Validis
The facts below are what the maker publishes about Validis, checked and dated. Our editors have not written about it yet.
Plans and prices
From Validis's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Validis | Priced on request | Pricing by demo/contact request; no public price shown |
The facts
Each one read from Validis's own pages, with the date it was checked.
What it does
- 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.checked 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.checked 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.checked 9 Oct 2026
- Audit trail
- Validis describes a full audit trail and provenance from source system through extraction and delivery.checked 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.checked 9 Oct 2026
- Integrations
- Validis offers API and MCP integrations, and its site names Claude, ChatGPT, Copilot and Excel as compatible AI tools.checked 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.checked 9 Oct 2026
- Refreshes
- For commercial lending, borrower data refreshes can be scheduled daily, weekly or monthly, or triggered on demand.checked 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.checked 9 Oct 2026
- Security certifications
- Validis says it is SOC 2 Type II audited and ISO 27001 certified, and supports GDPR requirements.checked 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.checked 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.checked 9 Oct 2026
The company
- Company history
- Validis says it was born in 2016, after its founders began as accountants seeking a faster way to obtain client data.checked 9 Oct 2026
- Founded
- 2016checked 28 Sep 2026
- Headquarters
- London, United Kingdomchecked 28 Sep 2026
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