Validis

What if every new audit engagement started with a clean, standardized data set regardless of which accounting system the client runs? Validis connects to 100-plus accounting platforms and pulls general ledger and financial statement data in a consistent, audit-ready format for mid-sized audit and advisory firms. 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, standardized format regardless of which system the client uses.

That standardized 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.