Sage Intacct data for AI: which finance workflows matter

Which Sage Intacct records matter for AI licensing?

The records that matter are the ones that show finance work being done in sequence: multi-entity close tasks, accounts payable approvals, journal entry reviews and the audit trail that ties each step to a person and a date. A client that has run Sage Intacct for five or more years holds that history in one place.

This page is written for fractional CFOs and client accounting services teams who already run these engagements. It explains what to look for, what stays out of any conversation, and how to raise the question with an owner. It does not describe how to extract anything: partners never export or describe financial records.

What does a long-running Intacct file hold?

The value is in process and decisions, not in the balances. A buyer evaluating task-performing agents is interested in how an approval chain actually operated, which is why a metadata-level inventory (system, years live, entities, workflows) is the starting point.

What stays out of scope?

Several categories should never be part of a first conversation, and some may never be licensable.

• Tax returns and client tax data: separate legal restrictions may apply, so do not assume they can be included. This is general information, not legal, tax or financial advice; the client's counsel decides.
• Payroll and employee records: see HR and payroll records and AI training for the issues.
• Bank credentials, account numbers and card data: never part of a partner conversation.
• Records belonging to the client's customers or to a third party without consent.

Redaction and de-identification requirements are agreed with the company before any work begins. The related guide on assessing finance workflows without sharing sensitive financial records shows how to stay at the metadata level.

How do you spot a client using Intacct in a way that fits?

Use the 4-signal check. Count how many apply before raising anything.

• Years live: the client has run the system for several years, ideally with a prior ledger or archived system also retained.
• Entities: multiple entities or locations close through the system, not just one.
• Approvals: AP, purchasing or journal approvals are configured and actually used, with a named approver trail.
• Surrounding systems: the finance team also works in a close tool, expense platform, procurement system or ticketing system, so the finance workflow connects to other records. Compare with close checklist and reconciliation histories.

Then confirm the company baseline: a US company with 50+ full-time employees at peak (contractors excluded), several years of documented operations, rights to license the data and an authorized sponsor such as the owner, CEO or CFO. The who qualifies page lists the rest.

What are the export and retention realities?

Intacct data lives with the customer's subscription, and the vendor documents bulk export mechanisms for administrators. Specific limits, retention periods and what remains available after a subscription ends depend on the contract and the current vendor documentation, so confirm them with the client's administrator rather than assuming. A client migrating to a different ERP is the moment when this matters most, because access can end soon after cutover.

How do you raise it with the owner or CFO?

If you serve as the client's outsourced finance lead, check whether your own engagement letter, independence rules and confidentiality duties permit you to make the introduction. The fractional CFO page covers the role in more detail, and the data inventory builder lets the client list systems without describing records.

How do partner rewards work?

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 reward becomes payable only after the buyer pays and SourceX receives its fee; a lead, meeting or signed agreement alone does not trigger payment, and no reward is guaranteed. It is a share of SourceX's fee and is never deducted from what the company receives. Licensed professionals should check their own rules on referral fees and disclosure before registering.

When should you not raise it?

Skip the conversation when the client is below the 50+ full-time employees at peak baseline (contractors excluded), when its books are mainly an outsourced bookkeeping service for other companies' clients, when finance records are the only system with no linked operations, or when a court-appointed trustee or assignee controls the assets. Do not raise it if the client has already licensed the same records for AI training.

Next step

Pick one client with several years in Intacct and run the 4-signal check. If it passes, register as a partner and make the introduction, or have the client apply directly at sourcex.si/apply. Before you do, compare notes with the earlier guide on keeping Xero records after a business closes for the wind-down scenario.