Validis

At the start of every audit engagement, someone has to get reliable financial data out of the client's accounting system. Validis handles that step. It connects to over 100 accounting platforms, including Xero, Sage, Oracle, QuickBooks, and Epicor, through direct API links and extracts the general ledger and financial statements in a consistent, standardised format regardless of which system the client uses.

That standardised output flows directly into audit tools. There is a documented connection to CaseWare's OnPoint DAS. Validis also surfaces preliminary audit checks and dashboard analytics alongside the raw data, so firms can begin risk identification before fieldwork starts.

The same extraction capability is used by commercial lenders for credit decisions and by M&A advisors during due diligence, so it has some crossover into advisory services.

Users include Big Four firms, Grant Thornton, Withum, and mid-market audit practices. Lenders including Barclays and Santander use it for credit assessment, which indicates the platform handles regulated, high-stakes data work.

Pricing is not published. There is no free trial listed. Deployment is cloud-based. Validis operates primarily in the UK and US but serves clients globally.

Validis suits mid-sized audit firms with a recurring client base spread across multiple accounting platforms, where eliminating the manual data-gathering phase at the start of each engagement would save meaningful time.