Partner Field Guide: Unlocking Value from Month-End Close Workpapers

As a finance advisor, you're uniquely positioned to understand the data assets that companies generate daily. Month-end close workpapers, in particular, represent a rich, structured dataset that AI labs and data buyers are increasingly seeking for licensing.

This guide outlines how you can identify suitable companies within your network for the SourceX referral program.

The Opportunity: Data Licensing for AI

SourceX is the enterprise data transaction layer for AI. We manage data licensing from sourcing and rights review to delivery and payment. AI labs and data buyers utilize SourceX to acquire high-quality, structured data for various applications. Your role is to connect companies with valuable data assets to SourceX, and for that, you earn a referral reward. Specifically, partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, capped at $100,000 cumulative per referred company. The partner reward is a share of SourceX's fee and is never deducted from what the company receives.

Who Can Be a Partner?

Anyone can join, from any supported country. As licensed professionals, finance advisors should check their own rules on referral fees. SourceX is headquartered in Los Angeles, California, with a legal address in Lewes, Delaware.

Identifying Companies with Month-End Close Workpapers

To be a good fit for SourceX, a referred company needs to meet specific criteria, often referred to as the 'company baseline'. When seeking companies with month-end close workpapers, focus on these characteristics:

• US Companies: The program currently focuses on US-based entities.
• Size Matters: Look for companies with 50 or more full-time employees at peak. This indicates a certain level of operational maturity and data volume.
• Established Records: Companies should have years of operating records. This suggests a consistent history of generating the types of workpapers AI buyers seek.
• Rights to License: Crucially, the company must possess the rights to license its data. This is a non-negotiable legal requirement.
• Authorized Sponsor: The company needs an authorized sponsor who can champion the data licensing process internally and work with SourceX.

Why Month-End Close Workpapers?

Month-end close workpapers are structured, auditable records reflecting a company's financial activities. They contain invaluable insights for AI models focused on financial analysis, forecasting, compliance, and more. This data is often well-organized and consistent, making it highly desirable for licensing.

How to Spot Potential Referrals in Your Network:

As a finance advisor, you regularly engage with companies that generate these types of documents. Consider:

• Audited Clients: Companies undergoing regular audits almost certainly maintain comprehensive month-end close workpapers.
• Mature Private Companies: Established private businesses with dedicated finance departments often have robust financial reporting processes.
• Companies Undergoing M&A: During due diligence, vast amounts of financial data, including workpapers, are analyzed. Companies that have recently been through or are preparing for such events are likely to have their data well-organized.
• Familiarity with Financial Systems: Companies using sophisticated ERPs (Enterprise Resource Planning) or financial management systems are likely to produce structured and consistent workpapers.

Remember, your role as a partner is to make an introduction. You will never handle company data directly. SourceX manages data licensing transactions and does not train AI models. We focus on the secure and compliant exchange of data assets.

Your Reward: How It Works

Rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting or signed agreement alone does not trigger payment. Credit goes to the first valid referrer whose introduction leads to a verified company application within the attribution window.

Refer a company · How rewards work