Roofing
$450,000
Roofing company
Exclusive · perpetual · full operating record
Your close, reconciliations and approvals show AI how finance work really gets done.
Finance teams fight the same battles every month: the missing receipt, the variance nobody can explain yet, the miscoded entry, the approval stuck in someone's inbox. Companies building agents for close, payables and reporting need records of that work with the real exceptions left in, and the figures to check against. We take an anonymized summary of yours to several buyers at once, and you choose the license.
Small commission on close. Nothing up front.
Usually held in
- NetSuite
- Sage Intacct
- QuickBooks
- Xero
- Microsoft Dynamics 365
- BILL (Bill.com)
- Ramp
- Karbon
- TaxDome
- Financial Cents
- Jetpack Workflow
- Caseware
- SharePoint / OneDrive
What buyers pay for in accounting and finance.
Buyers value records that show a decision and what came of it more than they value finished paperwork. These are the parts of your record they look for.
Month-end close, start to finish
Close checklists, task timelines, the items that held things up and the entries that cleared them. Close is long, repeats every month and has exact answers, so it works for training agents and for testing them.
Reconciliations with their exceptions
Bank, card and balance-sheet reconciliations, the items that didn't match, how each one was resolved and who signed off. The exceptions are the valuable part; a reconciliation that tied out first time teaches little.
Payables, receivables and approvals
Invoices, coding decisions, approval chains, rejections and the questions asked before a bill was paid, plus the disputes, credits and collection notes on the receivables side. These are the policy calls finance agents are being built to make.
Variance commentary and forecasts
Budgets, rolling forecasts and the commentary written each month to explain the gaps, with the revisions that followed.
Corrections and review notes
Rejected entries, review comments and the fixes that followed: an expert correcting a draft and saying why. Inside a company's own finance team these are internal records. In an accounting firm they are client work and need consent, and any from income tax work are never licensed.
Firm workflows and know-how
For accounting firms: job templates, recurring task schedules, document-request sequences, review checklists and procedures manuals the firm wrote itself. Material with no client information in it is the simplest place for a firm to start.
Systems that hold it and what to watch for.
This is where the record usually lives. Where we've written a data guide for a system, its card links to it, with steps to find out how much you have.
- NetSuiteERP and financeRead the data guide
- Sage IntacctERP and finance
- QuickBooksAccounting and payablesRead the data guide
- XeroAccounting and payables
- Microsoft Dynamics 365ERP and finance
- BILL (Bill.com)Accounting and payablesRead the data guide
- RampAccounting and payables
- KarbonAccounting practice managementRead the data guide
- TaxDomeAccounting practice managementDocuments clients send for their income tax returns count as income tax return information (IRC §7216) and are never licensed. Other client files need each client's documented consent before anything leaves the firm.Read the data guide
- Financial CentsAccounting practice management
- Jetpack WorkflowAccounting practice management
- CasewareAudit and workpapersWorkpapers for income tax returns count as income tax return information (IRC §7216) and are never licensed. Other client workpapers need each client's documented consent before anything leaves the firm, and vendor or AICPA methodology templates belong to their publishers.
- SharePoint / OneDriveFiles and documents
Who buys it and what they do with it.
We describe buyers by category and don't publish their names. Each one is qualified and under NDA before seeing your summary, and when they bid you see every offer side by side, with exclusivity, term and payment next to the price.
Close and reconciliation agent builders
Companies building AI that runs month-end close, matches transactions and drafts adjusting entries. They need real exceptions and the figures to check their work against.
Payables and spend-management AI
Teams automating invoice coding, approvals and policy checks. Real approval chains, rejections included, show them how policy actually gets applied.
AI labs building professional-work evaluations
Labs measuring agents on finance work want multi-step tasks with known answers, such as a year of closes for one entity.
Practice-management and planning software adding AI
Platforms adding assistants for firm workflows, document chasing and forecasting. They want patterns from many real teams, not one product's usage data.
What a package looks like to a buyer.
Before anyone signs, a buyer sees a summary shaped like this one. It is built from rounded ranges: no name, no website, no people, no addresses.
The numbers in this example are made up. Yours come from your intake and the review call, and you read the summary before any buyer does.
See the full processExample package · Finance operations
Illustrative- Sector
- Multi-entity distributor, in-house finance team
- Region
- Southwest US
- History
- 7+ years, continuous
- Record
- ~84 monthly closes, ~250K transactions, ~25K approved bills, ~4K reconciliations
- Mix
- 3 entities, two currencies
- In scope
- Close checklists, reconciliations, approval trails, variance commentary
- Left out
- Payroll, bank and card numbers, vendor tax IDs, employee records
What stays out by default.
