Skip to content

Industries

What AI companies build with accounting firms data

By SourceX Editorial · Updated

Short answer

AI companies use accounting firms data to build bookkeeping automation, tax research assistants and audit agents. The most useful records are bookkeeping categorizations, tax workpapers with identifying details removed, audit checklists and client Q&A threads, because they show how real work in the field gets done.

Bookkeeping automation#

Models for bookkeeping automation learn from real examples of the work, such as bookkeeping categorizations and tax workpapers with identifying details removed, prepared with personal details removed.

Tax research assistants#

Models for tax research assistants learn from real examples of the work, such as bookkeeping categorizations and tax workpapers with identifying details removed, prepared with personal details removed.

  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

Audit agents#

Models for audit agents learn from real examples of the work, such as bookkeeping categorizations and tax workpapers with identifying details removed, prepared with personal details removed.

How your records get there#

SourceX starts with a short fit check that shares no data. If it fits, rights are reviewed, a copy is prepared with personal and confidential details removed, and your company approves exactly what leaves before anything is delivered under a signed license.

Frequently asked questions

Will AI built from our data compete with us?

Licenses can limit uses and buyers. Raise it during the rights review.

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