Bank export in. Hawaiʻi CSC filing packet out.
OpenBooks finds the exceptions. The treasurer reviews, certifies, and submits.
Or connect a bank with Plaid or SimpleFIN after you sign in.
Go from bank activity to a review-ready filing packet.
Upload a bank export or spreadsheet. OpenBooks finds what needs attention and prepares the Hawaiʻi CSC reporting package for the treasurer to review and submit.
No QuickBooks connection required. Nothing is filed without an authorized human.
01Add activityCSV, OFX, QFX, QBO, or PDF
02Resolve exceptionsMissing purpose, contributor, or evidence
03Approve the periodImmutable snapshot for treasurer sign-off
04Record submissionHuman-filed receipt and confirmation