Validis (CA)
Connects ChatGPT to standardised ledger data pulled from a company's accounting system, with built-in financial analytics.
What Validis (CA) can do in ChatGPT
Standardised ledger data and financial checks.
Engagement Search
Find and select the company engagement to review.
Ledger Data
Pull GL, AR, AP and trial balance in one format.
Aging Reports
See how long receivables and payables have been open.
Financial Ratios
Work out ratios, working capital and revenue quality.
Fraud Indicators
Check ledger integrity and flag possible fraud signs.
You stay in control
You approve access, and you can disconnect Validis (CA) at any time.
Apps 1
What Validis (CA) does in ChatGPT
The Validis (CA) plugin connects ChatGPT to transaction-level accounting data taken from a company's own ledgers. You search and pick an engagement, then pull its general ledger, accounts receivable, accounts payable and trial balance in one consistent format, whatever accounting system the company uses.
Built-in analytics cover financial ratios, aging of receivables and payables, working capital, revenue quality, ledger integrity and signs of possible fraud. You can also query the underlying data directly when the ready-made checks are not enough, for example to look at specific accounts or transactions.
It is meant for lenders, auditors and finance teams who need quick and reliable access to a company's numbers inside their AI tools. The listing has no sample prompts, so the examples on this page follow its description of the tools rather than wording from the developer.
Who it is for
- Commercial lenders reviewing borrowers
- Auditors testing client ledgers
- Finance teams analysing company data
How to add Validis (CA) to ChatGPT
- Open the Validis (CA) listing in ChatGPT ↗.
- Click Install plugin.
- Sign in to your Validis (CA) account when asked and approve the access it requests.
- Start a chat and ask for what you need, mentioning Validis (CA) if ChatGPT does not pick it up.
- To stop, disconnect Validis (CA) under apps in your ChatGPT settings.
Questions about Validis (CA)
What is the Validis (CA) ChatGPT plugin?
The Validis (CA) plugin connects ChatGPT to transaction-level accounting data taken from a company's own ledgers. You search and pick an engagement, then pull its general ledger, accounts receivable, accounts payable and trial balance in one consistent format, whatever accounting system the company uses. It is listed in ChatGPT's plugin marketplace under Finance.
What can I ask Validis (CA) to do in ChatGPT?
For example: "Find the engagement for Maple Leaf Manufacturing", "Show the accounts receivable aging for this engagement", "Calculate the main financial ratios from the trial balance".
Who makes the Validis (CA) plugin for ChatGPT?
The ChatGPT listing names Validis Group Holdings Limited as the developer. The version listed on 8 October 2026 was 1.0.0.
How do I add Validis (CA) to ChatGPT?
Open the Validis (CA) listing in ChatGPT, click Install plugin, sign in to your Validis (CA) account and approve the access it asks for. Then ask for what you need in a chat, mentioning Validis (CA) if ChatGPT does not pick it up.
Can Validis (CA) change things in my account, or only read?
It reads general ledger, receivables, payables and trial balance data for the engagements you select in Validis and runs analytics on them.
Who is the Validis (CA) plugin for?
Commercial lenders reviewing borrowers, auditors testing client ledgers and finance teams analysing company data.
Does Validis work with any accounting system?
The listing says data comes in one consistent schema regardless of the underlying accounting system.
What analytics are built in?
Financial ratios, AR and AP aging, working capital, revenue quality, ledger integrity and fraud indicators.
Does Validis (CA) see my ChatGPT chats?
When Validis (CA) is connected, ChatGPT may share the parts of your chats and memories that matter for a request with Validis (CA). What Validis (CA) does with that data falls under its own terms and privacy policy. ChatGPT keeps your training-data settings, and you can disconnect at any time.
How do I disconnect Validis (CA) from ChatGPT?
Open your ChatGPT settings, go to apps, and disconnect Validis (CA). You can reconnect later from the listing.
What are alternatives to Validis (CA) in ChatGPT?
Similar plugins in the ChatGPT marketplace include Validis (US), Validis (UK) and FactSet AI-Ready Data. Each has its own page in this directory.
Privacy and your data
When Validis (CA) is connected, ChatGPT may share the parts of your chats and memories that matter for a request with Validis (CA). What Validis (CA) then does with that data falls under its own terms and privacy policy, not only OpenAI's. ChatGPT keeps your training-data settings for data that comes from connected apps, and you can disconnect at any time.
Validis (CA) privacy policy ↗Validis (CA) terms ↗OpenAI: apps in ChatGPT ↗