Does Validis train AI on customer data?

Validis's published policy says customer data is not used to train AI models. Validis says customer data is never used to train AI. Its security page adds that no customer data is used to train external models and that this commitment is written into the contract.

Does Validis have SOC 2?

Validis states that it holds a SOC 2 Type II report.

Which accounting systems does Validis integrate with?

Validis documents integrations with QuickBooks Online, Xero, NetSuite, Sage Intacct and Microsoft Dynamics.

How much does Validis cost?

Validis does not publish prices; pricing is by quote.

What are alternatives to Validis?

Other audit tools in this directory include Caseware, CoCounsel Audit & Accounting, DataSnipper, Fieldguide and Inflo.

Validis

Validis connects to a business's accounting system, extracts general ledger, trial balance, receivables and payables data, and standardizes it into a common model. Audit firms, commercial and specialist lenders and due diligence teams receive the data through a portal, an API or an MCP connector that feeds it into AI assistants.

Last verified October 14, 2026. Vendor site: validis.com (opens in a new tab)

What the AI does

Validis MCP: a read-only, audit-logged connector that brings standardized ledger data into Claude, ChatGPT, Copilot, Excel and other MCP-compatible tools
API access so firms' own AI agents and internal LLMs can pull transaction-level GL, TB, AR and AP data
More than 100 analytical tools (for example AR aging and working-capital analysis) that AI agents can call, with the calculations run inside Validis rather than by the AI
Standardizes every transaction across the GL, TB and subledgers into a common audit data model for journal testing and sampling

Summarized from validis.com.

Facts, checked against the source

Category: AuditSource: validis.com (opens in a new tab)
Built for: CPA firms, EnterpriseSource: validis.com (opens in a new tab)
Ledger integrations: QuickBooks Online, Xero, NetSuite, Sage Intacct, Microsoft DynamicsAlso documents: SAP Business One, Workday, Oracle, Epicor, Caseware, DataSnipper, Thomson Reuters AI Analyze, nCino.Source: validis.com (opens in a new tab)
Pricing: Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
Free plan: UnconfirmedPricing is not public or does not say.
SOC 2: Type IISource: validis.com (opens in a new tab)
Trains on customer data: NoValidis says customer data is never used to train AI. Its security page adds that no customer data is used to train external models and that this commitment is written into the contract.Source: validis.com (opens in a new tab)
Human review: UnconfirmedValidis says it supplies data to AI agents but doesn't build them, and that its analytics are deterministic rather than AI-generated; it publishes no human-review model because it doesn't produce AI judgments itself.
Company: Founded 2016, based in London, UKSource: validis.com (opens in a new tab)
Funding: Unconfirmed

Checked against the linked official source on the date shown.
Unconfirmed: we could not find an official statement.

Sources

Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

No changes logged since this listing was published. Changes and corrections are recorded in the changelog.

Validis questions

Does Validis train AI on customer data?: Validis's published policy says customer data is not used to train AI models. Validis says customer data is never used to train AI. Its security page adds that no customer data is used to train external models and that this commitment is written into the contract.
Does Validis have SOC 2?: Validis states that it holds a SOC 2 Type II report.
Which accounting systems does Validis integrate with?: Validis documents integrations with QuickBooks Online, Xero, NetSuite, Sage Intacct and Microsoft Dynamics.
How much does Validis cost?: Validis does not publish prices; pricing is by quote.
What are alternatives to Validis?: Other audit tools in this directory include Caseware, CoCounsel Audit & Accounting, DataSnipper, Fieldguide and Inflo.