Data library
Accounting and finance data for AI.
Quick answer
Accounting and finance data captures how transactions are categorized, reconciled, reviewed and reported. It is valuable for bookkeeping, audit and finance agents.
What's included#
- Transaction categorizations
- Reconciliations and exceptions
- Close checklists
- Audit workpapers
Where it typically lives
How AI developers use it#
- Bookkeeping automation
- Audit agents
- Finance copilots
Preparation and privacy#
- Remove vendor and client names
- Aggregate or mask amounts as agreed
- Respect professional confidentiality
How SourceX approaches it#
Preparation requirements are agreed with you before any work begins, and the approved dataset is delivered only after an executed agreement and your explicit authorization of buyer access.
Industries with this data
Datasets built from this data
Dataset specs AI labs can request through SourceX, sourced to spec from businesses like yours.
- Finance, legal and administrationAccounting and reconciliation workflowsAn accounting dataset is the working history of a company's books: transactions with their general ledger coding and later corrections, bank and card…Structured recordsOffice documents and PDFs
- Documents and knowledgeReal-world spreadsheets and financial modelsA spreadsheet dataset is a collection of real working files, such as budgets, forecasts, financial models and operational trackers, delivered with formulas,…Office documents and PDFsStructured records
- Documents and knowledgeEnterprise document archivesAn enterprise document dataset is an export of the files a company actually works from, such as reports, memos, proposals, policies, PDFs, spreadsheets and…Office documents and PDFsText
- Documents and knowledgeBusiness presentation decksPresentation deck datasets are real slide files, such as proposals, pitches, board updates and training decks, delivered as editable files with layouts,…Office documents and PDFsImagesText
- Documents and knowledgeSOPs, playbooks and internal knowledge basesAn SOP dataset is a collection of a company's written procedures, such as standard operating procedures, checklists, playbooks, runbooks and knowledge-base…TextOffice documents and PDFs
- Documents and knowledgeApproved workplace email and chat exportsA workplace email and chat dataset is a collection of real work conversations from a company's own systems: email threads and chat channels with their reply…TextStructured records
See listings in the data catalog →
- AI lab? Browse Accounting and reconciliation workflows
- AI lab? Browse Real-world spreadsheets and financial models
Typical fields#
- Record ID (pseudonymous)
- Created and closed timestamps
- Category or type
- Request or input text
- Ordered steps or actions
- Outcome or resolution
- Role of each actor (not identity)
Sample record
Illustrative · fictional
- record_id
- rec_8f21c0
- created / closed
- 2023-04-11 → 2023-04-12
- category
- Billing question
- request
- Customer [NAME] asks why invoice [ID] was charged twice.
- steps
- 1. Checked payment log 2. Found duplicate 3. Issued refund
- outcome
- Resolved · refund issued
- actors
- customer, agent_tier1
What buyers look for#
- Complete start-to-finish records
- Consistent fields over years
- Clear, labeled outcomes
- Low duplication
- Work done by skilled professionals
- Edge cases and failures, not only successes
Personal details removed#
- Names
- Email addresses
- Phone numbers
- Postal addresses
- Account, customer and order numbers
- Government IDs
- Payment details
- Health information
- IP addresses and device IDs
- Credentials, keys and hostnames
How buyers test it#
- Sample review by buyer researchers
- Residual personal-data scan
- Duplicate and leakage check against public data
- Label and outcome accuracy spot-check
- Rights and consent documentation review
Rules that may apply
Federal Wiretap Act 18 U.S.C. 2511
Applies to recorded calls and intercepted communications; some states require all-party consent. Assessed deal by deal.
California Consumer Privacy Act Cal. Civ. Code 1798.100 et seq.
May apply where records include personal information of California residents and the business meets the law's thresholds. Assessed deal by deal.
Reviewer note: applicability is confirmed with counsel for each deal. Not legal advice.
All data types · Standard operating procedures · Operations data · Call recordings
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See if your company qualifies
A short company assessment. No data uploads are needed.