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Industry · Accounting

Accounting data licensing for AI.

Quick answer

Accounting firms hold bookkeeping categorizations, tax and audit workpapers, checklists and client Q&A. AI developers building bookkeeping, tax research and audit tools want this data. Client confidentiality and financial privacy require de-identification and careful scoping.

Business context#

Categorization decisions across thousands of client ledgers are a uniquely valuable labeled dataset for financial AI.

  1. 01Your work records
  2. 02Personal details removed
  3. 03You approve the release
  4. 04Licensed to AI developers
How it works with SourceX: Your work records → Personal details removed → You approve the release → Licensed to AI developers.Illustrative

Valuable accounting datasets#

Valuable accounting datasets
DatasetWhat it contains
Transaction categorizationsHow accountants classify entries
WorkpapersTax and audit working files, de-identified
Audit checklistsProcedures and evidence
Client Q&AQuestions and advisor answers
Reconciliation recordsExceptions and fixes

How AI developers use it#

  • Bookkeeping automation
  • Tax research assistants
  • Audit agents
  • Close-management tools

Privacy, legal and security considerations#

  • Client confidentiality and engagement letters
  • Professional standards
  • Financial privacy law

How SourceX approaches it#

We start with a description of your systems — no data leaves your company during assessment. If there's relevant demand, we propose scope, permitted use and preparation requirements for your approval, and nothing is delivered without an executed agreement and your explicit authorization.

Related data categories

Systems that hold this data#

  • QuickBooks
  • Xero
  • NetSuite
  • SAP
  • Confluence
  • Notion
  • SharePoint
  • LMS platforms
  • Google Drive

How much data is enough#

As a general guide, buyers look for years of consistent history (typically 2+ years) and tens of thousands of records or more in one system. Smaller sets can qualify when the work is rare. Assessed deal by deal.

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

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 industries · Customer support · IT managed services · Software development agencies

Frequently asked questions

Is categorization data identifying?

Vendor and client names must be removed or generalized first.

Related resources

See if your company qualifies

A short company assessment. No data uploads are needed.

See if your company qualifies Talk to SourceX
See if your company qualifies