Close histories
Consolidations, inventory or job-costing exceptions, adjustments and reviewer sign-off linked to a close.
Data licensing for accounting firms
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
Consolidations, inventory or job-costing exceptions, adjustments and reviewer sign-off linked to a close.
The difference found, supporting work, the correction and its review.
Your firm's procedures, training examples and quality-review guidance.
A closer look
How it works
You choose the records. We guide your team through the work and bring you the licensing offer.
Discuss your firm's records, client permissions and exclusions on a short call.
We help export the selected records and remove identifying and excluded information.
We handle buyer discussions and explain the proposed license and payment.
Questions for accounting
Yes. Firm-owned procedures and training materials can be assessed alongside other records you have permission to license.
Only where the rights and confidentiality requirements allow it. We check those with you before collection; tax return information requires particular care.
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
Get your payout estimate first. Book a call when you’re ready.
No email or data upload needed to see the numbers.