Some records aren't yours to license, and some shouldn't leave the building. Intake and the review call bring these up early. The main ones for this industry are below.
Income tax return information
Returns, source documents, workpapers, review notes and client messages tied to income tax work are never licensed, even de-identified or as statistics. Federal law bars preparers from disclosing it without the taxpayer's signed consent, and the regulations bar selling it even as anonymous statistics (IRC §7216; 26 CFR 301.7216-2(o) and 301.7216-3).
Client books and records
For firms: a client's ledger, bank feeds and source documents belong to the client, even when the firm works in them every day. They stay out unless the client licenses them directly.
Account numbers and tax IDs
Bank, card and brokerage account numbers, Social Security numbers, EINs and signatures are removed before delivery under the license.
Payroll and employee records
Payroll registers, compensation, benefits and HR files are excluded by default, as they are in every industry.
Market-sensitive material
Audit and finance files for public companies, and anything that could be material nonpublic information, stay out.
Licensed practice content
Practice aids, methodology templates and research text licensed from software vendors or professional bodies belong to their publishers. A firm's own procedures can be in scope.
This is not legal advice. Whether a record can be licensed depends on your contracts, your software terms and how it was collected, and your counsel should review any license before you sign. The rules named on this page are linked under Sources.
Licenses in our network closed by buyers, not by us.
Recent licenses of operating records, closed by buyers in our network. They come from trades and services businesses rather than this industry, so read them as a sense of the market and nothing more.
Construction
$300,000
General contractor
Exclusive · 24-month term · full operating record
Solar
$275,000
Solar company
Exclusive · 18-month term · full operating record
Marketing
$110,000
Agency with global clients
Exclusive · 24-month term · full operating record
Licenses closed by buyers in our network, shown to describe the market. They are not deals thedata.broker brokered and not a forecast of what your record will bring. Every record is priced on its own.
Accounting and finance questions worth settling early.
More in Answers, or ask us on a call after your intake.
Not without consent. For AICPA members in public practice, Code 1.700.001 bars disclosing confidential client information without the client's specific consent, and state accountancy laws add their own requirements. A firm can start with material that holds no client information, such as procedures, checklists and workflow templates, and add client work only for clients who agree in writing. Anything from income tax work stays out either way. This is not legal advice.
The law does allow some disclosures with consent, but each consent has to be signed before any use, name the specific recipient and purpose, and can't be made a condition of service, and the regulations bar selling compilations of return data even when they're anonymous (26 CFR 301.7216-2 and 301.7216-3). That doesn't fit a process where several buyers compete, so we leave income tax return information out entirely. This is not legal advice.
Not the professional ones. Your own ledger, close and approvals are your records, so licensing them is your decision, subject to your contracts with lenders, customers and vendors and to privacy law for any people named in them. Account numbers, payroll and employee data stay out by default. This is not legal advice.
Yes, plan on it. The AICPA rule binds its members, and state accountancy rules bind licensed CPAs, but engagement letters, client contracts, state law and your own privacy promises can all restrict what you do with client data. If you prepare income tax returns, IRC §7216 applies to you as well, and a firm in the business of completing income tax returns is a financial institution under the FTC Safeguards Rule (16 CFR 314.2(h)(2)(viii)), which sets how it must protect client information. The same approach works: firm-written material first, client work only with written consent. This is not legal advice.
It can be, with enough history. Years of transactions with the bills, approvals and reconciliations around them say more than a large ledger with nothing attached. Intake asks what each system holds and how far back it goes, and the QuickBooks data guide shows where to find the counts.
We are paid a small commission out of a deal that closes. If nothing closes, you owe nothing. You keep ownership of your records and keep using them.
Sources
Primary sources for the rules this page names. Summaries above are not legal advice.
- AICPA Code 1.700.001: confidential client information rule (opens in a new tab)
- 26 U.S.C. 7216: disclosure or use of information by tax return preparers (opens in a new tab)
- 26 CFR 301.7216-1: definitions, including tax return information and preparers (opens in a new tab)
- 26 CFR 301.7216-2: permitted disclosures, including the limits on statistical compilations (opens in a new tab)
- 26 CFR 301.7216-3: consent requirements (opens in a new tab)
- 16 CFR 314.2 (FTC Safeguards Rule): tax preparers as financial institutions, paragraph (h)(2)(viii) (opens in a new tab)
Not quite your business?
See every industry we take on, the business functions buyers ask for, and which records need special handling.