Validis

Validis is financial data extraction and standardisation, pulling transaction-level AR, AP and general ledger data from a business's accounting system in minutes for audit, lending and AI use. It connects to virtually every major ledger and ERP.

What it does well: it standardises messy client data fast. Audit teams report saving 8-plus hours per engagement by speeding up the prepared-by-client request and receipt process, and lenders use it to onboard faster and monitor covenants automatically. It connects to QuickBooks, Sage, NetSuite, Xero, Dynamics, SAP Business One, Workday and more, cloud or on-premise, with bank-grade security and built-in error and anomaly scanning.

Where it falls short: it is an infrastructure and data tool, not an end-to-end audit platform, so it speeds up data gathering rather than doing the audit. There is a learning curve for those new to data analytics, and pricing is quote-only, pitched at firms and lenders rather than small practices.

Best for: audit firms and lenders that need fast, standardised, transaction-level financial data pulled from many different client systems.

Verdict: a strong, well-integrated data backbone for audit and lending that genuinely cuts the grind of gathering and standardising client data. Treat it as the data layer that feeds your audit work, not a replacement for it, and expect an enterprise-style quote.