be scheduled daily, weekly or monthly, or triggered on demand.Read 9 Oct 2026 · validis.com

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.Read 9 Oct 2026 · validis.com

Security certifications

Validis says it is SOC 2 Type II audited and ISO 27001 certified, and supports GDPR requirements.Read 9 Oct 2026 · validis.com

Who it serves

Validis says it works with auditors, accounting firms, financial institutions, insurers and fintechs that need standardized customer accounting data.Read 9 Oct 2026 · validis.com

Plans and prices

Every Validis plan and price →

Where Specifiction places it

• Accounting APIs#27 of 276.8