Data licensing for accounting firms

Your accounting work could earn your firm licensing income.

Month-end closes, reconciliations and review notes show how your team resolves exceptions and produces reliable accounts. We help outsourced accounting and fractional CFO firms serving multi-entity, inventory and job-costing businesses assess which records they can license and handle the preparation and buyer discussions.

The records you already have

What could be valuable?

Close histories

Consolidations, inventory or job-costing exceptions, adjustments and reviewer sign-off linked to a close.

Reconciliation decisions

The difference found, supporting work, the correction and its review.

Internal instructions

Your firm's procedures, training examples and quality-review guidance.

A closer look

How accounting firms can assess close records and procedures for AI data licensing

How it works

We handle exports,
preparation and buyers.

You choose the records. We guide your team through the work and bring you the licensing offer.

01

Check what can be shared

Discuss your firm's records, client permissions and exclusions on a short call.

02

We guide preparation

We help export the selected records and remove identifying and excluded information.

03

We find the buyer

We handle buyer discussions and explain the proposed license and payment.

Questions for accounting

Before you begin.

Can we start with our own procedures?

Yes. Firm-owned procedures and training materials can be assessed alongside other records you have permission to license.

Can client files be included?

Only where the rights and confidentiality requirements allow it. We check those with you before collection; tax return information requires particular care.

Do we need to send ledgers before the call?

No. Bring your tool names and a rough idea of your history and record volumes. The initial call requires no data upload.

Start with what you already have

See what your
data could earn.

Get your payout estimate first. Book a call when you’re ready.
No email or data upload needed to see the numbers.

Estimate your payout