Finance and operations teams are early targets for AI agents: invoice matching, purchase approvals, month-end close. Your ERP and accounting history shows how those workflows really run.
Valuable ERP and accounting records
- Procure-to-pay: requisitions, approvals, POs, invoices, payments
- Order-to-cash: orders, invoicing, collections
- Inventory movements and adjustments
- Reconciliations and month-end close steps
- Approval chains and exception handling
Polyshares lists accounting and ERP exports among the data it licenses. micro1 lists internal documentation and decision-making patterns, which can include finance SOPs.
Not sure if your data qualifies? The intake takes a few minutes.
What to exclude
- Bank account and routing numbers
- Payroll and employee compensation
- Tax IDs and government identifiers
- Personal financial data of customers or employees
- Anything covered by lender or investor confidentiality
Preparing finance data
- Export transaction-level data for chosen modules and dates.
- Mask vendor and customer names if you prefer.
- Generalize or scale amounts if exact figures are sensitive.
- Include finance SOPs and close checklists alongside the data.
Talk to your accountant about the tax treatment of licensing income.
Frequently asked questions
Is financial data too sensitive to license?
Some of it is. Bank details, payroll, tax IDs and personal financial information should be excluded. Operational workflow data, such as approval chains, PO processes and reconciliation steps, is often the valuable part.
Do I need to share our actual financial results?
Not necessarily. Amounts can be generalized or scaled while preserving the workflow. Agree this with the buyer up front.