Your firm's old workpapers could be worth more than you think.
AI labs license de-identified internal records from established US CPA, tax, bookkeeping and advisory firms. You approve exactly what's included.
The accounting firm records AI labs are buying
One well-documented system can qualify. You choose what's included.
Engagement checklists and workpaper templates
How engagements get planned, documented and tied out, step by step
Close procedures and SOPs
How a month-end or year-end close actually runs, and in what order
Review notes and sign-off workflow
What reviewers flag, how preparers respond and how issues get cleared
Internal knowledge bases and templates
How your firm explains procedures, standards and positions to its own staff
Billing and client request workflows
How requests come in, get assigned, chased, delivered and billed
From your accounts to a licensed copy
1. Your systems
2. You approve scope
You authorize exactly which dates and software tools are included.
3. De-identified
Entities, names, banking credentials and personal data are purged.
4. Licensed copy
Transferred under NDA for model training. Never published.
Your production systems remain untouched and operational.
What your business needs
- 20+ employeesAn established operational footprint with historical workflow depth.
- 3+ years of recordsTenure provides pattern consistency that AI training algorithms require.
- US or approved regionsUS companies evaluated immediately; international teams reviewed by request.
- Real business softwareEmail, cloud drives, CRM, ERP, CAD or job-tracking platforms.
Three simple steps to payout
Get your estimate
A brief review of your headcount and systems. Takes 60 seconds.
Review offer with specialist
A confidential call followed by a formal written licensing offer.
Approve scope & get wire payout
Approve specific archives in writing. Receive payment on agreed net terms.
Common diligence questions
See what your accounting firm records could be worth.
Takes about a minute. Zero cost, no obligation.