Records buyers look for
- Month-end and year-end checklists
- Review procedures and workpaper templates
- Client onboarding workflows
- Internal training material
- De-identified client Q&A threads
- Practice management histories
Who usually fits
- From about 5 employees at peak — the threshold depends on your industry
- 2+ years in business
- US or other Western market
- Records mostly in English
- Active, winding down, or closed
Why AI companies want accounting & bookkeeping firms data
Professional procedures are rarely published. They are exactly what AI systems need to learn careful, step-by-step work.
In a license deal you keep ownership. The buyer gets permission to use a copy of the records for AI training under a contract you sign directly with them, and personal information is removed or replaced first. Companies pay Averom nothing; the buyer pays Averom a referral fee if a deal closes.
Questions
We have strict confidentiality duties. Can we do this?
Only with great care. Client information must be excluded or fully de-identified, and you should review your professional obligations with your own advisor first.
Can we just license our internal procedures?
Often yes. Internal checklists and training material carry no client data.
See if your company's data can be licensed
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Other industries
General information, not legal, tax or financial advice. Deal values are set by buyers and are not guaranteed.