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How do I de-identify spreadsheets and financial models for AI training?

By SourceX Editorial · Updated

Short answer

To de-identify spreadsheets and financial models, remove or replace client names, confidential figures and personal data in rows, check free text and attachments for hidden details, review samples by hand and exclude anything doubtful. Your company then approves the prepared copy before it leaves.

What spreadsheets and financial models usually contain#

Typically workbooks, formulas and models. The work itself is what buyers value; the identities are not.

What to remove or replace#

At minimum: client names, confidential figures and personal data in rows. Names are often swapped for consistent placeholders so conversations still make sense.

How to check it worked#

Automated tools catch most details, but not all. Reviewers spot-check samples, look for rare facts that could point to a person, and drop records they are unsure about. Buyers are also contractually barred from trying to identify anyone.

How SourceX handles it#

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

Can I do the de-identification myself?

You can, but SourceX or an approved preparation partner normally does it and you review the result.

Is this legal advice?

No. It is general information; your counsel should review any specific deal.

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