Amend a prior filing
Because errors happen. Corrected, reviewed, and ready to resubmit.
What does this agent do?
OpenBooks compares the original filing with the ledger, reconciles each correction, drafts replacement schedules, and produces a plain-language amendment package for an authorized filer to review and resubmit.
What OpenBooks needs
- Original filing attached to the ledger
- Nature of the correction described
What OpenBooks will do
- I pull the original filing and every underlying transaction.
- I reconcile the corrections against the ledger.
- I draft the amendment in the same format the regulator originally received.
- I explain in plain language what changed and why.
- I prepare the approved amendment for your authorized filer to resubmit.
What you get
A submission-ready amendment with every correction explained and evidenced.
Know exactly what you’ll receive
Correct the record with a clear explanation, reconciled numbers, and an evidence trail reviewers can follow.
- Original-to-amended comparison
- Reconciled correction worksheet
- Plain-language explanation of changes
- Updated schedules or report pages
- Source evidence for every correction
A clear fit before you start
Organizations correcting a previously submitted financial or compliance filing.
You can customize
- Original filing
- Correction scope
- Explanation language
- Authorized reviewer
OpenBooks prepares. You decide.
- 1
OpenBooks reconciles the proposed corrections against the original filing and ledger.
- 2
Your reviewer approves every change and its explanation.
- 3
Your authorized filer resubmits the amendment to the regulator.
Before you start
Will the amendment show exactly what changed?
Yes. The package includes an original-to-amended comparison, the reason for each correction, and its supporting evidence.
Who resubmits the amendment?
Your authorized filer reviews and resubmits it. OpenBooks does not certify a correction on your behalf.
Can I edit the draft before anything happens?
Yes. OpenBooks prepares a private draft and surfaces questions. You can correct the narrative, classifications, figures, and recipients before approval.
Does OpenBooks make the final decision or submit for me?
No. OpenBooks prepares and organizes the work. Your authorized human reviews every consequential decision and handles certification or final submission where required.
How is each number verified?
Figures stay linked to the underlying ledger, transactions, and available evidence so reviewers can trace the source instead of relying on a summary alone.
What if my books are not ready?
Start anyway. OpenBooks identifies the missing prerequisites and unresolved items so you have a concrete checklist instead of discovering gaps at the deadline.
Use the words you would actually search
- How do I amend a financial filing?
- How should I explain a corrected regulatory filing?
- How do I reconcile an amended report to the original?
A submission-ready amendment with every correction explained and evidenced.
Depends on the correction. Simple fix: ~10 min. Complex: same-day.