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.
Valuable accounting datasets
| Dataset | What it contains |
|---|---|
| Transaction categorizations | How accountants classify entries |
| Workpapers | Tax and audit working files, de-identified |
| Audit checklists | Procedures and evidence |
| Client Q&A | Questions and advisor answers |
| Reconciliation records | Exceptions 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
Frequently asked questions
- Is categorization data identifying?
- Vendor and client names must be removed or generalized first.
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See if your company qualifies
A short company assessment. No data uploads are needed.