Validis
Extracts and standardises general ledger data from accounting systems for auditors and lenders.
- Category
- Finance & ERP
- Type
- Audit & assurance
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
- Docs
- Validis API docs
02Data
What you can sync.
- Trial balances
- General ledger
- Sales ledger
- Purchase ledger
- Bank transactions
Load Validis trial balances into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other Validis data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Validis uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Validis if you need help.
04How it works
How it works in DataMind.
-
Pick Validis.
Open Lake, pick Validis in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Validis API docs.
-
Answer a few questions.
The AI reads the Validis documentation, then asks which credentials you will use, which data to sync (for example trial balances and general ledger), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Validis data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
