Expert built, CPA verified

Training and evaluation data for financial AI.

Realistic scenarios, gold standard answers, and scoring rubrics, independently reviewed and verified by licensed CPAs.

What we make

Five datasets, one standard.

Realistic scenarios, gold standard answers, scoring rubrics. Every dataset verified by licensed CPAs.

Quality of Earnings

Transaction advisory evals. Taster available now.

Wealth Management

Retirement planning and investment advisory evals.

Tax & Estate Planning

Wealth transfer and tax evals.

Business Valuations

DCF, comparables, and precedent transactions.

Damages Analysis

Lost profits and economic damages evals.

See the datasets

Inside every pack

One scenario. Everything a lab needs to score it.

Each item is a complete evaluation unit. No assembly required. Drop it into your harness and get signal on day one.

01

Scenario

Realistic situations drawn from real diligence work: revenue quality, working capital, leverage, deal judgment.

02

Gold answer

The correct analysis, written by a practitioner and verified line by line by a licensed CPA before delivery.

03

Scoring rubric

Granular partial-credit criteria plus a near miss distractor, so you can separate strong reasoning from lucky guesses.

Taster packs

Try a taster pack before you commit.

Print ready taster packs for each dataset, starting with Quality of Earnings. See the craft, test the rubrics, then talk packs.

Request a taster
Scenarios20
Gold standard answers20
Scoring rubrics20
Real companies used0