Why AI buyers want it
Agents that draft quotes, follow up on unpaid invoices or close the month need to see how real companies do that work: which deals stalled and why, who approved a discount, how a payment was matched to its invoice. Companies never publish their pipelines or their books, so public data has almost none of this. Years of CRM and accounting history fill that gap.
A CRM and a general ledger are two halves of one diary: the first records what the company promised its customers, the second records what was billed and paid.
What sets the price
- Deal records with notes, activity and stage changes, not only the final status.
- Accounting history with approvals, reconciliations and month-end close.
- Records that connect: the deal, the quote, the invoice and the payment for the same customer.
- Several years of history from the same systems.
- Mostly English records, and a contact who can work in English.
Priced with the rest of your archive; linked deals and books over several years matter most. The estimate on this page prices the CRM and accounting records of a professional services firm on their own, without its email, chat or documents.
What blocks a deal, and the fix
- Personal data of customers and their contacts
- Names, emails, phone numbers and addresses are masked, while the links between a deal, its invoice and its payment are kept.
- Payment card numbers and bank account details
- They are removed before anything reaches an AI developer, and payment records that cannot be cleaned stay out.
- Customer and supplier contracts that restrict use of their information
- We check those terms at screening and leave out the accounts whose contracts forbid it.
What owners overlook
- Lost deals teach as much as won ones: the notes on why a deal stalled are rare in any public source.
- Approval chains in an accounting system show how spending decisions get made, which finance agents have to learn.
- Quotes, credit notes and write-offs carry the judgment calls that a clean invoice list hides.
Market evidence
- AI companies are buying old work messages and records from companies as training data.Forbes, (opens in a new tab)
- Published programs flag financial and personal information at screening and remove client identities before delivery.Rightmark,
How a deal works
Appraise
Answer a few questions about what you have. See an indicative range, what sets it and what would raise it. No files, no access.About a minute
Verify title
We confirm the company controls the archive, check personal data and third-party rights, and assemble the ownership pack the deal needs.Before any offer
Route
The archive goes to the route that fits it: an exclusive lump sum for a term, or a non-exclusive revenue share.Sign and get paid
You approve the agreement and its scope before anything moves. We never hold your passwords: transfers use scoped, revocable connections your admins approve, or exports.Payment about 2 to 13 weeks after signing
Questions
How much are CRM and finance records worth?
They are usually priced with the rest of a company archive, which published programs list at $185,000 to $1M+. CRM and accounting records on their own, as in the estimate on this page (One archive: 50 staff, 5 years, 2 tool types), come to $190,000 to $370,000 at Medium confidence; linking them to email, chat and tickets from the same years adds value. Indicative estimate, not an offer.
Source: Rightmark,
Which CRM and accounting systems can you work with?
Salesforce, HubSpot, QuickBooks, Xero, NetSuite and most systems that offer a full export or an admin-approved connection. Our export guides show how to export HubSpot, Salesforce, QuickBooks and Xero.
Do our software vendors' terms matter?
Yes. Read your CRM and accounting contracts before anything moves: a vendor contract may claim rights over the data you keep in its system, or limit bulk exports. We check export and use rights for each system at screening.
Can we keep using the data ourselves?
Yes. You keep your copy and keep using your systems; the buyer gets a de-identified copy for training. On an exclusive lump sum you cannot license the same data to others for the term and scope; on a revenue share you can.
What do we warrant about customer records?
That the company owns or controls the records it licenses and can authorize their export. Customer and supplier contracts that forbid sharing their information are checked at screening, and those accounts stay out.
How long until we are paid?
Screening takes a few days and the data inventory moves at your pace. Payment usually arrives 2 to 13 weeks after signing, an inferred guide, depending on the buyer.