AccessSeller-approved · under NDA

This workspace is documentation-first. Buyers evaluate the data dictionary, schema, provenance and quality reporting before any sample is produced, and samples are de-identified. Raw records, credentials and system access are never provided here.

OverviewAccounting & Tax
Reference
#3006
Region
Nordics
Size band
10–50 employees
Years operating
17
Continuous history
8 yrs
Volume
1.4M+ records
Score
71/100
Status
IN DILIGENCE
Data dictionary3 record families
  • Financial Recordsdocumented
  • Invoicesdocumented
  • Case Managementdocumented
Schema and keysJoin surface

Systems of record

QuickBooksNetSuiteKarbonMicrosoft 365

Cross-system connectivity

QuickBooksNetSuiteKarbon

Records join on stable operational keys, allowing a single case to be traced across systems from initiation to financial close.

SampleDe-identified · post rights review

Samples are produced only after the rights review below is complete and the de-identification plan is agreed. A sample is a structured extract with entity and person identifiers pseudonymised, free-text redacted where required, and volumes capped.

Sample not yet released — pending rights review

ProvenanceHow the data was generated

All records were generated as a by-product of the seller's own operations inside systems the seller controls. No scraped, purchased or third-party-licensed corpora are included.

Workflow families captured

  • Close checklist execution
  • Reconciliation exception review
  • Client query resolution
  • Filing preparation and review
RightsDiligence states, not legal advice
  • OwnershipREADY

    Company-generated operational records in owned tenants.

  • Source systemsREADY

    QuickBooks, NetSuite, Karbon, Microsoft 365.

  • Third-party dataREVIEW REQUIRED

    Bank and payroll provider statements.

  • Customer / client dataRESTRICTED

    Client financial statements and tax data.

  • Employee dataREVIEW REQUIRED

    Approver identities appear in workflow audit trails.

  • Potential PIIRESTRICTED

    Names and work contact details appear in free text.

  • Contract restrictionsRESTRICTED

    Professional confidentiality rules apply.

  • Licensing permissionsNOT VERIFIED

    Pending rights review.

  • Retention periodREADY

    8 years retained; no scheduled destruction.

  • Geographic restrictionsREVIEW REQUIRED

    EU transfer mechanism required.

  • Intended AI useREVIEW REQUIRED

    Seller prefers training plus evaluation, no resale.

  • De-identification requirementsRESTRICTED

    Entity and person pseudonymisation required pre-sample.

PrivacyDe-identification plan
PII risk
HIGH
De-identification difficulty
HIGH
Licensing readiness
RESTRICTED

Entity and person pseudonymisation, suppression of contact fields and review of free-text comment threads are applied before any extract leaves the seller environment.

QualityReported and verified
Volume
MODERATE
Historical depth
HIGH
Workflow complexity
MODERATE
Cross-system
LOW
Uniqueness
HIGH
Data quality
HIGH
Outcome labels
MODERATE
Workflow documentationAgent-relevant
01

Close checklist execution

02

Reconciliation exception review

03

Client query resolution

04

Filing preparation and review

Applicable AI use cases

Financial workflow agentsVertical AI agentsEvaluation benchmarks
Technical documentationDelivery
Delivery format
Structured extracts (Parquet / CSV) + documentation
Transfer
Seller-controlled secure transfer, audited
Refresh
Negotiable: one-time, quarterly or annual
Access controls
Named recipients under NDA
Licensing termsSeller preference
Preference
Restricted-environment evaluation only
Potential data value
Assessment available after diligence
Qualified buyer interest
1

Terms are negotiated per buyer. SentryRights does not represent any figure as a valuation and does not represent that this asset is licensable before rights review completes.

Demo data — illustrative sample listings, not live marketplace records