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Data marketplace

Accounting workpapers

Accounting firm close and audit workpapers (11 years)

Named sources by kind

33%
33%
33%
  • Email1 of 3 sources
  • Documents1 of 3 sources
  • Records & tables1 of 3 sources

What’s inside

EmailDocumentsRecords & tables
QuickBooksOutlookSharePoint
300 client books · 41K workpapersVolume
11 years (2014–2025)Time span
Accounting and bookkeeping · 11–50 employeesCompany profile
Ready nowAvailability

Financial records in Finance

Accounting and bookkeeping · 11–50 employees · 11 years · 300 client books · 41K workpapers

Sourced by the SellYourAIData team

We work directly with the owner. Their name stays private until both sides agree.

  • Full inventory ready

    The owner has shared a file-level inventory, so we can send you the schema and samples quickly.

  • Owner-provided, as-is

    We don’t de-identify or alter data. The owner is responsible for its privacy and legal compliance.

  • Owner-approved licence

    The owner signs off on each buyer, scope and term in writing.

Month-end close checklists, reconciliations and audit workpapers for 300 small-business clients

Workpapers from a regional accounting firm, covering monthly close, bank reconciliations, adjusting entries with explanations and annual review files. Each engagement links the source documents to the entries and the reviewer sign-off. Built for finance agents that need to reason step by step over real books.

What’s inside

MK-10427/
41K workpapersDocuments
300 client ledgersRecords & tables
Reviewer notes and sign-offsDocuments
Formats
XLSX, PDF, QBO
Labels
Yes
Personal data
Moderate

From the owner’s inventory. Exact files and schema come with the sample.

Stack

QuickBooksQuickBooksOutlookOutlookSharePointSharePoint

Good for

AI agentsEvaluation / benchmarksFine-tuning

Listing checks

5 of 6 stated by the owner in writing. The rest are settled before any licence or delivery.

  • File-level inventory from the ownerConfirmed.
  • SampleAvailable now under NDA.
  • RightsConfirmed in writing by the owner.
  • Personal data level statedModerate personal data, as stated by the owner.
  • Volume and time span statedConfirmed.

The details

Type of data
Financial records
Sector
Finance · Accounting and bookkeeping
Origin
Company operations
Team size
11-50 people
Years of records
2014 to 2025
Data size
100 GB-1 TB
Formats
XLSX, PDF, QBO
Data types
Tabular / structured, Text
Labels
Yes
Personal data
Moderate
Personal data handling
Owner removes personal data before delivery
Rights
Confirmed in writing
Sample
Available under NDA
Still growing
Yes
Regions
North America
Languages
English

Details are as stated by the owner. SellYourAIData does not verify, review or alter data; the owner is responsible for it.

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