Accounting & outsourced finance
What could your firm's engagement history be worthto AI developers?
Years of close cycles, reconciliations and recurring client work leave a trail of operating history. In a free 20-minute conversation, we help you see whether yours is worth a closer look, at a descriptive level and on your terms.
No record uploads. No passwords. No obligation to proceed.
Why it may matter
Every engagement leaves a trail.That trail may matter to AI research.
Public web data says little about how professional finance work is actually done: how a close unfolds, where handoffs stall, how exceptions get resolved. Some AI developers look for real-world operating history to research and evaluate their models.
Most firms keep that history because they have to and never ask whether it could be relevant. Whether yours is depends on what you hold and what your agreements and professional duties allow. We start there, at the descriptive level, never with the records themselves.
What your firm may hold
The history you keep because you have to,described, not disclosed.
Retained engagement history
Years of bookkeeping, close, payroll, AP/AR and advisory engagements, as your agreements allow you to keep them.
Close-cycle rhythm
How month-end and quarter-end actually unfold: timelines, checkpoints and the order work gets done.
Request-to-sign-off handoffs
How work moves from client request to preparer, reviewer and final approval.
Exceptions and adjustments
The patterns behind corrections, reclassifications and follow-ups that rarely appear in public data.
Systems and tooling
The ledger, payroll, AP/AR and practice-management systems your work runs through.
Recurring client cadences
Weekly, monthly and annual rhythms that repeat across many clients over many years.
Recognize your firm in this list? Twenty minutes is enough to talk it through.
Before anything else
Your clients' rights come first.
Client records belong to your clients and carry confidentiality and professional-conduct duties. Here is exactly where the review starts, and what stays off the table.
What we look at
- The services you provide, in plain terms
- The systems your work runs through
- Roughly how many years of history you retain
- Whether AI-development interest in that kind of workflow is plausible
- Which confidentiality and professional-duty questions would come first
What we never ask for
- Client names or personal data
- Ledgers, returns, working papers or any record uploads
- Accounting-system passwords or credentials
- Dollar figures from any client engagement
- Any commitment to proceed
Professional rules decide
Tax-preparer rules such as Section 7216, and professional confidentiality standards, can limit what may ever be shared. Sometimes the answer is no, and we say so.
De-identification is not the whole answer
Removing names does not by itself settle confidentiality questions. We help you identify what to ask, with your own counsel involved.
Consent is written
Nothing moves without your written authorization, and any introduction discloses the partner and how we are compensated first.
Valued Data does not provide legal, tax or accounting advice, and the review is not a valuation or an offer.
How the review works
Four steps,and you stay in control of each one.
- 1
Discover
A 20-minute call with Daniel. You tell us about your firm, the systems you use and roughly how much history you keep.
- 2
Explore
We think through whether any AI-development interest could exist for that kind of workflow, and which confidentiality questions come first.
- 3
Evaluate
If there appears to be a fit, we outline it on a one-page summary. If there is no fit, we say so, and you can stop there.
- 4
Connect
Only with your written authorization do we introduce you to a purchasing partner. The partner and our financial relationship are disclosed first.
Who may qualify
Built for established firms with real history.
Accounting, bookkeeping and outsourced finance firms with roughly 15 or more employees are the best starting point. That is initial guidance, not an eligibility rule, and meeting it does not mean there is a fit. Regulated financial firms receive a separate, more specialized review.
A quick readiness checklist
- You have served recurring clients for several years
- You retain engagement history under your agreements and professional obligations
- Your work runs through identifiable systems, such as ledger, close, payroll, AP/AR or practice management
- Someone at the firm can speak to what your engagement terms say about reuse
- You are open to a descriptive conversation, with your own counsel involved
Checked most of these? A review is a good next step.
FAQs
Straight answers for accounting firms.
Does the review involve any client information?
No. We keep the conversation descriptive: the kinds of services, systems and years of history you have. Please do not share client names, files or personal data, and we will not ask for them.
How do tax-preparer and professional confidentiality rules fit in?
They often decide the whole question. Rules such as Section 7216 for tax return information, and professional confidentiality standards, can limit what may ever be shared, and de-identification does not by itself settle them. We help you identify what to ask. We do not give legal, tax or accounting advice, so involve your own counsel.
Who is the buyer, and what is Valued Data’s role?
Valued Data is not the buyer. We provide education, preliminary fit reviews and introductions. If there is a fit and you authorize it in writing, we introduce you to a purchasing partner who does its own evaluation. We tell you who that partner is, and how we are compensated, before you authorize anything.
How would AI developers use this kind of data?
Typically for research, training and evaluation of AI models. How any data would be used is a question for the purchasing partner’s terms, and you would see those before agreeing to anything.
What if our firm is not a fit?
We will tell you plainly. Not every firm holds history that is relevant, and not every agreement allows it to be shared. The review is free and you can stop after the call.
What happens after I book?
We email you to confirm a time for a 20-minute call with Daniel. After the call we tell you whether we see a plausible fit. Nothing moves forward without your written authorization.
Find out whether it's worth a closer look.
Twenty minutes with Daniel to talk through your firm's history at a descriptive level. If we see a plausible fit, we show you what a next step could look like. If we don't, we tell you plainly.
No record uploads. No passwords. No obligation to proceed.