Advisors: Helping Your Accounting Clients Monetize Operational Data with SourceX

As a trusted advisor, you're constantly seeking innovative ways to add value for your accounting and bookkeeping clients. In today's data-driven economy, one significant, often untapped, opportunity lies in helping them license their operational data.

SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. We work with US companies to unlock the value of their historical data for AI labs and data buyers.

Why Consider Data Licensing for Your Clients?

Many companies generate vast amounts of valuable operational data through their daily activities. This data, when properly de-identified and licensed, can become a new revenue stream, improving their bottom line without disrupting core operations. For your clients, this represents an opportunity to monetize an existing asset they already possess.

SourceX does not train AI models; instead, we facilitate the secure and ethical licensing of data.

How Advisors Can Introduce Data Licensing to Clients

Your role as an advisor is to identify suitable clients and make a warm introduction. This process is designed to be straightforward and respect your client relationships.

1. Identify Suitable Clients

Look for US companies that meet the following criteria:

• Size: 50+ full-time employees at peak (contractors excluded).
• History: Years of operating records.
• Rights: Possess the clear rights to license their data.
• Sponsor: An authorized sponsor within the company to champion the initiative.

These are the types of businesses that typically have the robust, high-quality operational data AI labs and data buyers seek.

2. Make a Referral to SourceX

Your introduction is key. Credit for a successful referral goes to the first valid referrer whose introduction leads to a verified company application within the attribution window. SourceX prioritizes warm introductions from trusted advisors.

Important Considerations for Advisors:

• Data Security: The partner (you) never handles company data. All data interactions happen directly between SourceX and your client. Your role is purely referential.
• Client Control: The referred company maintains full control. They approve the scope of any data licensing engagement and have final say on what data is licensed and under what terms.
• Ethical Considerations: As a licensed professional, always check your own rules regarding referral fees and ensure compliance.

Your Reward as a SourceX Partner

When your referral leads to a successful data licensing deal for your client, you're rewarded for your valuable introduction. Partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals. Rewards are capped at $100,000 cumulative per referred company.

It's crucial to understand that rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting, or signed agreement alone does not trigger payment.

The partner reward is a share of SourceX's fee and is never deducted from what the company receives. This ensures that the client's proceeds remain unaffected, reinforcing their trust in your referral.

Next Steps

Consider which of your US-based clients could benefit from monetizing their operational data. A simple introduction can open up a new, non-dilutive revenue stream for them, while also rewarding you for your insight and connections. Our team is ready to guide your clients through the process, ensuring a smooth and secure experience.

Refer a company · How rewards work