Month-end close checklists are valuable to AI labs

Yes, your month-end close checklists and the review notes that accompany them are exactly the kind of data AI labs look for. They capture the complete reasoning chain that turns raw numbers into a finished set of financial statements, and that chain is what powers useful models.

If your company has at least thirty full-time employees, the data you already generate is likely a good fit for a licensing deal. The first step is to run the free eligibility check on our sell page; it takes just a few minutes and requires no data upload.

Why month-end close data matters to AI labs

AI labs need real-world examples of complex, multi-step workflows. A month-end close checklist records every task a finance team performs, from pulling trial balances to posting adjusting entries. Review notes add the narrative that explains why a variance was accepted or why a journal entry was created. Together they provide a rich decision chain that lets a model suggest journal entries, flag unusual variances, or simulate an entire close cycle for testing new accounting software.

What the data looks like

A typical month-end close package contains three parts: checklists that list task names, owners, due dates, and status flags; review notes where accountants write explanations, attach screenshots, or reference policy documents; and supporting artifacts such as exported trial balances, exception reports, and sign-off logs. We treat all of these as "company data" or "operating records." They are everyday work products, not legal-retention archives.

Not sure your company is a fit? Take the free check

How value is determined

The price a lab offers depends on four factors you can influence before any data moves: volume of close cycles, depth of history on the same ERP system, rarity of the industry, and the cleanliness of rights (clear ownership and permission to de-identify). Labs usually pay a one-time licensing fee, and use rights are often perpetual because a trained model cannot recreate the original records. If you also capture the workflow, how the checklist is routed, who approves each step, you can negotiate an additional per-workflow price.

Getting started

First, confirm that you meet the employee threshold of thirty full-time staff. Next, make a quick inventory of the checklists, notes, and any attached reports you would consider licensing. Then run the free check on our sell page; you answer a few basic questions and no data leaves your system at this stage. If the eligibility result is positive, we prepare a one-page summary of your answers and share it with a selection of interested AI labs. You will receive quote offers and the proposed terms, and you decide which one to pursue.

After you approve a quote, we handle the secure export and de-identification of the files. All personally identifiable information and any confidential markings are removed, and names are replaced with stable placeholders such as "employee 632." You can review a sample of the cleaned data before the buyer ever sees it. For more details on the de-identification process, see our de-identification page. Because privacy rules differ by where the data subjects live, the de-identification test we use checks the location of each individual and applies the appropriate regional standards; the regions page explains those frameworks.

Quick readiness checklist

1. Do you have at least thirty full-time employees?
2. Are the checklists stored in an exportable format (Excel, CSV, etc.)?
3. Do you keep review notes in a searchable system?
4. Have you confirmed that customer contracts allow de-identified sharing?

Beyond these points, consider the depth of your historical close cycles, the continuity of your ERP system, the uniqueness of your industry, any internal confidentiality flags, and whether you can provide the workflow that routes the checklist through approvals. Mapping the systems that hold the data will help determine which privacy laws apply, and being prepared to let a lab review a de-identified sample will speed up negotiations. Understanding that the licensing fee is a one-time payment while you retain ownership of the original records rounds out the picture of a strong, ready-to-license data set.

The button below will take you to the eligibility form where you can start the process.